Zudo Works user guide
The complete Zudo Works user guide: stock, bills of materials, work orders, sales, purchasing, quality, accounting, custom forms, reports and workflows, with step-by-step how-tos and real screenshots.
How-to guides
- How to find a task in this guide (or ask Zudo AI)
- How to sign in (with the two-step code)
- How to create your account and finish the setup wizard
- How to invite a teammate
- How to create a role and choose its permissions
- How to turn on the authenticator app for two-step sign-in
- How to add a warehouse
- How to add a unit of measure
- How to add an item
- How to update an item's cost
- How to receive stock
- How to issue stock
- How to transfer stock between warehouses
- How to count stock (stock take)
- How to create a bill of materials (BOM) and release it
- How to create and release a work order (job)
- How to issue materials to a work order and complete it
- How to add a work center
- How to import a CSV file
- How to export a table
- How to add a customer
- How to create a quote and turn it into a sales order
- How to deliver a sales order (shipment)
- How to invoice a delivery and record the customer's payment
- How to add a vendor
- How to create a purchase order and receive it
- How to enter a vendor bill and pay it
- How to post a journal entry
- How to record an expense
- How to add a lead and move its deal on the board
- How to record an inspection
- How to raise an NCR and a CAPA
- How to add a custom field to a built-in form
- How to build a custom form and enter records
- How to create a table report and choose its columns
- How to filter, sort and group a report or table
- How to comment on a cell
- How to build a dashboard and add a chart
- How to rearrange the home dashboard
- How to rename, reorder, hide and show sidebar entries
- How to create a workflow rule
- How to schedule a task
- How to see who added or changed a record
- How to arrange a form by drag and drop
- How to add a button to a report that sets fields
- How to call a report from the API with an API key
- How to mention a colleague in a value
- How to limit what a picker offers and create a record from it
- How to block a save with a validation rule
- How to create an API key and a webhook
- How to edit the e-mail and invoice templates
- How to add and remove sample data
- How to work offline
- How to ask Zudo AI and approve a proposal
Chapters
- What Zudo Works is
- How the system fits together
- Plans, trial and pricing at a glance
- Create your workspace
- Your first hour: the setup wizard and Your journey
- Finding your way around
- Personalising the workspace
- SOP library
- Dashboard
- Items, units and warehouses
- Stock movements and balances
- Bills of materials
- Work orders (jobs)
- Work centres and routing
- Sales: customers, quotes and sales orders
- Purchasing: vendors, purchase orders and procurement
- Users, roles and permissions
- Settings
- Notifications, attachments, tags and saved views
- Mobile, scanning and working offline
- Custom forms
- Records, lookups and subforms
- Detail layouts
- Workflow rules and functions
- Dashboards, widgets and module reports
- Shaping the workspace
- Billing, usage and limits
- Security model
- Self-hosting and configuration
- API conventions
- Authentication endpoints
- Masters endpoints
- Stock endpoints
- BOM and work order endpoints
- Sales and purchasing endpoints
- Users, roles, settings and billing endpoints
- Integration endpoints
- Low-code endpoints
- UI state endpoints
- Webhooks reference
- Error codes
- Tables everywhere: filter, sort, search and 100+ tools
- Comments on cells and rows
- Field API names and the built-in fields
- Schedules
- CSV imports
- CRM: leads and opportunities
- Deliveries, invoices and payments; vendor bills
- Quality: inspections, NCRs and CAPAs
- Manufacturing OS endpoints
- Code examples: curl, JavaScript, an HTML page, a workflow function
- Zudo AI assistant
- Limit what a picker offers (lookup filters)
- Block a save (validation rules)
- Custom fields on every form
- Image, images and video fields
- Zudo AI: everything it can read, calculate, fill in and design
- Profit & loss, ageing and stock value
- Accounting & Finance (the books)
- CRM: contacts, activities, campaigns and the pipeline
- Analytics: more data and ready-made dashboards
- Invite people by e-mail
- E-mail and document templates
- Loading progress and the hard reset
- Appendix A — Data dictionary
- Appendix B — Status machines
- Appendix C — Keyboard shortcuts
- Appendix D — Environment variables
- Appendix E — Glossary
- Appendix F — Feature index