ZILDIA User Manual
Best SME ERP System
Zildia Tutorial Channel Link
Zildia Channel : https://www.youtube.com/channel/UC-sBAzDDZ57F2AHoitdTnaw
Zildia Tutorial
Introduce Zildia : https://www.youtube.com/watch?v=nKFmgNpb0-I&feature=youtu.be
Registration For Zildia : https://www.youtube.com/watch?v=_GVrQFD0Csg
Setup Company Profile : https://www.youtube.com/watch?v=r3m2ZMehdqk
All Module Explanation: https://www.youtube.com/watch?v=ISq1FP7Lzz0
CRM (Customer Relationship Marketing) : https://www.youtube.com/watch?v=23MiTDoN3W4
Sales / Quotation : https://www.youtube.com/watch?v=g099HpA4G14
Invoicing : https://www.youtube.com/watch?v=BcqsGTmYgVQ
Website : https://www.youtube.com/watch?v=b3Ty6k6wu8k
Dashboard & E-mail Marketing : https://www.youtube.com/watch?v=Ji_bnZuYlbI
E- Spin Wheel : https://www.youtube.com/watch?v=RzOd4TCWjnY
E-Commerce : https://www.youtube.com/watch?v=1fU6SP8oBBI
Dropshipping : https://www.youtube.com/watch?v=UTGK4v0Ul08&feature=youtu.be
Setup Incoming & Outgoing mail : https://www.youtube.com/watch?v=_ARLAYo9OGM
FB & Google Login : https://www.youtube.com/watch?v=4Z4PR-6MIxY
FAQ
SETUP COMPANY PROFILE
HOW TO SETUP COMPANY PROFILE (2:15) : Main Page > Setting Module > User & Companies > Companies
HOW TO SET CURRENCY (3:11) : Main Page > Setting Module > User & Companies > Companies > Select/Create Companies > Currency
HOW TO SET COMPANY SOCIAL MEDIA (3:58) :Main Page > Setting Module > User & Companies > Companies(need to create first) > Social Media
HOW TO CREATE A USER (5:26) : Main Page > Setting Module > User & Companies > User
HOW TO GIVE ACCESS TO USER (6:17) : Main Page > Setting Module > User & Companies > User > Select/Create User > Application Access
CRM
HOW TO CREATE PIPELINE (0:47) : Main Page > CRM Module > Create
HOW TO CHANGE PIPELINE TITLE (4:54) : Main Page > CRM Module > Found Setting Icon > Edit Stage
SALES/QUOTATION
HOW TO OPEN / CREATE NEW QUOTATION (1:31) : Main Page > Sales Module > Create
HOW TO PRINT QUOTATION (6:51) : Main Page > Sales Module > Select/Create Quotation > Print
HOW TO ADD QUOTATION FOR DASHBOARD (8:09) : Main Page > Sales Module > Advance Search ( Magnifying Glass Icon) > Favorites > Add To My Dashboard
HOW TO OPEN QUOTATION USING CRM (9:11) : Main Page > CRM Module > Select Opportunity > New Quotation
INVOICE
HOW TO OPEN / CREATE NEW INVOICE (1:00) : Main Page > Invoicing Module > New Invoice
HOW TO CREATE INVOICE FROM QUOTATION (2:39) : Main Page > Sales Module > Create Quotation > Confirm Sale > Create Invoice
HOW TO VALIDATE THE INVOICE FOR PAYMENT (4:57) : Main Page > Select/ Create Invoice > Validate
HOW TO REGISTER PAYMENT (7:24) : Main Page > Select/ Create Invoice > Validate > Register Payment
WEBSITE
HOW TO CREATE YOUR OWN WEBSITE (1:22) : Main Page > Website Module > Go To Website
HOW TO EDIT YOUR WEBSITE HOMEPAGE (1:39) : Main Page > Website Module > Go To Website > Content
E-SPIN
HOW TO CREATE E-SPIN WHEEL (1:03) : Main Page > Website > Configuration > Spin > Create
HOW TO CREATE SPIN TAB (4:44) : Main Page > Website > Configuration > Spin > Create > Tab
HOW TO ADD WINNING MESSAGE (8:04) : Main Page > Website > Configuration > Spin > Create > Winning Message
HOW TO ADD WINNING TITLE (9:15) : Main Page > Website > Configuration > Spin > Create > Winning Tittle
HOW TO CONFIGURE E-SPIN : (10:30) : Main Page > Website > Configuration > Spin > Create > Spin Configuration
E-COMMERCE
HOW TO ADD VARIANTS (1:41) : Main Page > Inventory Module > Master Data > Product > Select/Create Product > Variant
HOW TO PUBLISH PRODUCT FOR E-COMMERCE PURPOSE (3:34) : Main Page > Inventory Module > Master Data > Product > Select/Create Product > Publish > Turn On Publish
HOW SET PAYMENT ACQUIRERS (4:25) : Main Page > Website Module > Configuration > Payment Acquirers
HOW TO PROCESS CHECKOUT (9:27) : Go To Any ZILDIA User Website > Shop > Select Product To Buy > Process Checkout
HOW TO VALIDATE ITEM CUSTOMER BUY FROM E-COMMERCE (12:13) : Main Page > Website Module > Orders > Orders > Select/Create Order > Create Invoice > Validate > Register Payment
INCOMING & OUTGOING MAIL SERVER
HOW TO SET INCOMING MAIL SERVER (0:46) : Main Pages > Setting Module > General Setting > Check Use External Email Server > Incoming Mail Server
HOW TO SET 2 STEP VERIFICATION ON GOOGLE (3:52) : Login To Your Google > Select Account > Security > Turn On 2step Verification
HOW TO SET OUTGOING MAIL SERVER (6:19) : Main Pages > Setting Module > General Setting > Check Use External Email Server > Outgoing Email Server
FB & GOOGLE LOGIN
HOW TO SET UP FB LOGIN (1:04) : Main Pages > Setting Module > General Setting > Intergration > Check Outh Authentication > Oauth Providers
HOW TO GET FB CLIENT ID (2:11) : Go To Facebook Developer > Login With Your Fb Account > My App > Create App > Follow The Tutorial In The Youtube https://www.youtube.com/watch?v=4Z4PR-6MIxY
HOW TO SET GOOGLE LOGIN (8:04) : Main Pages > Setting Module > General Setting > Intergration > Check Google Authentication > Follow The Tutorial Provided By ZILDIA https://www.odoo.com/documentation/user/12.0/general/auth/google.html