Getting Started

Everything you need to know to help you get your Zigaflow account up and running

8 articles

Xero Integration

Learn everything about the integration between Xero and Zigaflow

4 articles

User Management

Discover how to manage your team's access to Zigaflow

5 articles

Quotations Module

Helpful information to help you get more out of using the quotations module

17 articles

Email Integration

Everything you need to know about connecting your email accounts to Zigaflow

5 articles

Accounting Settings

Learn everything you need to know about settings relevant to accounting

3 articles

Importing Data

Learn how to use our Import Center to add or update data in your account

3 articles

Stock / Inventory

Learn how to use the stock features in Zigaflow

6 articles

Report Center

Make the most of our powerful reporting to better understand how your business is performing

3 articles

Items - Managing

Learn what you can do with Items and how to manage them

14 articles

Automation

Everything you need to know about using our no-code automation builder

5 articles

Document Templates

Everything you need to know about using our document templates

4 articles

Managing Your Profile

Learn how to manage your own user profile

2 articles

Task Management

Managing the work you do at a granular level is simple with Zigaflow

2 articles

Purchase Orders

Managing Purchase Orders and your supplier interactions

6 articles

Job/Sales Order

Manage Jobs/ Customer Orders, linked to PO's, Delivery Notes, Invoices and more

5 articles

Invoices & Credit Notes

Create Standard and Pro Forma invoices, as well as Credit Notes, and push to Xero or QuickBooks

3 articles

eForms

Not only for e-signatures, but a great way to collect photos and other information from customers, suppliers and internal teams

6 articles

Feedback

How to get and monitor feedback from your customers

1 article

RFQs (Request for Quotation/Proposal)

How to manage making requests for prices from supplier and make sure they are not forgotten

2 articles

Client Assets List

Know what items customers have, when they are due to be serviced and what work you've done on them

2 articles

Customer Returns

Manage and track the return of items from your customers back into your inventory

2 articles

Custom Fields

Fields that you can add to the system to make it hold your data better

5 articles

Shopify

Connect to multiple Shopify accounts - synchronize Inventory and Items and process orders automatically

2 articles

Delivery/Dispatch Notes

Provide documents for delivery, and optionally book out stock

1 article

Stripe Credit Card Payments

Make it easier for your customers to pay

4 articles

Leads/Opportunities/Pipeline

How to manage leads with automations and reminders

1 article

Customers/Companies & Contacts

How to manage, track and report on your customers

1 article

Variants

Managing Items/SKUs based on a common 'Base' variant

6 articles