Configuration¶
Set up your own preferences, and — if you're an administrator — the warehouses, people, and connected systems behind them.
This page is a map. Each area has a fuller guide, linked from its section.
Your own preferences¶
Choose your profile icon in the top right, then Profile Settings.
| Field | Notes |
|---|---|
| Full name | |
| Your login. It can't be changed here. | |
| Role | Shown for reference — only an administrator can change it |
| Account status | Active or inactive |
| Phone number | |
| Password | You'll need your current one to set a new one |
Your default warehouse — the one you land in at sign-in — isn't set here. It's saved automatically whenever you switch warehouses using the selector in the header.
No theme or language settings
There's no dark mode and no interface language setting. Both exist as unused fields behind the scenes, but nothing in the app reads them.
Notifications aren't configurable
There are no per-user notification settings — no email, SMS, or push toggles, and no per-event opt-in. In-app notifications appear in the notification bell for everyone. The one exception is delivery request alerts, which are switched on by a flag on your role, not by you. See Roles and permissions.
Warehouses¶
Before you begin
You need administrator access to create or change a warehouse.
Go to Warehouse Setup → Warehouses, then choose Add Warehouse or open an existing one.
| Field | What it's for |
|---|---|
| Name | The name shown throughout the platform |
| Code | A short unique identifier for the warehouse |
| Address | Where the facility is |
| Allocation strategy | How stock is chosen for orders — FIFO, FEFO, or LIFO |
| Time zone | Keeps date-sensitive operations on local time |
| Status | Active or inactive |
Full guide: Warehouse management.
Locations inside the warehouse¶
Storage locations are set up separately, once the warehouse exists. You give each one a code, a type, and a zone, and you can print a barcode label for it.
Full guide: Location management.
Staging areas¶
Staging areas hold stock between steps — after picking and before packing, or while packed orders wait for a carrier.
Full guide: Staging areas.
People and access¶
Before you begin
Creating users needs the users permissions. Creating or changing roles is Administrator-only.
Users¶
Go to User & Customer Management → Users and choose Add User. An account needs a first name, last name, email address (which is the login), a password, and a role.
Full guide: Users.
Roles¶
The platform ships with five roles — Administrator, Manager, Worker, Viewer, and Customer Viewer. They're access tiers rather than job titles, and a user holds exactly one. For access shaped around a position, copy the closest role and adjust the permissions on the copy.
Full guide: Roles and permissions.
Barcodes and printed documents¶
Scanning¶
Zora reads standard retail barcodes (UPC/EAN) for products, Code 128 for serial numbers, QR codes for locations, Data Matrix for small items, and custom formats for LPNs.
Full guide: Barcode scanning.
Labels and documents¶
Label and document designs live in Advanced Features → Templates, where you can build product, location, shipping, and LPN labels, and the invoice documents.
Full guide: Templates.
Your company's branding¶
Your logo and company details appear on printed documents and in the interface.
Full guide: Company branding.
Connected systems¶
Carriers¶
Go to Shipping & Receiving → Carriers to add the carriers you ship with, along with their service levels, cutoff times, and pickup schedules.
Full guide: Carriers.
Accounting¶
QuickBooks Desktop is the one billing provider available. You can push invoices to it and import customers from it.
Full guide: QuickBooks Desktop integration.
There is no general integration layer
The platform doesn't connect to ERP systems or e-commerce platforms, doesn't consume supplier ASN feeds, and doesn't offer user-facing API keys. Where you need to move data in bulk, use bulk upload.
System settings¶
Email templates, invoice placeholders, compliance rules, and per-warehouse branding are all under Settings.
Full guide: Settings.
Reports¶
Reports are built and run from Reports & Analytics, and each one exports to CSV or Excel.
Full guide: Reports.
Reports don't run on a schedule
There's no way to schedule a report or have one emailed to you automatically. Open the report and export it when you need it.
Need help?¶
Contact your administrator for anything organization-wide, or email support@zoratech.io.
The FAQ and troubleshooting guide cover the questions that come up most.
Next steps¶
| You want to… | Go to |
|---|---|
| Sign in and find your way around | Quick start |
| Understand the numbers on your home screen | Dashboard |
| Receive your first shipment | Receiving shipments |
| Set up the mobile app | Mobile app |