Product Tour

CRM overview

A lead converts into a real customer, and an opportunity converts into a quotation -- real conversion, not manual copy-paste.

From lead to quotation

Turn commercial interest into an opportunity and then a sales quotation.

The opportunity pipeline board (Kanban)

Moving an opportunity between stages here is a "Move to →" button click, not drag-and-drop -- a deliberate choice, not a technical gap.

HR overview

Leave requests have a real, staged status; the employee's own record has no status at all.

Adding a department, an employee, and recording attendance

Set up departments first, then employees, since every employee must belong to a department that already exists.

Hiring a recruitment applicant

The "Hire" button automatically creates a real employee record from the applicant's data -- not just a status change.

Setting up the basics: job positions, leave types, and work schedules

These three are foundational infrastructure -- they need to exist before recruitment, leave, and work-day calculations can function correctly.

Create and approve a leave request

Submit leave and approve or reject it while pending.

Geofenced attendance and overtime calculation

Kiosk check-in is location-gated, and a single day's unresolved conflict blocks the entire payroll run.

The employment contract

With no active contract for a given date, no work entry is ever generated for that employee -- no attendance, no leave, no overtime.

Performance appraisal cycles

An appraisal plan auto-generates review cycles on a schedule, and the default reviewer is the employee's own manager.

Compliance records and lifecycle checklists

A compliance record automatically flips to "expired" once its expiry date passes -- no manual action needed.

Training courses and enrollment

Completing a skill-linked course automatically creates or updates the employee's skill record, including its expiry date.

Recruitment interviews and templates

The interview template defines questions and a scorecard; the interview itself links to an applicant not yet hired or refused.

Employee referrals and reward redemption

Points are awarded automatically as the referred applicant advances through each stage, fully protected against double-awarding even if the same stage repeats.

Skills, workforce planning, and employee documents

The skills catalog is company-wide, while an employee's own skill record is a separate, per-employee entry with its own certification and expiry dates.

Reports overview

11 ready-made financial reports each backed by a real calculation service, plus a tool for building custom reports from any data.

Building a custom report

Choose any module, fields, and filters, then set grouping to get a table, chart, or pivot ready to save and schedule.

Financial statements: trial balance, income statement, balance sheet, cash flow

The four core statements any accountant needs, each built directly from real journal entries.

Aged balances, VAT return, and account statements

Who owes you, who you owe, and what's due for tax -- three different angles on the same real invoice data.

Branches & Currencies overview

Understand the real Branches & Currencies pages and workflows available in Zervixo.

Setting up document approval chains

Currently applies to only 4 document types, and the threshold is checked against total quantity or amount depending on the document.

Exchange rates

The exchange rate used is only the one recorded at document-creation time -- updating it later never changes a transaction already recorded.

Activity and business-rule execution logs

All of these screens are fully read-only -- no create or edit action anywhere, just a log of what actually happened in the system.

Demo data and sitemap settings

Two internal tools rarely used by a regular company admin -- neither relates to day-to-day operations.

Integrations overview

Which providers actually work today, and which ones aren't available yet, before you try connecting anything.

Mapping requests and fields for a custom API platform

Explains request purposes versus field mappings, what is automated, and how list, create, update, and delete operations are handled.

How e-commerce integrations work

One shared mechanism for every provider: the same connect steps, the same sync direction, and the same setup pages.

Connecting your Shopify store

Needs your shop domain before redirecting, and also supports installing directly from the Shopify App Store.

Shopify billing & plans

Shopify is the one provider billed through Shopify's own billing system, not your normal Zervixo subscription billing.

Connecting your Salla store

Two ways: a normal connect using the same steps as every other provider, or "Easy Mode" straight from the Salla App Store with no traditional OAuth.

Resolving mapping conflicts

When a synced product or customer looks like an already-existing record, the system pauses it for your review instead of guessing.

Monitoring sync health and history

One page brings together connection status, last sync, and any rate-limit warnings; another lists every past sync run.

Troubleshooting e-commerce sync

The real messages you'll actually see when something breaks -- exactly as the system shows them, not a paraphrase.

Connecting service providers (AI, authentication, email, storage, e-signature, messaging)

All of these pages share the same shape: enable + one API key -- they are not part of the e-commerce OAuth connect mechanism documented in its own article.

Provider logs, API requests, and webhooks

Fully read-only screens -- there's no create action anywhere here; every row arrives automatically from real activity.

Billing & Marketplace overview

Every add-on module you subscribe to goes through here, and each subscription's state is a specific real stage, not just on/off.

Licenses, marketplace settings, and updates

A read-only page for each module's license status, and settings controlling who can install paid modules.

Point of Sale overview

The actual screen a cashier uses to complete sales, open and close cash sessions, and process refunds.

Opening and closing a POS register session

Each session belongs to a specific register, and a register can only have one open session at a time.

Completing a sale with more than one payment method

The full Sales document chain is built automatically behind the scenes when checkout completes.

Processing a return from the POS

A POS return reuses the same Sales Return mechanism, not a separate one.

Documents overview

A simple file archive organized into folders -- no status lifecycle or approval, a file is either there or deleted.

Communication Hub overview

Understand the real Communication Hub pages and workflows available in Zervixo.

Connecting a WhatsApp channel (WhatsApp Cloud API)

Set up a WhatsApp channel so customer messages arrive in the conversations inbox and you can reply from there.

Managing the inbox: replying, assigning, and AI handoff

How to reply to customers, change a conversation's status, assign it to a teammate or hand it off to AI, and add an internal note.

Smart Reply in Communication Hub

A genuinely real automated reply backed by an actual AI provider -- unlike the general "AI" page, which has no real functionality yet.

Zervixo Template Library

Start from a ready-made blueprint instead of writing a WhatsApp template from scratch, with the variable count derived automatically.

WhatsApp templates and Meta's approval cycle

Every template message (outside the 24-hour window) must be pre-approved by Meta -- how to track its status and understand a rejection.

Campaigns: sending a template message to a customer segment

Send one approved WhatsApp message to a group of customers at once, with each recipient's status tracked live.

Segments: defining who a campaign or automation reaches

A group of contacts, defined manually or by dynamic rules, used as the target audience for campaigns and automations.

Automations: sending a WhatsApp message automatically on a real ERP event

Automatically sending an approved template message when a record is created, updated, or a date is reached -- like an overdue-invoice reminder.

Automation Log: tracking every send attempt

A read-only log showing every time an automation attempted to send, and its real outcome.

Communication Hub reports

Sent, delivered, read, and failed counts, computed directly from the same real conversations and campaign data.

Email notifications when a WhatsApp message arrives

A batched email notification (not one email per message) when customer messages arrive, with an optional per-conversation mute.

Linking a WhatsApp contact to a real customer, and AI answers from your own data

How a new WhatsApp number is automatically linked to a real existing customer or lead, and how Smart Reply answers product/price/stock questions only from your own real data.

Manufacturing overview

A work order automatically builds any short component that has its own BOM, instead of rejecting the operation.

From BOM to work order

Define product components, then create and track a work order.

Why did completing my work order also create other work orders?

When a component is itself a product with its own BOM, the system builds it automatically instead of rejecting the operation.

E2E_TEST How to create a new invoice

Simple steps to create a new sales invoice from the dashboard.

Dashboard overview

The first screen you see after login, and the priority order between your personal dashboard, the company one, and the platform default.

Customizing your personal dashboard

Adding and arranging tiles, saving more than one layout, sharing with teammates, or reverting to the inherited default.

The company-wide default dashboard

One single dashboard per company, managed by a Company Admin, that never affects an employee who already customized their own.

Projects overview

Understand the real Projects pages and workflows available in Zervixo.

Adding tasks to a project and billing it

Tasks are managed from inside the project itself; billing integration is not available yet.

The project Task Board

A real Kanban board that moves a task between statuses by clicking, not by drag-and-drop.

Purchases overview

The full purchasing cycle from suppliers to the supplier bill, and the one specific step that actually adds to stock.

From purchase order to receipt and supplier bill

How to confirm an order, receive goods, then create a supplier bill.

Why don't "Create Goods Receipt" or "Create Bill" appear?

Both actions only appear once the purchase order is approved.

Purchase request and comparing multiple supplier quotes

The optional step before a purchase order to compare supplier pricing.

Managing suppliers

Core supplier data plus a live-computed scorecard drawn straight from real receipt history.

Purchase returns

A purchase return posts and deducts stock the moment it is saved -- no separate confirm step, and every later edit re-posts again.

Landed costs and inventory revaluation

Allocation across receipt lines is fully automatic per the chosen split method, and excludes rejected/damaged quantities entirely.

Purchase agreements and vendor spend

A price agreement is pure reference data -- activating it posts no journal entry and touches no stock, and it isn't yet automatically consulted for pricing on any other document.

Support overview

Open a ticket for any technical issue or question, and follow the support team's replies from the same place.

Creating your company and first login

The full registration path from the signup page to your first dashboard.

Setting your company's base currency

Choosing the currency every invoice, report, and journal entry will display in.

Creating a branch and a warehouse

Branches and warehouses are the foundation every Sales/Purchases/Inventory operation is built on.

Adding a new user to your company

Inviting a new teammate by email, choosing their role and permissions from the same form.

Creating a role and granting permissions

Roles group a set of permissions together to apply to more than one user at once.

Subscribing to a new module

Activating an add-on module (e.g. Manufacturing or Payroll) from the module marketplace.

Uploading a bank transfer proof

Settling a subscription invoice via manual bank transfer and uploading proof for review.

Accepting a payment (Platform Admin side)

Reviewing and approving or rejecting a bank transfer proof from the central Admin panel.

What happens when a subscription expires

Understanding the Grace Period and what stays available versus what stops when a license expires.

Renewing a module subscription

Reactivating a module that has expired or is about to.

Connecting a payment gateway for your own customers

Setting up an online payment gateway (e.g. Creem) so YOUR OWN customers can pay their invoices online — completely separate from you paying for your Zervixo subscription.

Creating a new customer

The first step in any sale — recording the customer's details.

Creating a quotation

The first document in the sales chain: a quotation later converted to a sales order upon acceptance.

Creating a sales order

The real commitment to sell — from here, stock reservation begins ahead of delivery.

Issuing a sales invoice

Converting a sales order (fully or partially) into a real invoice with a real accounting entry.

Recording a payment against an invoice

Recording what a customer actually paid against an issued invoice.

Issuing a ZATCA-compliant tax invoice

Generating the digitally-signed e-invoice per ZATCA's requirements.

Creating a purchase order

The formal commitment to buy from a supplier, after a purchase request or their quotation is approved.

Receiving goods

Recording the actual receipt of goods from the supplier — this is where stock quantity genuinely increases.

Connecting a custom platform and mapping requests and fields

From testing the connection and importing Postman/OpenAPI through assigning request purposes, mapping fields, and activating synchronization.

Connecting your Zid store

Linking your Zid online store to your Zervixo account via OAuth.

Importing products from Zid

Pulling your product catalog from Zid so it appears inside Zervixo's inventory.

Receiving an order from Zid

What is supposed to happen when a new order arrives from your Zid store.

Stock deduction from a Zid order

How stock is supposed to be deducted automatically when a product sells through Zid.

Why doesn't the quantity shown on Zid update when I sell a product directly inside Zervixo?

Inventory sync is one direction only: from Zid to Zervixo, not the other way around.

Purchasing a module from the Marketplace

The same "Subscribing to a module" scenario above, from the marketplace-browsing angle.

Submitting a module as a developer

Submitting a new module's metadata for the Zervixo team's review before it's published in the marketplace.

Approving a developer-submitted module

A Platform Admin reviewing a submitted module and approving or rejecting it.

Connecting a WhatsApp channel to Communication Hub

Linking a real WhatsApp Business number so your customers' messages arrive in one shared inbox.

Receiving and replying to your first conversation

From a customer's first message arriving after connecting a channel, to replying from the inbox.

Sending your first WhatsApp campaign

From building a customer segment to sending it an approved template and tracking each message's status.

Submitting a WhatsApp template and waiting for Meta's approval

From picking a ready-made blueprint in the Template Library to submitting it to Meta and tracking its status until it is usable.

Setting up an automatic WhatsApp reminder for an overdue invoice

Automatically sending a customer a WhatsApp message the day after their invoice becomes overdue, with no manual action.

A customer asks about a product on WhatsApp and gets a real answer

How Smart Reply answers price and availability questions from the company's real inventory data, never guessing.

A WhatsApp contact gets linked to an existing customer or lead automatically

How Communication Hub recognizes a new WhatsApp contact by matching their phone number against existing customer and lead records.

Settings overview

Five separate pages for five genuinely different purposes -- from your company's legal data to your own personal API keys.

Company data: legal name, VAT number, and commercial registration

This data feeds directly into your invoices and your ZATCA e-invoice, so accuracy here matters.

Business rules (automation)

A rule fires automatically on every save of its target record -- not a report filter, but real automation that can block the save, send a notification, or require approval.

Assets overview

Depreciation posts a real accounting entry automatically every month; marking an asset disposed is descriptive only for now.

Asset depreciation and disposal

Both depreciation posting and disposal create real accounting entries.

Asset models and asset reports

A model isn't a permanent link -- picking one when creating an asset copies its default values once only, then the asset is completely independent.

Payroll overview

The real setup order: a salary structure, then components, then a run -- every component is computed automatically at run time.

Prepare a payroll run

Set components and period, then review the run before approval.

Setting up a salary structure and its components

A component is computed automatically at run time per its chosen calculation method -- you never type the amount by hand each time.

Payslips and recurring deductions (loans)

A payslip is a real, downloadable PDF file, and a recurring deduction's balance automatically decreases with every run until it's paid off.

Users, Roles & Permissions overview

There's no direct "create user" button -- adding someone only happens by invitation, and permissions are built from ready-made levels, not one long checklist.

Accounting overview

Every journal entry posts directly with no draft step, and the only available correction is a full reversal.

Create, post, and reverse a journal entry

The balanced journal lifecycle and when a posted entry can be reversed.

I edited an invoice and a new journal entry appeared — what happened to the old one?

A journal entry can never be edited directly, so the system handles the edit for you safely.

Setting up taxes

One flat rate per record, no compound taxes and no price-included computation.

Budgets and variance tracking

One budget ties one account to one period, and variance is computed live from actually posted entries.

Bank reconciliation

One matching rule can post a real journal entry with a single confirm click.

Closing and reopening a fiscal year

Closing a year blocks new postings across every module before its date -- not just manual journal entries.

Recording an expense

Every expense posts the moment it is saved with no approval step, and Cash is always the offsetting account regardless of the chosen payment method.

The General Ledger report

Every movement on one account in chronological order with a running balance -- the primary audit and reconciliation report.

Cost centers and analytic tags

Both are an extra dimension recorded on journal entries for analysis -- neither affects the posting itself.

Deferred and recurring journal entries

A deferred entry locks the moment its first line posts -- no edit or delete after that, view only.

Batch payments and customer follow-up

A batch payment is purely an organizing layer -- each ticked document is settled with exactly the same "record payment" mechanism as doing it one at a time.

Analytic tag and cost center reports

The cost-center report shows real profit and loss computed from entries actually posted to that center, not an estimate.

Currency revaluation

Posting is fully protected against duplication -- trying to revalue the same date a second time is explicitly rejected.

AI overview

Understand the real AI pages and workflows available in Zervixo.

The AI assistant and its settings

The default "read-only" mode blocks the assistant from executing any real action -- switching to "read-write" is what unlocks it to draft real actions for your review.

Sales overview

Every real Sales document from customer to invoice, and the one specific step that actually affects stock.

From quotation to sales invoice

The actual quotation-to-order-to-delivery-to-invoice workflow.

Why can I not confirm a sales order?

Check status, permission, and required data before confirming.

Why is there no confirm button on a sales return?

A sales return works differently from every other Sales document.

Deliveries and stock deduction

Delivery is the only Sales document that actually deducts stock -- an invoice alone never touches inventory.

Sales pricelists

The highest matching quantity break wins first -- priority only breaks ties within the same quantity tier.

Customer subscriptions and recurring billing

Recurring billing runs automatically via a scheduled job, and always creates the invoice as a draft with no auto-posting.

Discount coupons and loyalty programs

Loyalty points are only ever added manually from the Loyalty Account page -- there is no automatic point accrual on a sale yet.

Sales analysis and the forecast pipeline

The margin figure in the Analysis report is an approximation for visibility only, not a GL-matching cost-of-goods number.

Gift cards

The initial and current balance both lock the moment a card is created -- the only allowed changes afterward are topping up or deactivating, never editing the balance directly.

Quotation templates, commission plans, and tax rules

A quotation template is pure reference data -- it affects nothing until the moment it's actually applied to a new quotation.

Sales forecasts and payment events

Payment events is a fully view-only screen -- every row arrives automatically from a real, verified payment-provider webhook, with no manual creation possible at all.

Inventory overview

Understand the real Inventory pages and workflows available in Zervixo.

Stock adjustment and warehouse transfer

When to use adjustments versus transfers and how confirmation affects stock.

Inventory terms: movement, adjustment, transfer, and lot

A short glossary for terms used on the actual Inventory pages.

Why did a sale go through even though stock was negative?

A company-wide setting can allow selling quantities that are not actually on hand.

Adding and managing a product

The real fields you fill in when creating a product, and how opening stock is recorded as a genuine stock movement.

Organizing products: categories, brands, and units

All three are simple, flat, single-field lists, and deleting one never deletes the products linked to it.

Setting up a warehouse

The incoming/outgoing steps you choose determine whether sub-locations get created automatically for the warehouse.

Cycle counts (blind counting)

The counter never sees the expected quantity while counting -- the variance is only computed after the actual count is entered.

Product lots and serial numbers

Neither record has a manual create form -- the only way either exists is a "Receive" action that always ties it to a real stock movement.

Automatic reorder rules

The scheduled job automatically creates a real purchase order, and silently skips any product with no preferred supplier configured.

The barcode scan console

A fast screen for three stock operations with no upstream document (no PO/SO) -- not a replacement for Adjustments or Cycle Counts.

The stock movements ledger

The one read-only ledger that answers "why did my stock change" -- every other inventory operation writes here and nowhere else.

Putaway rules and stock locations

The highest-priority rule matching a specific product wins first; there's no single fixed order -- product-specific beats category, category beats general.

Forecasted stock and traceability report

The "incoming" figure is a per-product total across all warehouses combined -- purchase orders in this system carry no warehouse dimension, so it can't be split precisely per warehouse.