Z

ZYNC ONE

One identity.
Every company.

Secure access to your complete business platform, with every company protected in its own database.

✓ Isolated company databases✓ Role-based business access✓ Commercial licence protection

Sales pipeline

Open opportunity value by stage

Needs attention

Items requiring action

Upcoming activities

Assigned tasks and follow-ups

My CRM Tasks

Open tasks assigned to the signed-in user

My Reminders

Upcoming opportunity reminders

Inventory alerts

Availability below reorder level

Customer relationship management

CRM workspace

Manage enquiries, opportunities, communications and customer relationships.

Transactions

Daily customer and sales relationship activities

Masterfiles

CRM setup and customer classifications

Financial control

Finance workspace

Control cash, approvals, reconciliation and general-ledger posting.

Transactions

Finance processing and period activities

Masterfiles

Finance structures and reporting dimensions

Sales and customer accounts

Accounts Receivable workspace

Process the complete sales cycle and manage customer balances.

Transactions

Quote-to-cash customer processing

Masterfiles

Customer and sales configuration

Procurement and supplier accounts

Accounts Payable workspace

Manage procurement from supplier enquiry through payment and returns.

Transactions

Procure-to-pay supplier processing

Masterfiles

Supplier and procurement configuration

Stock and warehouse control

Inventory workspace

Manage stock movements, counts, adjustments and inventory masterfiles.

Transactions

Warehouse and inventory movements

Masterfiles

Products, pricing and tracking setup

Transport and cross-border logistics

Deliveries workspace

Assign trucks, track route milestones, issue cargo documents and complete POD-controlled deliveries.

Transactions

Purchase-order delivery processing

Masterfiles

Fleet and route setup

Trips by status

Current fleet distribution

Needs attention

Delayed, stale and exception trips

Truck tracking register

Filter the live dashboard or download the complete Excel-compatible report

Request / Trip	PO / Sales Order	Client	Haulier / Truck	Driver	ETA	Current status	Progress	Last update	Actions

Task Register

Team assignments and completion progress

Task	Created By	Assigned To	Linked Record	Created	Due	Completed	Billable	Progress	Status

Task	Created By	Linked Record	Due	Billable	Progress	Status

Prospect Register

Prospects convert to customers only after an opportunity is won

Prospect	Source	Telephone	Email	Contacts	Assigned To	Status

Sources

Sales acquisition channels

Name	Description	Status

Opportunity Stages

Custom pipeline stages and probability

Order	Stage	Probability	Status

Conversations

Shared business inbox

Select a conversation

Messages will appear here

CRM details

Customer context

Select a conversation to view customer details.

Sales documents

Quotation-to-payment activity

Document	Source document	Type	Customer	Currency	Date	Status	Progress	Next action	Amount	Actions

Inventory Register

Real-time stock position and valuation

Branch Transfers

Posted inventory documents and accounting impact

Document	Date	Type	From	To / Requester	GL Account	Lines	Value	Status	Actions

Purchase orders

Supplier orders, approvals and receiving

Order	Supplier	Buyer	Currency / ROE	Order date	Expected	Status	Outstanding qty	Total

Requisition register

Sales-order links, approval, purchase order and logistics status

Requisition	Source order	Supplier	Buyer	Date	Delivery	Status	Total	Generated records	Actions

Code	Supplier	Main contact	Telephone	Currency	Terms	Outstanding	Status	Actions

Buyers

Purchasing responsibility and contact details

Expense register

Operating costs and approval status

Expense	Date	Category	Description	Supplier	Currency / ROE	Status	Total

Payment Voucher register

Employee requests, approvals and printable payment vouchers

Voucher	Date	Payee	Employee	Bank	Expense account	Description	Status	Amount	Actions

Banking transactions

Post deposits, withdrawals, charges and transfers to a selected bank

Date	Bank	Reference	Description	Type	Source	Status	Amount	Actions

Bank reconciliations

Select a bank and statement period, then tick transactions to reconcile

Reconciliation	Bank	Opening date	Closing date	Opening	Closing	Difference	Status	Actions

Journal Entry register

All manual and system-generated double-entry journals

Journal	Date	Source	Reference	Description	Status	Total	Actions

Chart of accounts

Standardised main, subaccounts and bank accounts

Code	Account name	Class	Main account	Category	Bank	Posting	Status	Balance	Actions

Projects

Main projects and reporting subprojects

Code	Project name	Parent project	Status	Actions

Account Classes

Primary classes and subclasses such as Assets / Fixed Assets

Code	Class	Parent class	Description	Status	Actions

Fixed Asset Masterfile

Asset cost, net book value, project and depreciation accounts

Asset	Description	Acquired	Project	Cost	Net book value	Status	Actions

Account Categories

Assign module functions to configurable control accounts

Code	Category	Description	Assigned GL account	Status	Actions

Currency & Daily Exchange Rates

Maintain active currencies and the rate used for each transaction date

Currency	Name	Rate date	ROE to ZMW	Source	Status	Actions

Chart of Accounts Settings

Choose the numbering format before creating accounts

Customer Masterfile

Customer accounts, contacts, categories and credit control

Customer	Category	Currency	Salesperson	Preferred channel	Status	Credit limit	Outstanding	Available credit

Customer Categories

Customer segments, default credit limits and classifications

Code	Category	Description	Default credit	Customers	Status

Sales Persons

Sales ownership, territories and commission rates

Code	Sales person	Telephone	Territory	Commission	Status	Actions

Accounts payable

Supplier invoices, due dates and payment status

Invoice	Purchase order	Supplier	Supplier reference	Invoice date	Due date	Status	Outstanding	Actions

Bank transactions

Cashbook movements and reconciliation

Date	Account	Reference	Description	Type	Status	Amount

Bank reconciliation

Review and clear unmatched cashbook movements

Date	Account	Reference	Description	Type	Amount	Actions

Approval queue

Transactions awaiting authorised review

Users and roles

Company membership and module permissions

User	Role	Branch access	Status

Email delivery & alerts

SMTP configuration plus module and assigned-task alerts

Test outbox

Module alert rules

Choose which events send email and who receives them

Module	Event	Enabled	Recipient	Additional emails

WhatsApp Cloud API

Meta webhook, business number and automatic CRM lead creation

Test mode

Message Templates

Draft templates for Meta approval and conversations outside the service window

Template	Language	Category	Preview	Status

Supplier & delivery

Supplier Buyer Warehouse Delivery / supplier notes

Document information

Order dateExpected date Currency

Purchase order items

Select inventory, then edit quantity, cost and tax directly on each line

Stock item

Code	Description	Qty	Cost	Tax	Amount

Company-defined document fields

Supplier Buyer Request date Required date Warehouse Currency Requires logistics / delivery Reason / procurement notes

Requested items

Add all stock required from this supplier

Stock code	Description	Qty	Cost	Tax	Line total

Journal information

Journal dateReferenceBranchProjectDescription

Posting control

Add debit and credit lines to continue.

DebitZMW 0CreditZMW 0DifferenceZMW 0

Journal lines

Select accounts and enter one debit or credit per line

Account	Description	Debit	Credit

DateDocumentBankCurrencyDefault exchange rateByComment

Transaction lines

Choose Receipt or Payment, then allocate the row to a customer, supplier, bank or GL account

Date	Type	Account type	Account	Reference	Comment	Currency	ROE	Value	Tax	ZMW Total	Allocation

Add a transaction line.

ReceiptsZMW 0

PaymentsZMW 0

Net movementZMW 0

Bank accountOpening dateOpening balanceClosing dateClosing balance

Statement transactions

Tick each transaction appearing on the bank statement

Select a bank and period

Clear	Date	Reference	Description	Type	Amount

Customer & delivery

Existing Customer

Delivery address

Customer reference Salesperson

Document information

Document date Required date Payment terms Warehouse Project Currency Delivery method Delivery cost Overall discount % Proof of delivery required Additional information Attachments

Document items

Add one or more stock or service lines

Stock item Qty Unit Unit price Discount % Tax type

Code	Description	Location	Qty	Unit	Price	Discount	Margin	Tax	Project	Amount

Document notes

Company-defined document fields

Item CodeDescription 1Extended DescriptionBrandCategorySub CategoryItem TypeStatusBarcode 1Barcode 2

Unit of MeasureUNPC CodeSerial TypeMinimum GP %Maximum GP %

Pricelist	Currency	Pricing basis	Exclusive Price	Inclusive Price

Warehouse	Description	Lead Time	Reorder Level	Reorder Qty	Min Level	Max Level	Active

Default Tax Type

Product Pictures

Upload product images and select the future website main picture

Document DateRequesting UserWarehouseBranch To / Receiving WarehouseTransport ChargeAffected GL AccountAdjustment TypePricelistTransaction Notes

Inventory Items

Search and select multiple items, then edit quantities

Import CSV

Stock code	Description	Category	Warehouse	On hand	Reserved	Available

Supplier & source

Invoice information

Supplier invoice referenceInvoice dateDue dateCurrencyRate of exchangeBuyer

Purchase invoice items

Items copied from the source Purchase Order

Code	Description	Warehouse	Qty	Unit cost	Tax	Amount

Shipment

ClientCommodityQuantity / capacity (T)ETA

Truck allocation

TransporterTruck / HorseDriverRoute

POD and delivered quantities

Uploading the signed POD completes this delivery and automatically activates the GRV and linked customer Delivery Note.

No file selected

Code	Description	Ordered	Received	Complete now