ERP or accounting app at 100, 500 and 2,000 orders a month
What your books must track decides the system: stock across warehouses, purchasing and branches usually point to an ERP. Monthly orders decide the plan.
Connect Wafeq to your Zid store
Zid and the Wafeq accounting app: paid orders posted with the customer, items, tax and shipping, returns as credit notes, and stock kept in sync.
Accounting Wafeq
Wafeq is an accounting app. If your books live in Wafeq, your Zid sales and returns need to land there too. With the app, every paid order is posted to Wafeq with the customer, items, tax and shipping, every return is posted as a credit note, and stock is synced with Wafeq.
How an order travels from Zid to Wafeq
Paid in Zid
The order is paid in your store and its notice reaches the app.
Customer matched
The customer is matched to their Wafeq record, or a new one is created.
Posted to Wafeq
The order is posted with the customer, items, tax and shipping, exactly once.
Read back
The order is read back from Wafeq to confirm it is there.
Sales and returns in your books
| In Zid | In Wafeq | |
|---|---|---|
| Order | The paid order in your store | One order with the customer, items, tax and shipping |
| Customer | The customer who paid | The existing customer record, or a new one |
| Return | The return in your store | One credit note per return |
| Tax and shipping | The order's tax and shipping fee | Posted with the same order |
Before setup
- Pick the data to connect: orders and returns from the Starter plan, stock from the Growth plan.
- Your Wafeq API keys. Help getting them is available.
What syncs
Paid orders
Every paid order is posted to Wafeq with the customer, items, tax and shipping, then read back from Wafeq to confirm it is there. The same order is never posted twice.
From the Starter plan
Customers, inside order sync
As each order posts, the customer is matched to their Wafeq record (first contacts the app created, then phone, then email), or a new record is created.
Returns
Each return posts to Wafeq as one credit note.
From the Starter plan
Stock
Stock is synced with Wafeq, including a one-time opening-stock load.
From the Growth plan
Document number
The Wafeq document number appears as a comment on the Zid order, as it does with every system.
Install
Install the app from the Zid App Market and choose a plan.
Data and API keys
Pick the data to connect, then enter your Wafeq API keys. Help getting them is available.
Scope of work
Approve the scope of work, which sets what is connected between Zid and Wafeq.
Test and go live
The link is tested on your store's orders and goes live once you approve the test report, about two weeks after install.
Questions merchants ask
Does the app work with an accounting app, or only with ERPs?
Both. Wafeq is an accounting app, and the app works with it as it does with Odoo, ERPNext and Dynamics 365 Finance and Operations.
Is stock synced with Wafeq?
Yes. Stock is synced with Wafeq, including a one-time opening-stock load. Stock sync starts on the Growth plan.
How do returns show up in Wafeq?
Each return in Zid posts to Wafeq as one credit note.
Which plan covers orders and returns in Wafeq?
Starter covers orders and returns for up to 100 orders a month, plus AI analysis of your store data. Growth covers 500 orders and Business 2,000.
Related comparisons
- ERP integration or manual entry for Zid orders?Manual entry needs no setup but grows with every order. Integration posts each paid order and return to your ERP and checks it. Point by point.
- ERP or accounting app for a Zid store?An accounting app covers invoices, VAT and the ledger. An ERP adds stock across warehouses, purchasing and branches. The app works with both.
- Spreadsheet or ERP for a Zid store?A spreadsheet starts fast but runs on manual entry. An ERP connected to Zid receives orders and returns and keeps stock in step. Point by point.
- Zid's built-in reports or a connected ERP?Zid's reports explain how the store performs: sales, products and stock. A connected ERP keeps the books: revenue, returns and stock per warehouse.
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From install to live in about two weeks: five steps
You go live about two weeks after install, in five steps: plan, data and system, scope of work, a test on your own orders, then a test report you approve.
Other systems
- ERPOdooOdoo 18 and 19: orders, returns and stock between Zid and Odoo.
- ERPERPNextERPNext: orders, returns, and each warehouse's stock at its Zid location.
- ERPMicrosoft Dynamics 365 Finance and OperationsDynamics 365 Finance and Operations: orders and stock between Zid and the ERP.
- Public APIAny system with a public APIAnother system with a public API: the link is built for you on request.