Zudo Works how-to guides

Step-by-step Zudo Works how-to guides with real screenshots: find a task in this guide (or ask zudo ai), sign in (with the two-step code), create your…

How to find a task in this guide (or ask Zudo AI) — Find the steps and screenshots of any everyday task in a few seconds — on the guide page, or by asking Zudo AI.
How to sign in (with the two-step code) — Sign in to your workspace; every new sign-in is confirmed with a 6-digit code so a stolen password alone is not enough.
How to create your account and finish the setup wizard — Create a new workspace for your company (free trial, no card) and answer the 4-step setup wizard.
How to invite a teammate — Ask a colleague to join your workspace by e-mail; they choose their own name and password.
How to create a role and choose its permissions — Give people exactly the access they need, for example a quality inspector who may read stock and move work orders but not see sales.
How to turn on the authenticator app for two-step sign-in — Use an authenticator app (Google Authenticator, Microsoft Authenticator, Authy, 1Password …) instead of e-mailed codes, and keep backup codes for…
How to add a warehouse — A warehouse is any place you keep stock (a store room, the shop floor, a yard); every receipt, issue and transfer names one.
How to add a unit of measure — Units say how an item is counted (each, kilogram, metre, roll). Common units such as EA, KG, M, L and SHEET are already there.
How to add an item — Items are everything you buy, stock or make: raw material, purchased parts, manufactured parts and consumables.
How to update an item's cost — Every item has one current cost — its Standard cost — which fills in the cost or price of every new line you enter for it. Keep it current by hand or let…
How to receive stock — A receipt puts stock into a warehouse — a supplier delivery, opening stock, or anything else that arrives.
How to issue stock — An issue takes stock out of a warehouse for something other than a job — maintenance, samples, scrap. (Material for a job is issued on the job itself.)
How to transfer stock between warehouses — A transfer moves stock from one warehouse to another in one step; the value moves with it at the average cost.
How to count stock (stock take) — There is no separate count sheet: you compare your count with Balances and post an adjustment for the difference.
How to create a bill of materials (BOM) and release it — A BOM lists the components and quantities that go into one unit of a manufactured part; a job uses the released revision to plan its material.
How to create and release a work order (job) — A job (work order) makes a quantity of a manufactured part: it plans the material from the BOM, records what you issue and adds up the cost.
How to issue materials to a work order and complete it — Issuing takes the material out of stock and charges it to the job; completing records how many good units were made.
How to add a work center — A work center is a machine or station with an hourly rate (the laser, the press brake, the paint booth); a job's routing steps run on work centers.
How to import a CSV file — Bring many records in at once from a spreadsheet saved as CSV — items here; units, warehouses, work centers, customers, vendors and custom forms work the…
How to export a table — Every list can be saved as a CSV, Excel or PDF file — for a spreadsheet, a stock report or the accountant.
How to add a customer — Add a company you quote and sell to, so you can pick it on quotes, sales orders, deliveries and invoices.
How to create a quote and turn it into a sales order — Price a job for a customer as a quote, then confirm it into a numbered sales order that reserves the stock.
How to deliver a sales order (shipment) — Record what leaves the building against a confirmed order: shipping issues the stock and fulfils the order lines.
How to invoice a delivery and record the customer's payment — Bill the customer for what you shipped, then mark the invoice paid when the money arrives.
How to add a vendor — Add a supplier you buy from, so you can raise purchase orders and enter their bills.
How to create a purchase order and receive it — Order material from a vendor and book the delivery into stock when it arrives.
How to enter a vendor bill and pay it — Record the supplier's invoice for goods you ordered, approve it, and record the payment you make.
How to post a journal entry — Book an adjustment, accrual or opening balance straight to the ledger with balanced debit and credit lines.
How to record an expense — Record money spent straight from a bank, cash or card account — rent, electricity, repairs.
How to add a lead and move its deal on the board — Capture a possible buyer, convert it into a customer with a deal, and move the deal through the stages.
How to record an inspection — Record an incoming, in-process or final inspection with pass / fail quantities and a checklist.
How to raise an NCR and a CAPA — Report a non-conformance from a failed inspection, then agree a corrective or preventive action against it.
How to add a custom field to a built-in form — Add information a built-in form does not ask for — for example the heat treatment of an item. Works for Items, Customers, Vendors, Sales orders, Purchase…
How to build a custom form and enter records — Keep track of anything the built-in sections do not cover — machine checks, site visits, test results — in your own form, with its own records, reports…
How to create a table report and choose its columns — Save a list of exactly the rows and columns people need — for example every machine check, newest first — that anyone allowed can open, filter and export.
How to filter, sort and group a report or table — Narrow any list or table report down to the rows you need, put them in order and group them. The same toolbar is on every list (Items, Customers, Jobs …)…
How to comment on a cell — Leave a note on one value — or on a whole row — for your colleagues, and answer it in the same thread.
How to build a dashboard and add a chart — Put charts and key figures over any section or custom form on one page — click a bar later to see the records behind it.
How to rearrange the home dashboard — Decide what everyone sees first on the Dashboard: which boxes, in which order, how big, and in which colour.
How to rename, reorder, hide and show sidebar entries — Give sections and entries the names your team uses, put the most used ones on top and tuck away what nobody needs. The sidebar is the same for everyone…
How to create a workflow rule — Let the system act on its own when a record is created, changed or deleted — for example mark every failed machine check as escalated.
How to schedule a task — Run an update by the clock — every evening, every Monday, once on a date — for example close every passed machine check at 18:00.
How to see who added or changed a record — Find out who created a record and who changed it last — on every list, on a record's page and in the audit log.
How to arrange a form by drag and drop — Put the fields of an entry form where your people expect them — wider boxes for long values, headings between groups, an extra field — for everyone in…
How to add a button to a report that sets fields — One click changes a field on many records at once — for example tick the items that may be moved and set their Allow Movements box to Yes. Works on table…
How to call a report from the API with an API key — Read the rows of any report from a script, a spreadsheet or another system — the report decides the columns, filters and order.
How to mention a colleague in a value — Draw a colleague's attention to a record by writing @ and their name in a text field — they get a notification that opens the record.
How to limit what a picker offers and create a record from it — Make a picker offer only the records that fit — for example only bought items on purchase orders — and create a missing record straight from the picker.
How to block a save with a validation rule — Stop incomplete or wrong records at the door with your own message — for example "Enter the material grade for raw material."
How to create an API key and a webhook — Let another system read or write your data (API key), or be told automatically when work orders and orders change (webhook). Owners only.
How to edit the e-mail and invoice templates — Change the wording of the e-mails sent to customers and vendors, and the look of printed invoices, credit notes and statements. Owners only.
How to add and remove sample data — Fill a new workspace with example records to try everything out, then remove them with one click. Owners only; your own records are never touched.
How to work offline — Keep working when the connection drops: pages you opened still show, and simple records are saved on the device and sent when you are back online.
How to ask Zudo AI and approve a proposal — Ask questions about your workspace in plain words; when Zudo AI proposes a change (a chart, a dashboard, a record update) nothing happens until you…