Quick Start
Configure your Zevonix Business Suite workspace in the recommended order.
Articles
Quick Start
Quick start: how to set up your workspace
Quick start: how to set up your workspace Welcome to Zevonix Business Suite! Your workspace is ready to use. This guide walks…
Quick Start
Step 1: Set up your company profile and team
Set up your company profile and team Do this first. Your company details and team setup feed into invoices, accounting, payroll, and…
Quick Start
Step 2: Set up Finance
Set up Finance Most of Finance is already done for you, so this is mainly review. Your chart of accounts is created…
Quick Start
Step 3: Add your products and inventory
Add your products and inventory Set up your catalog if you sell or track products. Skip this if you don't. Set up…
Quick Start
Step 4: Set up sales – customers, quotes, and invoices
Set up sales — customers, quotes, and invoices Set up Finance first so your invoices post correctly and charge the right tax.…
Quick Start
Step 5: Set up HR and payroll
Set up HR and payroll Skip this if you don't use HR. Much of HR is ready out of the box —…
Quick Start
Step 6: Set up Field Service
Set up Field Service Skip this if it doesn't apply. Field Service needs your customers and contacts and employees marked as field…
Quick Start
Step 7: Set up fulfillment and shipping
Set up fulfillment and shipping Skip this if you don't ship orders. 1. Connect Shippo for shipping Open Settings → Integrations →…
Quick Start
Step 8: Set up support and email
Set up support and email Your help desk and email are ready to use immediately. Email sends out of the box with…
Quick Start
Step 9: Connect your integrations
Connect your integrations Optional. Connect only the tools you use. Everything here lives under Settings → Integrations, and each connection needs its…