Getting Started with ZAPTIZ
ZAPTIZ is a complete ERP for manufacturers — built around the way Indian panel builders and engineering companies actually work. It runs your whole flow in one place:
Enquiry → Quotation → Sales Order → Production → Dispatch → Invoice → Payment → GST
…with an AI team working alongside you at every step: drafting quotations from a photo, chasing overdue invoices, planning what to buy, ranking the shop-floor queue, and checking your GST return before you file.
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What you can do with ZAPTIZ
💼 Sell
Track leads on a drag-and-drop CRM pipeline, create quotations (or let Quote Studio draft them from a customer's email or photo), convert them to sales orders, and let the Follow-up Agent keep cold leads warm.
📐 Estimate
Turn a spec, a description or a drawing into a complete Bill of Materials — every line matched to a real product in your catalog — then cost it and quote it.
🛒 Buy
Approve requisitions, send RFQs, raise purchase orders, receive goods with GRNs and pay supplier bills — with the Smart Procurement Agent working out what to buy and the Invoice Reader reading supplier bills for you.
🏭 Make
Plan production jobs, run the shop floor with live timers, pass quality checks and dispatch — in the build order the AI Planner recommends.
🧾 Get paid & stay compliant
Raise invoices, collect online with Pay-Now QR codes, let the Collections Agent chase overdues, read your P&L and Balance Sheet, and run a GST health check before every filing.
🤖 Ask
The AI Chat Assistant sits on every page — ask about your data, get charts, or read your Daily Briefing each morning.
How ZAPTIZ is organised
- Your company is a private tenant — your data is completely separate from every other company on the platform.
- People have roles — Sales Executive, Estimation Engineer, Purchase Manager, Production Engineer, Accountant, Company Admin, Viewer. Each role sees only the sidebar and pages it needs. See Roles & Permissions.
- Modules can be switched on and off per company by your admin — see Modules.
- The AI proposes; you decide. Every agent drafts work for human approval by default — nothing is emailed, bought or filed without a person clicking the button. See Meet Your AI Team.
Where to next?
- New to ZAPTIZ? Follow the Quick Start — first quotation to first invoice in about 15 minutes.
- Setting up a company? Start at Creating Your Account and the Onboarding wizard.
- Administering ZAPTIZ for your team? Jump to the Admin guide.