Help Center

Getting Started

New to Zimozo? Follow these steps to get your business set up quickly.

How to set up your first location

1. Log in and go to Business Settings → Locations.
2. Click Add Location and enter the business name, address, and contact details.
3. Set the default currency and timezone for this location.
4. Assign users and set permissions for the location.
5. Configure POS (point of sale) settings if you use in-store sales.

Exporting reports to Excel

Most list and report screens offer an Export to Excel or Export button. Use it to download the current view or report as a spreadsheet for further analysis or sharing.

Account & Billing

Manage your subscription, payment methods, and invoices in one place.

• View and update your plan from the subscription or billing section in settings.
• Payment history and invoices are available under Account or Billing.
• For plan changes or billing issues, contact support at support@zimozo.lk.

POS & Sales

Use the point of sale to process sales and manage transactions.

Processing a sale in POS

1. Open POS from the main menu and select the correct location if you have multiple.
2. Add products by searching or scanning barcodes; adjust quantity and price if needed.
3. Apply discounts or promotions if applicable.
4. Choose payment method (cash, card, etc.) and complete the sale.
5. Print or email the receipt from the transaction summary.

Inventory

Keep stock levels accurate with products, transfers, and adjustments.

Adding products to inventory

1. Go to Products (or Inventory → Products) and click Add Product.
2. Enter name, SKU, category, and unit. Add variations (size, color) if needed.
3. Set purchase and sell prices, and optionally barcode.
4. Save the product, then add opening stock or purchases to update quantities per location.

Accounting

Financial reports, journal entries, and reconciliation.

Understanding your P&L report

The Profit & Loss (P&L) report shows revenue, cost of goods sold, and expenses over a selected period. Use the date range and grouping options to compare periods or drill down by location. Run it from Reports → Profit & Loss (or equivalent in your plan).

HR & Payroll

Employee management, attendance, and payroll processing.

Setting up employee shifts

1. Go to HR or Staff settings and open Shifts or Schedules.
2. Create shift templates (e.g. Morning, Evening) with start and end times.
3. Assign shifts to employees by date or recurring pattern.
4. Use the attendance or timesheet view to record and approve hours.