Contents

Page
Welcome to ZORT 1
Feature Overview 2
Products
- Creating Products 3
- Viewing Product Details 6
Purchase Orders
- Creating Purchase Orders 7
- Viewing Purchase Orders 11
Sales Orders
- Creating Sales Orders 12
- Viewing Sales Orders 16
Shipping Items
- Shipping Items on ZORT 17
- Printing Shipping Labels 20
Contacts
- Adding Contacts 22
Documents
- Printing Documents 24
Sales Agents
- Adding Sales Agents 26
- Creating Purchase Pages 28
Settings
- General Settings 31
- Setting User Rights 32
- Other Settings 34
Reports
- Overall Report 37
- Sales Report 38
- Inventory Report 38
- Customer Report 39
Integrations 40
Contact Us 41
 Welcome to ZORT
“ZORT” is the order and inventory management
platform which is co-developed by a team of online sellers.
Our goal is to make the life of multi-channel sellers easier
by offering a wide range of tools to help manage your
transactions, shipments, and finance all in one place.
Moreover, ZORT integrates with all sales channels so you
can streamline your business with our all-in-one online
system. No installation needed. Sell anywhere and anytime
at www.zortout.com

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 Feature Overview

Order Management
Monitor sales orders from Lazada, Shopee, JD Central, offline stores and other
online channels on the ZORT dashboard. Work less and manage orders right
away from one single place.

Inventory Management
Have your stock automatically synchronized across all sales channels. Avoid
stockouts or inaccurate inventory data. See your real-time remaining items
anywhere and anytime on ZORT.

Reports
Plan out your business more professionally with our insightful data generated
from the ZORT report feature, such as sales-profit report, best selling product
report, dead stock report, customer report and so on.

Finance
Make accounting easy with ZORT. Record and organize your income and
expense account more effectively. Create and store your financial records and
other documents in a ready-to-use format for your future accounting tasks.

Dropship
Create a sales page catalog, allowing your sales agents to place their orders
directly. Automatically calculate agents’ commission in less than a minute.

Shipping Service
Integrate with Thailand’s top shipping service providers such as Thailand Post,
KERRY Express, Flash Express, J&T Express and so on. Print out shipping labels
and pack your items faster with ZORT barcode system.

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 Products

Creating Products
To get started, the first step is to add products to your inventory by
following the steps below.
1. Go to the “Products” menu.

There are 2 possible ways to add products to your inventory:

1. Adding one product at a time (Add product).

2. Importing products from an Excel file (Import file (Excel)).

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1. Adding one product at a time (Add product).
Fill in all the necessary details.

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2. Importing products from an Excel file (Import file (Excel)).
To import products from an Excel file, you have to download a template
from the ZORT system in order to import the product information in a valid
format.

Once you complete filling in all the required information, click on “Save.” Your
recently created product will appear as in this picture.

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Viewing Product Details
Once you finish adding products to your inventory, you can see the
details of each product by following the steps below.
1. Go to the “Inventories” menu and select “Products.”
2. Click on the item of which details you want to see.

The product details will appear as in the picture.

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 Purchase Orders
Creating Purchase Orders
After you set up your inventories, you can input the stock quantity and
record your purchase history in order to have the ZORT system calculate costs
and profits of each item.
1. Go to the “Purchases” menu and select “Purchases.”

There are 3 possible ways to create sales orders:

1. Creating 1 purchase order at a time (Add).
2. Creating a quick sales order (Quick add)
3. Importing purchase orders from an Excel file (Import Excel File).

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1. Creating 1 purchase order at a time (Add).
This is used for creating a detailed purchase order. Data related to this
purchase order will be securely stored in the system. There are 3 main sections
to fill in the order details.

Section 1 : Document details such as the transaction number, date, type of

VAT, and contact info.

Section 2 : Product detail, product code, product name, price, and discount.

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Section 3 : Shipping, payment and transferring status.

Once you save the changes, the purchase order will appear as in the picture.

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2. Creating a quick purchase order (Quick add).
This is for creating a quick purchase order without adding the merchant info
and other statuses.

3. Importing purchase orders from an Excel file (Import Excel file).

To import purchase orders from an Excel file, you need to download a
template from the ZORT system to import data in a valid format.

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Viewing Purchase Orders
You can track all your purchase orders from the “Purchases” menu,
where you can check the status of each payment and delivery.
1. Go to the “Purchases” menu and select “Purchases.” You can see all the
purchase orders you made and their status as in the picture.

Remark :
Status
- Completed : The items have arrived at the warehouse.
- Partial : Only some of the purchased items have arrived at the
warehouse.
- Pending : Waiting for the items to arrive.
- Cancelled : The order has been cancelled.

Payment
- Paid : The full amount has been paid.
- Partial : Only some of the amount has been paid.
- Pending : Waiting for the payment.
- Cancelled : The payment has been cancelled.

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 Sales Orders
Creating Sales Orders
You can create sales orders to record all your incomes and other
important information by following the steps below.
1. Go to the “Orders” menu and select “Orders.”

There are 3 possible ways to create sales orders:

1.) Creating one sales order at a time. (Add)
2.) Creating a quick sales order (Quick add)
3.) Importing sales orders from an Excel file (Import Excel file)

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1. Creating one sales order at a time. (Add)
This is used for creating a detailed purchase order. Data related to this
purchase order will be securely stored in the system. There are 3 main sections
to fill in the order details.

Section 1 : Document details such as the transaction number, date, type of VAT,
and customer info.

Section 2 : Product detail, product code, product name, price, and discount.

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Section 3 : Recipient info, shipping, payment and transferring status.

Once you save the changes, the sales orders created will appear as in the
picture.

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2. Creating a quick sales order (Quick add).
This is for creating a quick sales order without adding the customer info
and other statuses.

3. Importing sales orders from an Excel file (Import Excel file).

To import sales orders from an Excel file, you need to download a
template from the ZORT system to import data in a valid format.

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Viewing Sales Orders
You can monitor all your sales orders from the order dashboard in the
“Orders” menu. You can see the payment and delivery status from this
dashboard.
1. Go to the “Orders” menu.
2. Click on “Orders.” The order dashboard will appear. You can see all your
sales orders and their statuses as in this picture.

Remarks:

Status
- Completed : The ordered item(s) has been deducted from the stock.
- Partial : Some of the ordered items have been deducted from the stock.
- Pending : The ordered tem(s) hasn’t been deducted from the stock yet.
- Cancelled : The order has been cancelled.

Payment
- Paid : The full amount has been paid.
- Partial : Only some of the amount has been paid.
- Pending : Waiting for the payment.
- Cancelled : The payment has been cancelled.

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 Shipping Items
Shipping Items on ZORT
You can select a shipping carrier that suits your business needs directly
from the ZORT system, where customers’ info can be automatically extracted
and put together in the recipient section.

1. Go to the “Orders” menu and click on “Orders.”

2. Select the sales order that you would like to ship out. (Multiple shipments)

3. Click on “Postal Service.”

You can either choose to manage all items as one shipment or ship out
each sales order separately.

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4. Select the shipping carrier you want.

5.) Fill in all necessary details and click on “Next.”

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6.) The system will calculate the shipping fees. Check the details and click on
“Confirm.”

Remarks:
- For Thailand Post (EMS, Registered) and NINJA VAN, payments can be
made directly on ZORT.
- For FlashExpress, you will be asked to pay for your shipmen(s) at the
pickup spot.
- For KERRY EXPRESS, you can process your payment at the KERRY
counter.
- For J&T EXPRESS, you can process your payment with the courier or at
the J&T counter.
- For Sedit COD service, the shipping and service fees will be deducted
from the sales order’s cost.

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Printing Shipping Labels
You can print shipping labels right from the ZORT system without having
to fill in customers’ info again.

1. Go to the “Orders” menu and click on “Orders.”

2. Select the sales orders of which shipping labels you want to print out.

3. Click on “Print” then select “Print shipping label.”

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4. Select the size of the shipping labels.

5. Once you click on “Print,” you will be directed to a print review page where
you can see the generated shipping labels as shown below.

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 Contacts
Adding Contacts
Whenever a transaction is made on ZORT, the information of the
customer/contact will be automatically saved in the system. Alternatively, if
your store already has a contact list, you can import it into the system by
following the steps below.

1. Go to the “Contacts” menu and select “Contacts.”

There are 2 possible ways to add contacts:

1. Adding one contact at a time. (Add contact)
2. Importing contacts from an Excel file (Import file (Excel)).

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1.Adding one contact at a time. (Add contact)
To add one contact at a time, fill in all the necessary details. Once you
finish, click on “Save.”

2. Importing contacts from an Excel file (Import file (Excel)).

To import contacts from an Excel file, you have to download a template
from the ZORT system in order to import the contact information in a valid
format.

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 Documents
Printing Documents
You can print out documents related to transactions such as tax invoice,
quotation, etc.

1. Select the item(s) of which document you would like to print out (You can
either select from sales orders or purchase orders.).

2. Click on “Print” and select “Print.”

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3. Choose the size, format, and title of your document.

4. Click on “Print.”
Once you click on “Print,” you will see a print preview of your document
as shown in the picture. You can either choose to print out the document or
send it to your customer via email from this page.

Sample receipt

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 Sales Agents
Adding Sales Agents
To get started with the dropshipping features, firstly, you have to add
sales agents into the database. Follow the steps below.

1. Go to the “Contacts” menu and select “Agents.”

There are 2 possible ways to add sales agents:

1. Adding one sales agent at a time (Add agent).
2. Importing sales agents from an Excel file (Import file (Excel)).

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1. Adding one sales agent at a time (Add agent).
To add a sales agent, fill in all the necessary details.

2. Importing sales agents from an Excel file (Import file (Excel)).

To import sales agents from an Excel file, you have to download a
template from the ZORT system in order to import the sales agent information
in a valid format.

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Creating Purchase Pages
To share the number of items in your inventory with your sales agents
and allow them to check item availability or book/buy items by themselves,
you need to create a purchase page. You can also control the visibility of
inventory information for each of your sales agents.

1. Go to the “Contacts” menu and select “Purchase Page.”

2. Click on “Add purchase page.”

3. Set up the purchase page.

- Set up a distinguishable name for the new sales page. It’s recommended
that you specify the discounts or tiers in the name, e.g., “ Agent Level 1”
or “Agent Level 2.”
- Define the initial discount for the sales agents to be using this purchase
page.
- Set up other necessary details, then click on “Save.”

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Once you save your setting, a special hyperlink will be created. You can copy
the link and send it to a particular sales agent according to their discount
offer.

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Sample purchase page

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 Settings
General Settings
1. Go to the “Setting” menu and select “Organisation.”

In this page, you can set up the 8 system configurations as follows.

1. Organisation: This information will appear on the documents created by the
ZORT system, e.g., tax invoices.

2. Program: This part is for setting your store management such as VAT rates,
cost and profit calculation.
(The default settings are predefined by the system.)
3. Document: This part is for configuring document settings such as order
numbers, etc.
(The default settings are predefined by the system.)

4. Shipping channel: You can select a preferred shipping carrier as your

default.
5. SMS: You can set up the automated SMS to be sent to your customers such
as order confirmations or tracking numbers.

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6. Payment: You can sign-up for a payment gateway service from this page.
Once you complete the application, customers will be able to process their
payments from the generated hyperlink.

7. Bank Info: If you need a cash on delivery (COD) service, you can send your
bank information from this page.
8. Reset Organisation: You can reset all the data on your account such as
products, contacts and transactions (only the key user can use this function).

Setting User Rights

If you have many administrators operating your store, you can grant a
specific access level to each one of them according to their role.

- Setting user rights

To manage your users, you need to define their roles in order to grant
different access levels to each user type. Users can then access the modules
based on their role.
1. Go to the “Settings” menu and select “User rights.”
2. Click on “Add user rights.”

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3. Identify the name, select access levels, and click on “Save.”

- Assigning User Roles

Once you finish with the user rights set up, you can add users based on
their emails used for ZORT login by following the steps below.
1. Go to the “Settings” menu and select “Users.”
2. Click on “Add user.”

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3. Enter the email for logging in to ZORT, create a password (this can be
changed later) and select the user rights.

4. Click on “Save.”

Other Settings
1. Profit Calculation
There are 2 methods for calculating your profit on ZORT:
1) Moving Average is a calculation based on the average cost price of
each batch.
2) FIFO (First In First Out) is a calculation method based on the actual
cost of the items that are purchased and sold first.

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1. Go to the “Settings” menu and select “Organisation.”
2. Click on “Program.”

3. Click on the preferred profit calculation method.

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 2. Low Stock Alert Setting
If your store has a long restocking lead time, you might lose so many
opportunities to sell your items before the new batch arrives. Therefore, it’s
recommended that you set up a minimum quantity for low stock alerts by
following the steps below.

1. Go to the “Setting” menu and select “Organisation.”

2. Click on “Program.”
3. Check the “Notification” box and specify the quantity for your reorder point.

4. After this setting, whenever your item quantity drops below the
reorder point, you will get notifications as shown in the picture below.

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 Reports
Overall Report
After transactions take place on ZORT, the system will analyze all the
data and create insightful reports which can be accessed based on topics. You
can also export these data in an Excel file for your further use.

To see reports
1. Go to the “Report” menu and click on “Report.”

You see reports on your business based on these following topics:

1. Sales report
2. Purchase report
3. Inventory report
4. Customer report

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Sales Report
- See your sales and profit summary and track your business progress with
the graph generated.
- See percentage of your sales based on product categories and gain insight
on your best selling items.

1. Go to the “Report” menu and click on “ Sales.”

Inventory Report
- See the summary report for the net value of your inventory. You can also
export your inventory data to check the remaining quantity, item value, and
item location.
- See the unsold product report to manage dead stocks that haven’t been sold
over the past 3 months or more.
- See the low stock report to reorder your inventory right in time.
- See the lots near expiry report to manage your inventory effectively.

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1. Go to the “Report” menu and select “Inventories.”

Customer Report
- The customer report dashboard shows the ratio of new customers and
repeat customers in the forms of pie charts, line charts, maps, and
percentages.
- You can see the summary of locations of your customers from the data
stored in ZORT.

1. Go to the “Report” menu and select “Customers.”

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 Integrations
ZORT can integrate with sales channels and other management platforms
by following the steps below.
1. Go to the “Settings” menu and click on “Integration.”
2. Click on “Add integration.”

The integrations on ZORT are divided into four categories:

- Marketplace
- Social Commerce
- Website
- Accounting
- Fulfilment

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 Contact Us
Tel: 02-026-6423
Line: @zort
Facebook: zortcompany
www.zortout.com

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