Business ERP · Getting started
Set up ZidiCore Business ERP
Complete the core structure before posting live transactions. Use approved opening information and assign individual users with the least access needed for their work.
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Confirm organization and branch settings
Verify business identity, branches, stock locations, numbering and operating settings. Agree on the go-live date.
Create users and roles
Assign manager, accountant, cashier or other supported roles according to responsibility. Test permissions with representative accounts.
Review accounts and tax settings
Confirm the chart of accounts, bank and cash accounts, tax configuration and posting rules with the responsible finance user.
Prepare master data
Create or import approved items, services, customers and suppliers using consistent identifiers, units, prices and credit settings.
Load and reconcile opening information
Post verified opening stock and financial information through the supported process, then review trial balance and inventory reports before live use.
Before you finish
- Branches and roles match the business.
- Master data is clean and approved.
- Opening stock and balances reconcile.
- A complete test sale and purchase were reviewed.
Still need help?
Account-specific problems should be handled through an authenticated support ticket so the team can identify the correct organization and application.