Getting Started with Zeneva: A Quick Guide

Welcome to Zeneva! Your Journey to Smarter Commerce Starts Now.

Congratulations on choosing Zeneva to power your business. You've taken the first step toward leaving manual tracking behind and embracing a streamlined, efficient, and profitable future. This guide will walk you through the essential first steps to get your Zeneva workspace up and running in minutes.

Step 1: Complete Your Onboarding Survey (2 Minutes)

The first thing you'll do after signing up is complete a brief onboarding survey. This isn't just paperwork; it's how we create and configure your unique business instance. You'll provide essential details like your business name, industry, and currency. This information helps us tailor the Zeneva experience to your needs and ensures your business is set up correctly from day one.

Step 2: Adding Your First Products (5-10 Minutes)

Your inventory is the heart of your business, and getting it into Zeneva is easy. You have two primary options:

• Add Manually: Navigate to the "Inventory" page and click the "Add Product" button. This is perfect for when you're adding a few new items. You can fill in all the important details: name, price, stock quantity, SKU, category, cost price, and even a detailed description and image.
• Bulk Import via CSV: For businesses with a large catalog, the "Import" button is your best friend. Prepare a simple CSV file with columns for 'Name', 'Price', 'Stock', etc., and upload it. Zeneva's smart mapping will automatically detect common headers (like 'Regular Price' from WooCommerce) and populate your inventory, saving you hours of manual data entry.

"We had over 500 products. The CSV import took less than five minutes. It was a huge relief and let us get started selling immediately." - A Zeneva User

Step 3: Process Your First Sale with the POS (1 Minute)

The Point of Sale (POS) is where the magic happens. It’s designed to be fast, intuitive, and works perfectly even if your internet connection is unstable.

• Go to the "POS" page from the main navigation.
• Simply tap on the products your customer wants to purchase. The cart will update in real-time.
• (Optional) Add an existing customer to the sale to track their purchase history and award loyalty points.
• Proceed to the payment step, select the payment method (Cash, Card, etc.), and complete the sale.

That's it! Once the sale is complete, Zeneva automatically deducts the items from your inventory, generates a receipt, and records the transaction in your sales analytics. No manual updates required.

Step 4: Explore Your Dashboard

Your dashboard is your command center. It gives you a high-level overview of your business's health. Take some time to familiarize yourself with the key metrics:

• Total Sales & Orders: A clear view of your revenue and transaction volume.
• Inventory Summary: See your total stock count and identify items that are running low.
• Top Selling Items: Understand what's popular with your customers so you can make smarter purchasing decisions.
• Recent Activity: A live feed of sales and new customers.

Welcome aboard! We are thrilled to have you in the Zeneva community. If you have any questions, don't hesitate to visit the "Support" page. We're here to help you succeed.