A Beginner’s Guide to Setting Up and Using Zakya for Your Store

Running a retail store can be challenging, especially when it comes to managing inventory, sales, and customer data. That’s where Zakya, a powerful cloud-based POS solution from Zoho, comes in. Designed to simplify store operations, Zakya is a game-changer for businesses looking for a seamless retail management system. In this guide, we’ll walk you through setting up and using Zakya for your store, ensuring you maximize its potential.

What is Zakya?

Zakya is an intuitive point-of-sale (POS) system built to help retail businesses streamline transactions, inventory, and customer management. Whether you run a small boutique or a multi-chain store, Zakya offers a robust yet easy-to-use solution for handling everyday store operations.

Key Features of Zakya

Cloud-Based POS – Access your data from anywhere.

• Inventory Management – Keep track of stock levels in real-time.
• Multi-Store Support – Manage multiple store locations effortlessly.
• Seamless Billing – Fast and accurate checkout for customers.
• Integration with Zoho Suite – Sync data with other Zoho applications like Zoho Books and Zoho Inventory.

Step-by-Step Guide to Setting Up Zakya

Step 1: Creating Your Zakya Account

1. Visit the Zakya website and sign up for an account.
2. Provide basic store details such as business name, address, and category.
3. Choose a subscription plan that suits your business needs.
4. Verify your email and log in to your new Zakya dashboard.

Step 2: Setting Up Your Store Profile

1. Go to Settings > Store Profile.
2. Enter details such as store name, contact information, and logo.
3. Set up tax and currency preferences based on your location.

Step 3: Adding Products and Inventory

1. Navigate to Inventory > Products.
2. Click on Add Product and enter product details (name, price, barcode, SKU, etc.).
3. Set up stock levels to ensure accurate inventory tracking.
4. Organize products into categories for easier management.

Step 4: Configuring Payment Methods

1. Go to Settings > Payment Methods.
2. Add accepted payment options such as cash, credit cards, and digital wallets.
3. Integrate Zakya with your preferred payment gateway.

Step 5: Setting Up User Roles and Permissions

1. Navigate to Settings > Users & Roles.
2. Add team members and assign roles (e.g., Cashier, Manager, Admin).
3. Customize access permissions to ensure security.

Step 6: Customizing Billing and Invoices

1. Under Settings > Billing & Invoice, choose an invoice template.
2. Add your store logo and contact details for branding.
3. Configure tax and discount settings.

Using Zakya for Daily Store Operations

Processing Sales Transactions

1. Go to the POS Dashboard.
2. Scan the product barcode or enter the product name manually.
3. Select the customer (optional) and apply discounts if necessary.
4. Choose the payment method and complete the transaction.
5. Print or email the invoice to the customer.

Managing Inventory Efficiently

• Regularly update stock levels to prevent shortages.
• Set up low-stock alerts to reorder products in time.
• Use barcode scanning for quick and accurate inventory management.

Handling Customer Data and Loyalty Programs

• Store customer information for future reference.
• Offer personalized discounts and loyalty points.
• Send promotions and special offers through email and SMS campaigns.

Generating Reports for Business Insights

• Track daily, weekly, or monthly sales trends.
• Analyze best-selling products and peak sales hours.
• Monitor staff performance and cash flow reports.

Why Choose Widezo as Your Zakya Partner?

As an authorized Zoho partner, Widezo offers expert guidance and implementation support for Zakya. We help businesses:

• Set up and customize Zakya according to their needs.
• Train staff for seamless adoption.
• Integrate Zakya with other Zoho applications for a complete business solution.

Zakya simplifies store operations, making it easier to manage inventory, sales, and customer relationships all in one place. By following this guide, you can set up Zakya efficiently and make the most of its powerful features. Need expert assistance? Widezo is here to help!