The mobile app is available on the two app stores with three main features:
Approvals of Orders & Invoices with Coding
Full Order Creation
Quick Order Creation
GRN / Receipting of Orders
Create an Invoice
The full order is an exact replica of the version on the web app - everything is there including any custom fields.
The 'Quick Order' is designed for situations such as visiting trade counters where you might want to generate a PO number, provide it to the person at the counter and then take a photo of the paperwork and upload it into Zahara.
Getting set up for the mobile app
Each mobile app user needs to have it enabled for them. You do this in their individual users settings, as shown below:
Firstly enable the 'Mobile app user' and secondly decide whether they need the 'Can create Quick Order' functionality.
Getting the Mobile App
As you would expect the mobile app is on both the Apple & Play stores. Search for Zahara. Alternatively you can share these links:
Log in to the mobile app using your registered email address and the password you use on the web app. Then click the menu icon and head to settings.
First off, set your default Business Unit and Division. This is used for Raising Orders so even if you are only using the mobile app for Invoice approvals, it will still make for a better experience if you set your defaults.
Labels - You can choose any labels you prefer for the elements in Zahara as shown below. In the example below, the user will call Nominal Codes, GL Codes.
You can also choose how many documents you wish to show in your lists. The default is 50 but you can change this to a higher if required. The more you choose, the more data that has to be retrieved from the web server.
You will be required to log in every 30 days to re-authenticate yourself. Once logged in, your 30 day security token should avoid you having to log in again for this fixed period. If you reset your password at all on the web app, you will need to re-authenticate yourself on the mobile app.
Quick orders - considerations
The 'Quick Order' is designed to fulfil a variety of use cases, for example trade counter purchases. We'd love to hear how you're getting the most out of Zahara, so please get in touch and let us know. 'Quick Order' works like this.
The user completes the 'details' section as shown below, then presses 'Get PO Number'. The Project field is compulsory. If you really dont need to use Projects then simply create a blank or simple project and call it Quick Orders.
This creates a draft PO in the web app.
The user then taps 'Snap Paperwork' and can take a picture (or multiple pictures) of the paperwork - ie the collection note at the trade counter.
The order can then be created in Zahara with paper-work attached.
By design, the 'Quick Order' is set to respect the default workflow for the division the order is raised in. That could be a normal PO order workflow which includes the 'send to supplier' workflow step. The supplier won't need a PO, and you may not need people to approve trade counter collections. So what can we do to make this efficient?
One of the options is to create a division for 'Quick Orders' or 'Mobile'. That way you can tailor the workflow specifically. However, this might not work well for full orders. It could be that you use a custom field for this division - the newly created 'Mobile' division - and have one of the values set to 'PO'. You could then use that in a workflow for full orders. So when someone raises a full order, they set the new 'Type' custom field to PO and that then triggers an approval.
Restricted Supplier List
Because the Quick Order allows minimal form filling, the supplier list is restricted to only those suppliers that have a default tax rate set. If you are in a non VAT / GST area, please set a tax rate of Zero % to overcome this. For VAT / GST areas, set the most likely tax rate for each particular supplier.
Creating a full order
The full order gives you the full list of fields you would get in the web app, including any custom fields.
Once you have filled the fields on the 'details' page, tap 'Line Items' at the bottom.
Now, press 'Add Line Item'
Populate your line item, pressing 'Add Item' at the bottom
You will see the first line item listed.
You can edit this line item, add another one or move onto the final section.
To edit a line item, swipe to the left - you will see 'Edit' and 'Delete'.
Receipting an Order
To receipt an order, slide the order to the left in the list view as shown below.
Click "Receipt It"
The line items from the order will appear.
You can now filter down on any lines or adjust any quantities.
You can take a photograph of any paperwork - perhaps a delivery note - and attach this to the order history.
When complete, click Next and add any comments.
Then click The Save GRN button at the bottom
To get to approvals in the app, click the menu bars in the top right and click Approvals. You should then see the following screen.
You can switch between Orders and Invoice and you can switch Business Units using the drop down.
You can filter on orders and invoices by clicking the Search icon to reveal the filter box.
We have designed the approvals so you can touch to see more - progressive reveal. You can approve from the list view - swipe left or right - or click into each document to see more.
For each document you can
Click into view the line items
See the budget - Purchase Order
See the Order details - when in an invoice that matches with an order
See the history of the document
Code an order or invoice is allowed or made to
You can navigate using the arrow top left as well to get you back when further into a document
Clicking the cross in the top right corner will take you back to the Orders page.
Create an Invoice
You can take a photo of an invoice and send it into the Inbox. From the app menu, touch the Create Invoice Link
Set the Business Unit and Supplier
The click Next.
Now photograph the invoice and click "Upload to Inbox".
This will then appear in the Invoice Inbox of the main app.
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