Question 1

Log in and tour the workspace (Dashboard)

Accepted Answer

Open ZSolTech and sign in with the username and password from your administrator. Confirm the Branch and Financial Year shown in the title bar — switch branch if needed. Use the left menu groups (Master, Transaction, POS, Add-Ons, Inventory Reports, Financial Reports, Utilities) to reach any screen. Pin the screens you use most to Favourites for one-click access.

Question 2

Set up your company, locations & currency (Master > General Master)

Accepted Answer

Go to Master › General Master › Location and add each showroom, vault or warehouse. Open Currency and add the currencies you trade in, with their symbols. Open General Groups to organise your ledgers and categories.

Question 3

Understand your daily routine (Dashboard)

Accepted Answer

Start the day by confirming gold/metal rates (Daily Karat Master). Use POS for sales, returns and exchanges through the day. Close the day with POS › POS Reports › POS Daily Closing Summary.

Question 4

Build your Chart of Accounts (Master > Chart of Account > Chart of Accounts)

Accepted Answer

Open Master › Chart of Account › Chart of Accounts. Add account heads under Assets, Liabilities, Income and Expense. Set up Trade Debtor, Trade Creditor and Staff Advances ledgers from the same group. Save — these accounts are now available across every transaction.

Question 5

Create metal, karat & division masters (Master > Metal Master)

Accepted Answer

Open Master › Metal Master › Karat Master and define each karat (14, 18, 21, 22, 24, 925, 9K). Use Metal Stock Master to define your metals and Division Master for product divisions. Set Metal Rate Type and Metal Prefix Master for barcode/SKU prefixes.

Question 6

Set today's gold rates (Daily Karat Master) (Master > Daily Karat Master)

Accepted Answer

Open the Daily Karat Master. Enter the Sale Rate and Purchase Rate for each karat. Set the Default Karat for Old Gold Exchange. Save — every POS sale, buy-back and revaluation now uses these live rates.

Question 7

Set up cost centers (Master > Cost Center)

Accepted Answer

Open Master › Cost Center. Create cost centres for Making Charges, Metal Division, Diamond Jewellery & Stones and Consumable Items. These let you attribute and analyse profit accurately.

Question 8

Add diamond, stone, pearl & watch masters (Master > Diamond Jewellery & Precious Stone)

Accepted Answer

Open Master › Diamond Jewellery & Precious Stone. Create Design Master, Diamond Jewellery Master, Loose Stone Master, Pearl Master, Colour Stone Master and Watch Master entries. Use Jewellery Assembling Master to define sets and assemblies.

Question 9

Create certificate masters (Master > Quality Control > Certificate Master)

Accepted Answer

Open Master › Quality Control › Certificate Master. Add the certifying bodies and certificate formats you use. Link certificates to diamond/jewellery items for traceability.

Question 10

Make a sale (POS > POS Transactions > POS Sale (Ctrl+L))

Accepted Answer

Open POS › POS Transactions › POS Sale, or press Ctrl+L. Select or add the customer (mobile / loyalty lookup). Add each item by Stock Code or barcode; the weight, karat rate and amount auto-fill. Apply making charges and discount; VAT is calculated automatically. Press Save, then choose payment: F5 Cash, F6 Card, F7 Advance, F8 Customer, F9 Gift Voucher, F10 Others (split across modes if needed). Confirm to Complete the Sale (F12) and print the invoice.

Question 11

Do an old-gold exchange / buy-back (POS > POS Transactions > POS Sale)

Accepted Answer

Start a POS Sale and add the new item(s). Open the Exchange tab and enter the old-gold weight and karat. The system values it at the live buy-back rate and nets it against the bill.

Question 12

Process a return (POS > POS Transactions > POS Return)

Accepted Answer

Open POS › POS Transactions › POS Return. Pull up the original invoice or scan the item. Select the line(s) being returned and confirm the refund mode.

Question 13

Take an advance receipt (POS > POS Transactions > POS Advance Receipt)

Accepted Answer

Open POS › POS Transactions › POS Advance Receipt. Select the customer and enter the advance amount and purpose. Save — the advance is available to adjust against a future sale.

Question 14

Verify a tourist VAT refund (POS > POS Transactions > Tourist VAT Refund Verification (VRV))

Accepted Answer

Open POS › POS Transactions › Tourist VAT Refund Verification (VRV). Look up the sale and capture the tourist's ID details. Generate the verification for the refund scheme.

Question 15

Run the daily closing (POS > POS Reports > POS Daily Closing Summary)

Accepted Answer

At end of day open POS › POS Reports › POS Daily Closing Summary. Review sales, collections and payment-mode totals. Reconcile cash, then print/export the closing.

Question 16

Create a sales order (POS > POS Transactions > Point Of Sales Order (OSO))

Accepted Answer

Open POS › POS Transactions › Point Of Sales Order. Select the customer and add the ordered items with specifications. Set the Delivery Date; tick Fix Metal Rate and Hold for Sales if the rate should be locked. Save and take an advance if required.

Question 17

Cancel an order with refund (POS > POS Transactions > POS Sales Order Cancellation)

Accepted Answer

Open POS › POS Transactions › POS Sales Order Cancellation. Select the order, set the refund mode and any cancellation charge. Save to process the refund and release the held stock.

Question 18

Lock or unlock an order (POS > POS Transactions > POS Order Lock Or Unlock)

Accepted Answer

Open POS › POS Transactions › POS Order Lock Or Unlock. Find the order and toggle its lock status to prevent or allow edits.

Question 19

Add or edit a customer (POS > CRM Master > POS Customer Master)

Accepted Answer

Open POS › CRM Master › POS Customer Master and click New. Enter contact, nationality and ID/KYC details and credit limit. Fill Preferences, Interests, occasions (birthday/wedding) and tax details. Set the loyalty code and opening points, then Save.

Question 20

Record feedback & follow-ups (POS > CRM Transactions > POS Customer Feedback / Follow up)

Accepted Answer

Open POS › CRM Transactions › POS Customer Feedback / Follow up. Log the customer's feedback and the next action / reminder date. Track completion under POS Customer Feedback Action.

Question 21

Get sales suggestions for a customer (Add-Ons > Dashboard > CRM Dashboard)

Accepted Answer

Open Add-Ons › Dashboard › CRM Dashboard. Search the customer and open the Sales Suggestion (Diamond / Metal) tab. Review recommended pieces based on their buying pattern and price band.

Question 22

Compare festival sales (POS > CRM Reports > Festival Sales Comparison)

Accepted Answer

Open POS › CRM Reports › Festival Sales Comparison. Pick the festivals/periods to compare and run the report.

Question 23

Look up stock (POS > POS Reports > Inventory Look-Up)

Accepted Answer

Open POS › POS Reports › Inventory Look-Up. Search by SKU, barcode, design or karat to see live availability and location.

Question 24

Transfer stock between branches (Transaction > Branch Transfer)

Accepted Answer

Open the Branch Transfer Out screen and select destination branch and items. Confirm — the company in-transit document is generated automatically. The receiving branch accepts it as a Transfer In.

Question 25

Build an image catalogue (Add-Ons > Catalogue)

Accepted Answer

Open Add-Ons › Catalogue › Catalogue Master (Diamond or Metal). Add pieces with images, specifications and prices. Use Catalogue Viewer to show clients and Catalogue Stock Balance to see availability.

Question 26

Take in a repair (Add-Ons > Repair Transaction > Jewellery Receipt - Repair)

Accepted Answer

Open Add-Ons › Repair Transaction › Jewellery Receipt - Repair. Record the customer, the item, its condition and the work required. Provide the estimate and expected delivery date.

Question 27

Issue to and receive from the workshop (Add-Ons > Repair Transaction > Issue To Workshop - Repair)

Accepted Answer

Open Issue To Workshop - Repair and assign the job to a workshop/artisan. When complete, record Receive From Workshop with metal recovery and wastage.

Question 28

Deliver a finished repair (Add-Ons > Repair Transaction > Customer Delivery - Repair)

Accepted Answer

Open Customer Delivery - Repair and select the completed job. Collect any balance and hand over the piece. Track everything under Add-Ons › Repair Reports › Repair Register.

Question 29

Set up loyalty tiers (Add-Ons > Loyalty > Loyalty Card Master)

Accepted Answer

Open Add-Ons › Loyalty › Loyalty Card Master. Create tiers (e.g. Standard, Gold, Diamond) with their Points From–To bands. Set metal & diamond discount %, points expiry days and the point-multiply factor. Choose whether to send SMS/email on earn and redeem.

Question 30

Configure points rules (Add-Ons > Loyalty > Loyalty Program Settings)

Accepted Answer

Open Add-Ons › Loyalty › Loyalty Program Settings. Define how points are earned by division, karat and sub-category. Set the standard amount spent per point and redemption rules.

Question 31

Issue and track a gift voucher (Add-Ons > Gift Voucher > Gift Voucher Issue (GFT))

Accepted Answer

Create voucher types in Gift Voucher Master. Open Gift Voucher Issue (GFT) to issue a voucher to a customer. Track usage in Gift Voucher Enquiry and Gift Voucher Log.

Question 32

View Trial Balance, P&L & Balance Sheet (Financial Reports)

Accepted Answer

Open Financial Reports and choose Trial Balance, Profit & Loss or Balance Sheet. Set the date range and run; inventory is revalued against live metal rates. Export to Excel or PDF as needed.

Question 33

Track outstanding & ageing (Financial Reports > Outstanding)

Accepted Answer

Open the Outstanding / Ageing report. Filter by customer or supplier to see balances by ageing bucket. Use it to drive collections.

Question 34

Manage cheques & bank (Transaction > Cheque Book)

Accepted Answer

Use Cheque Book Management to register and track cheques. Reconcile against the online/bank statement.

Question 35

Set salesman targets (Add-Ons > Master > Salesman Target (POS))

Accepted Answer

Open Add-Ons › Master › Salesman Target (POS) — or Salesman Target (Wholesale). Assign each salesman a target by period. Track progress in POS › CRM Reports › POS Salesman Target Analysis.

Question 36

Plan the yearly budget (Add-Ons > Master > Yearly Budget Planner)

Accepted Answer

Open Add-Ons › Master › Yearly Budget Planner. Enter budgets by period and head, then save to measure against actuals.

Question 37

Open the POS & target dashboards (Add-Ons > Dashboard)

Accepted Answer

Open Add-Ons › Dashboard › POS Dashboard or POS Target Dashboard. Set the branch and date range and refresh to see live KPIs.

Question 38

Run and export any report (Inventory / Financial Reports)

Accepted Answer

Open the relevant Reports group and pick a report. Set filters and run; use Export to send to Excel or PDF. Use scheduled and bulk document printing for routine outputs.

Question 39

Manage users, roles & permissions (Utilities > User Management)

Accepted Answer

Open Utilities › User Management. Create users and assign role-based permissions down to module and action level. Set approval workflows for high-value actions.

Question 40

Back up & review the audit trail (Utilities)

Accepted Answer

Schedule automated backups from Utilities. Review the Audit Trail to see every change, by whom and when.

Learn ZSolTech, module by module

Getting Started

Masters & Setup

Point of Sale

Sales Orders

CRM & Customers

Inventory & Catalogue

Manufacturing & Repairs

Loyalty & Gift Vouchers

Accounting & Finance

Targets & Budgets

Reports & Dashboards

Administration & Security

Continue exploring ZSolTech

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