Get started with Zid
The Zid dashboard is where you run your online store: you add products, receive and fulfil orders, market to your customers, connect sales channels and services, and follow your results. This page gives you a tour of the dashboard and points you to the guide for each area.
Start here
If your store is new, follow these steps in order:
Create your store and sign in. See Sign in and create your store.
Complete the setup steps on the home page or in the Onboarding Wizard: your first product, your branding, a support phone number, your pickup location, business verification and payments. See Set up your store.
Follow the guided journeys to your first order and your first five sales. See Get your first sales.
Learn where everything is: the sidebar, the top bar and the Add menu. See Navigate the dashboard.
Moving from another e-commerce platform? See Move your store to Zid.
How the dashboard is organized
Every screen has the same frame:
The sidebar on the side of the screen has three tabs: Home for running your store day to day, Apps for the App Market and your installed apps, and Settings for store and account settings.
The top bar holds the Add button for creating orders, products, customers and marketing items, the search box, Zid AI, your wallet balance, notifications, your pinned and recent pages, and your account menu.
On a phone, a tab bar at the bottom of the screen gives you Home, Orders, Products and Search, plus the menu and Zid AI buttons.
The Home tab
| Sidebar item | What you do there | Guide |
|---|---|---|
| Dashboard | See sales, orders, visits and your latest activity at a glance | Dashboard home |
| Orders | Manage orders, create manual orders and follow up abandoned carts | Orders |
| Products | Add and organize products, categories and brands, and manage inventory | Products, Inventory |
| Customers | Manage customers and groups, the customer wallet, tickets, reviews, questions and stock notifications | Customers |
| Marketing | Create discounts, campaigns, automated messages, loyalty and referral programs, and affiliate marketing | Marketing, Discounts |
| Chat with customers on WhatsApp and send automatic replies | ||
| Online store | Choose and customize a theme, and manage pages, the menu, the blog and SEO | Online store |
| Analytics | Read reports on sales, products, customers, marketing and operations | Analytics |
| Logistics | Set up shipping methods, connect shipping companies and track shipments | Logistics |
| Payments | Accept online payments, follow transactions and payouts, and create payment links | Payments |
| Financing | Apply for financing for your business | Financing and growth |
| Growth | Get growth services and support for your store | Growth services |
| Channels | Sell on marketplaces, your own mobile app and Zid POS | Marketplaces, Mobile app, POS |
The Apps and Settings tabs
| Tab | What you find there | Guide |
|---|---|---|
| Apps | The App Market, My apps and app categories | Apps |
| Settings | General (account, checkout, tax and more), Communications (customer messages) and Store settings | Settings, Sales settings, Store settings, Customer notifications |
Your subscription and Zid wallet open from the account menu and the wallet button in the top bar. See Subscription, plans and billing and Zid wallet. Support tickets open from the ticket icon in the top bar. See Support.
What you see depends on your plan, your country, the services you have activated and your staff permissions. Staff members see every sidebar item, but selecting one they have no permission for shows a message asking them to contact the store administrator. To change what a staff member can do, see Staff groups and permissions.
In a charity (NGO) store, some labels change: Orders becomes Donations, Products becomes Donation opportunities and Customers becomes Donors. Some pages, such as Logistics and Financing, don't appear.
How the help desk is organized
The help desk follows the same order as your work:
Getting started: sign in, set up your store and learn the dashboard.
Run your store: orders, products, inventory and customers.
Grow your sales: marketing, discounts and WhatsApp.
Sales channels: your online store, mobile app, POS and marketplaces.
Services: logistics, payments, financing and growth.
Insights: analytics and reports.
Account and settings: apps, finance, support and every settings page.
Most guides that describe one screen show an Open in dashboard link that opens the same screen in your store.
Related
In this section
- Sign in and create your storeSign in to Zid with a verification code, biometrics, a password or Google, reset a forgotten password, and open a new online store step by step.
- Set up your storeFinish the setup checklist and the Onboarding Wizard: first product, branding, support phone, pickup location, verification and payments.
- Move your store to ZidSwitch from Salla, Shopify or another platform: import products and customers, set up payments and shipping, connect your domain, redirect old links.
- Get your first salesFollow Zid’s guided steps to your first order and your first five sales: a launch coupon, sharing your store, Zid AI and content ideas.
- Navigate the dashboardUse the sidebar, the top bar, the Add menu, pinned and recent pages, the account menu, language, dark mode and the mobile tab bar.
- Dashboard homeRead your sales, orders, visits and conversion at a glance, pick a date range, and add, move, resize or remove home widgets.
- Search the dashboardFind orders, products, customers, categories, apps and pages from one search box, and run quick actions such as creating an order.
- Notification centerSee new orders, payment updates, reviews, export results and ticket replies in one place, filter them and mark them as read.
- Zid AI and Zid AssistantAsk Zid Assistant, the dashboard’s AI assistant, about your orders, products and customers, approve the actions it proposes, and use the Tools Studio.
- Get help and contact Zid supportReach Zid customer service by live chat or a support ticket, read the help center, get app and theme support, and suggest features.
- Frequently asked questionsAnswers to common questions about Zid: what it costs, domains, payment methods, shipping, Commercial Registration and contacting Zid.
Still need help?
Our customer service team is ready to help, or find quick answers in the FAQ.