Add your data
Set up zones, items, customers, and suppliers in the right order so deliveries work on day one.
Master data is the foundation. Add zones before customers, items before production or purchases, and suppliers before purchase orders. Most branches finish this in one sitting.
Watch how it works
Key points
- Zones group customers by area for routes, filters, and reports
- Items cover bottles, raw materials, and anything you buy or sell
- Each customer needs a phone number for SMS and a zone for routing
- Opening balances let you migrate from paper ledgers without losing history
How it flows
Add zones
- 1
Open Zones
Admin menu, Zones screen
- 2
Create zone
Name the area, e.g. North District or DHA Phase 5
- 3
Save
Zone appears in customer and report filters
- 4
Repeat
One zone per delivery area you serve
Add items
- 1
Open Items
Admin menu, Items screen
- 2
Pick type
Raw material, trade item, or finished good (19L bottle)
- 3
Set details
Name, unit, default rate, opening stock
- 4
Save
Item ready for delivery, production, and purchases
Add customers
- 1
Open Customers
Admin menu, Customers screen
- 2
New customer
Name, phone, address
- 3
Assign zone
Pick the delivery area
- 4
Rate & balance
Default bottle price and opening balance if any
Add suppliers (optional)
- 1
Open Suppliers
Under Purchases in admin menu
- 2
New supplier
Vendor name, phone, payment terms
- 3
Save
Supplier ready for purchase orders
- 4
Link items
Buy raw materials and trade items from this vendor