Set up your workspace

How setup works

After you create an account, Zami shows what it needs to set up your workspace. Choose Start onboarding and answer one question at a time. Your answers are saved as you go. If you leave, choose Continue onboarding to pick up where you left off. Steps for features outside your plan are left out.

Your business

These details appear on your invoices, quotes, delivery notes, purchase orders, and portal.

1. Region and timezone: Australia or New Zealand. The region sets GST, currency, and the business number format.
2. Trading name: the name customers know you by.
3. Legal name: the registered entity name, printed on tax invoices and credit notes.
4. Business number: your ABN (11 digits) or NZBN (13 digits). Optional for now.
5. Business email: shown on documents and used as the reply-to address. It is not your login email.
6. Website: optional.
7. Logo: any shape, PNG or JPG. Optional.
8. Square icon: used in the workspace switcher and the portal tab. Optional.

All of these can be changed later on the Company tab in Settings.

Your stock

These two answers shape how stock works.

1. Locations: your warehouses, kitchens, or shops, each with a name, address, city, state, and postcode. The first one becomes your default location, which purchases are received into and sales, production, and deliveries draw from. Add more later on the Inventory tab in Settings.
2. Track best before dates: on, stock is tracked by best-before date; off, it is tracked by quantity at each location.

The best-before choice is permanent. It cannot be changed after setup.

Your team and operations

The next steps depend on your plan.

1. Import your recipes (Pro): for now, recipes are created by hand or imported from a spreadsheet under Recipes, then Import.
2. Invite your team: enter each person’s email address. Each gets an invite link and a role you can change later. You can invite more on the Team tab in Settings.
3. Set up your first delivery run: a run is a vehicle or route that deliveries are assigned to. Add more later under Delivery, then Runs.
4. Enable your customer portal: choose its subdomain, title, subtitle, description, and banner image. Optional.

The portal subdomain cannot be changed once the portal is enabled.

Your accounting

The last steps connect your accounting system and bring your records in.

1. Connect your accounting: choose Xero, MYOB, or QuickBooks. You sign in with them and come straight back to setup.
2. Accounting configuration: choose which records sync into Zami and which Zami pushes back. Trial mode imports each item unchanged. With trial mode off, Zami splits a carton into a unit and a box size and divides the price by the pack count.
3. Sync: start the first import. Setup can carry on while it runs.

Skipping setup

Choose Skip, then Yes, skip, to finish setup with the answers you have saved so far. Best-before tracking stays on unless you saved it as off. Everything else can be changed later in Settings.