Managing Multiple Businesses

Zakya allows users to manage multiple businesses using the same credentials. Users can create and connect more than one business and manage them separately by switching between these businesses with the same account. This comes in handy when the user owns multiple businesses under different departments with varying inventory, target audience, marketing, and more, and wants to manage them all together.

Imagine a scenario in which you own multiple businesses in different departments. Since you can't monitor all of these businesses at the same time, you hired managers for each of them who run their businesses independently and report to you.

In addition to the day-to-day operations run by these managers, you are responsible for the major decisions, such as business expansion, employee management, and so on, for all these businesses. To make informed decisions on these matters, you need to access these businesses from time to time to see their reports and understand their growth. However, you want to be the only individual who has access to the reports of these businesses, with managers only having access to their respective businesses.

To manage multiple businesses with this type of user access limitation, you can create and maintain different accounts for each of these businesses. However, the problem with this approach is that you need to remember the credentials for all your businesses at once, and you can't switch between your businesses swiftly, as they are registered with separate accounts. This means you can only access businesses by logging in with their registered credentials, and only one business can be accessed at a time. If you want to access the other business, you need to log out of the existing one and log in to the business with its registered credentials.

Create and manage multiple businesses with the same account

This solution overcomes the issues with the previous approach and allows you to create multiple businesses with the same credentials. All of the businesses that you're a part of will be included in your account, making it easy for you to switch between them to access the data and generate reports. In this approach, every Business is accessible to the associated users, giving you complete control over who has access to your businesses.

Create a new business from the existing one

Link your existing business

If you already have a business in Zoho's Finance products (Inventory, Expense, Books, Billing, Checkout, Practice, and Payroll) and require a POS solution, you can connect your business with Zakya. Once you link this business to Zakya, all of your existing data from similar modules, including its preferences, will be synced with Zakya.

For example, imagine a scenario where you use Zoho Inventory for a wholesale business, and in its retail part, you want to use Zakya. Once you link this business to the Zoho Inventory with Zakya, all the similar modules like sales, inventory, purchase, and more will get synced with Zakya. After that, any items added to the inventory module, invoices created under the sales module, or vendors added under the purchase module will be synced with Zakya and vice versa. This allows you to manage these businesses together and generate reports for GST filing and other purposes.

Switching between businesses

Once you've created the new business, you'll be able to view and switch to it without having to log out from the existing business. You can switch to it in two ways

Mark as default business

You can set the business you frequently visit as your default Business. When you set a business as default, you will be directed to it every time you log in with your credentials.