Help Center

Quick start

How do I start using KZANT after registering my company?

Start by reviewing company information, then add branches and users as needed. Next, enter opening balances, customers, suppliers, and products before issuing invoices.

What is the first step after creating the company?

The first step is to review the company and main branch information and make sure the basic account settings are correct.

What is the correct order for setting up the system for the first time?

Suggested order: company information, branches, users and permissions, opening balances, customers, suppliers, products, warehouses, then start transactions.

Should opening balances be entered first?

It is best to enter opening balances before starting actual transactions so financial reports are more accurate.

Should I add customers or products first?

Either can be added first, but before issuing the first invoice the customer and required products or services must exist.

What data should be entered before issuing the first invoice?

Enter the customer details, products or services, tax if applicable, and the warehouse if the invoice affects inventory.

How do I review company data?

From Company Settings or the dashboard, you can review and update company information according to your permissions.

How do I add a new branch?

On the Branches page, select Add Branch, enter the branch name and details, and save the record.

How do I add a new user?

On the Users page, select Add User, enter their details, and assign their role and permissions.

How do I set user permissions?

From User or Role Management, assign the appropriate role and available permissions to the user.

Customers

How do I add a new customer?

From the Customers menu, select Add Customer, enter the customer details, and save the record.

How do I edit customer data?

Open the Customers page, select the required customer, then click Edit and update the data.

How do I search for a customer?

Use the search box or filters on the Customers page to find the required customer.

How do I delete a customer?

A customer can be deleted from the Customers page if you have permission and no restrictions prevent deletion.

How do I review a customer statement?

From account reports or the customer page, you can review related transactions and balances.

How do I track customer receivables?

Review customer or accounts receivable reports to see outstanding balances.

How do I add a customer address?

When adding or editing a customer, you can enter the address in the customer details.

How do I add a customer tax number?

Enter the tax number in the designated customer field when available.

Suppliers

How do I add a new supplier?

From the Suppliers menu, select Add Supplier, enter the supplier details, and save the record.

How do I edit supplier data?

Open the Suppliers page, select the required supplier, then click Edit and update the data.

How do I search for a supplier?

Use the search box on the Suppliers page to find the required supplier.

How do I delete a supplier?

A supplier can be deleted if you have permission and no transactions prevent deletion.

How do I review a supplier statement?

From the supplier page or account reports, you can review related transactions and balances.

How do I track supplier payables?

Review supplier or accounts payable reports to see outstanding amounts.

Products

How do I add a new product?

On the Products page, select Add Product, enter the name, price, and required details, then save the record.

How do I edit product data?

Open the Products page, select the required product, then click Edit and update the data.

How do I delete a product?

A product can be deleted if you have permission and no linked transactions prevent deletion.

How do I set the selling price?

Enter the selling price in the designated field when adding or editing the product.

How do I set the purchase price?

Enter the purchase price in the product details if the field is available.

How do I add an initial quantity?

Initial quantity can be added through product data, opening balances, or inventory movements depending on the settings.

How do I add a product image?

If the feature is available, you will find a field for uploading a product image on the product page.

How do I search for a product?

Use the search box on the Products page to find the required product.

How do I review product movements?

From the Inventory Movement Report or product page, you can review related movements.

Warehouses & Inventory

How do I add a new warehouse?

On the Warehouses page, select Add Warehouse, enter its details, and save the record.

How do I edit warehouse data?

Open the Warehouses page, select the required warehouse, then click Edit.

How do I track inventory movements?

From the Inventory Movements Report, you can review sales, purchases, and adjustments for each item.

How do I check remaining quantities?

From the Inventory Report, you can view available and remaining quantities for each product.

How do I review the inventory report?

Open the inventory report from the Reports or Inventory menu, then view the required data.

How do I find low-stock products?

Review the inventory report and look for products with low quantities or quantities below the required threshold, if this feature is available.

How do I review inventory value?

From Inventory Reports, you can track quantities and values based on recorded data.

Sales andInvoices

How do I issue a sales invoice?

From the Invoices menu, select Add Invoice, choose the customer, items, and quantities, then save the invoice.

How do I edit a sales invoice?

Open the required invoice and click Edit if its status and your permissions allow it.

How do I delete a sales invoice?

An invoice can be deleted if you have permission and system policy allows it.

How do I print a sales invoice?

Open the invoice, then choose View or Print depending on the available option.

How do I send an invoice to a customer?

You can print or share the invoice using the delivery options available in the system.

How do I add a discount to an invoice?

Enter the discount amount or percentage in the designated invoice field if available.

How do I add tax to an invoice?

Select the tax or taxable product and the system will calculate it according to the configured settings.

How do I create a credit note?

On the Credit Notes page, select Add Note, then enter the transaction details.

How do I create a debit note?

On the Debit Notes page, select Add Note, enter the required details, and save it.

Purchases

How do I record a purchase invoice?

On the Purchase Invoices page, select Add Invoice, choose the supplier, items, and quantities, then save the invoice.

How do I edit a purchase invoice?

Open the required purchase invoice and click Edit if permissions and status allow it.

How do I delete a purchase invoice?

A purchase invoice can be deleted according to permissions and system policy.

How do I print a purchase invoice?

Open the purchase invoice, then choose View or Print depending on the available options.

How do I add a supplier to a purchase invoice?

Select the supplier from the supplier list in the purchase invoice form, or add a new supplier before creating the invoice.

How do I review purchases?

From Purchase Reports or the Purchase Invoices page, you can review recorded transactions.

Accounting

How do I create a journal entry?

On the Journal Entries page, select Add Entry, enter the debit and credit accounts, amount, and description, then save the entry.

How do I edit a journal entry?

Open the required entry and click Edit if your permissions and system policy allow it.

How do I delete a journal entry?

A journal entry can be deleted according to permissions and system policy if it is not linked to a transaction that prevents deletion.

How do I add an opening balance?

On the Opening Balances page, enter the account, amount, and balance direction, then save the data.

How do I review the general ledger?

From the Reports menu, select General Ledger, then choose the required account or period.

How do I review accounts receivable?

Review customer reports or accounts receivable to view balances and transactions.

How do I review accounts payable?

Review supplier reports or accounts payable to view amounts due and transactions.

Reports

How do I generate the trial balance?

From the Reports menu, select Trial Balance, choose the required period, and display the report.

How do I generate the income statement?

From the Reports menu, select Income Statement and choose the required period.

How do I generate the balance sheet?

From the Reports menu, select Balance Sheet, then display the report.

How do I generate the general ledger?

From the Reports menu, select General Ledger, then choose the account or period.

How do I generate the sales report?

From Sales Reports or the Invoices page, use the appropriate filters to display the data.

How do I generate the purchases report?

From Purchase Reports or the Purchase Invoices page, you can review transactions by period.

How do I generate the inventory report?

From the Inventory Reports menu, select Inventory Report to view quantities and movements.

How do I print reports?

Open the required report, then use the Print button or your browser print command.

Account, permissions, and support

How do I change the password?

From Account Settings, you can change the password if this feature is available to the user.

How do I reset my password?

On the login page, click Forgot Password and follow the link sent to your email.

How do I change the email address?

The email address can be changed according to the permissions and procedures available in the system.

How do I temporarily disable a user?

From User Management, select the user and change their status to inactive if you have permission.

How do I move a user to another branch?

From the user details, you can change the assigned branch if you have permission.

How do I review user permissions?

From User or Role Management, you can review the permissions granted to each user.

How do I contact technical support?

Use the Contact Us page or the approved support channels on the website.

How do I report a problem in the system?

Send a description of the issue and an image if possible through the Contact Us page or an approved support channel.

How do I suggest a new feature?

You can send your suggestion to the support team for evaluation as part of the KZANT development plans.