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Glossary
The words Zero POS uses, in English and Spanish, with the ones they are easily confused with.
- Appointment
- Also called: booking · reservation
- A treatment booked for a customer at a set time, on the treatment calendar and under BACKOFFICE › Treatments › Appointments. Staff book it, or the customer books it through online booking.
- Not to be confused with:Layaway·Online booking
- Close day
- Also called: end of day · cash-up · Z report · cashing up
- Ending the shop's day with Close day: count what each payment method took, check it against what the app expects, and print the end-of-day slip with sales, refunds and each seller's totals. Layaway instalments taken that day are included.
- Not to be confused with:Opening float
- Commission
- Also called: sales commission · commission tiers
- What a seller earns on the sales they are on, set for each person with Daily commission tiers and counted on sales without VAT. A sale shared between sellers splits it. Selling a gift card earns commission; a customer spending one later does not.
- Not to be confused with:Payroll run
- Credit note
- Also called: refund invoice · credit memo
- The document a refund creates: an invoice for the money going back, linked to the original sale. Open it from the refund, or print it with Print credit note on the invoice.
- Not to be confused with:Refund·Store credit·Receipt
- Deal
- Also called: custom deal · personal offer · bundle
- An offer prepared for one named customer with New deal: a price, products and gifts, and a page with a QR code they can open. It is not a sale until you convert it at the till. Deals are listed under BACKOFFICE › Marketing › Deals.
- Not to be confused with:Offer·Discount·Treatment gift voucher
- Deposit
- Also called: down payment · first payment
- The first payment that opens a layaway. It must be more than zero and no more than the total, and it can't be taken with a gift card.
- Not to be confused with:Instalment·Opening float
- Discount
- Also called: price reduction · money off · markdown
- Money off at the till, as a % or an amount, on one line or on the whole ticket. If a discount takes the ticket under its products' combined minimum price, the shop's policy decides: a manager may need to approve it. See Discounts at the till.
- Not to be confused with:Deal·Discount voucher·Offer
- Discount voucher
- Also called: coupon · voucher code
- A slip printed from Quick actions › Quick prints with a code and a % off. The app prints it but does not track the code, so when a customer brings one, give the % as a discount on the sale.
- Not to be confused with:Treatment gift voucher·Gift card·Deal
- Gift card
- Also called: gift certificate · prepaid card
- A card the shop sells at the till for money, printed as a slip with a code. The balance is spent later with the Gift card payment method, on products or treatments, over several visits. Selling it is the revenue; spending it is not. It can't buy another gift card or pay a layaway.
- Not to be confused with:Treatment gift voucher·Store credit·Discount voucher
- Instalment
- Also called: installment · part payment
- Each payment after the deposit on a layaway, taken from the layaway with Collect instalment. It counts in that day's close, and the last one completes the sale.
- Not to be confused with:Deposit
- Invoice
- Also called: sale record · bill
- The shop's record of a sale, with its own number, lines, payments, sellers and customer. Every sale and every refund is an invoice, listed under BACKOFFICE › Invoices, where you can find, correct or refund it.
- Not to be confused with:Receipt·Credit note
- Layaway
- Also called: lay-by · layby · pay in instalments · put aside
- A sale the customer pays off over time: tick Layaway sale on New Sale, take a deposit, and collect the rest in instalments. The goods stay in the shop until enough is paid: an item can be handed over once the payments cover its minimum price. Any seller can continue any layaway. A gift card can't pay a layaway.
- Not to be confused with:Appointment·Online booking·Gift card
- Location
- Also called: shop · store · branch · warehouse
- A place that holds stock: a shop where people clock in and make sales, or a warehouse that only holds stock. Stock is counted per location. Set them up under MANAGE › Locations.
- Not to be confused with:Region·Workspace
- Loyalty points
- Also called: points · rewards
- Points a customer on file earns with every sale once the owner has turned on Enable loyalty points; a refund takes them back. They are used by hand on the customer's file with Redeem loyalty points (manual), which only takes the points off, so agree with the owner how the customer gets the value.
- Not to be confused with:Store credit·Gift card
- Manager PIN
- Also called: approval PIN · PIN
- A short code a manager or owner sets in their own profile. Typed on the seller's screen, it approves a sale below the minimum price on the spot. It is not a sign-in password: sellers never need it to use the app.
- Not to be confused with:Minimum price
- Minimum price
- Also called: floor price · lowest price
- The lowest price a product may sell for, set in its Minimum Price box and never shown to customers. What happens below it depends on the shop's Below-minimum price policy in Sale options: customers, minimum prices and receipts: the sale goes through and is flagged, a manager approves it from their phone or with their PIN, or it is refused. On a layaway, an item can only be handed over once the payments cover its minimum price.
- Not to be confused with:Discount·Manager PIN
- Money transfer
- Also called: transfer between accounts · move money
- Moving money between two of the shop's own accounts, for example cash from the drawer to the bank, under INSIGHTS › Accounting › Transfers. It is not a sale's Bank transfer payment, and not a stock transfer.
- Not to be confused with:Stock transfer
- Offer
- Also called: offer email · newsletter · marketing email
- An email built from your own products and photos and sent to the customers who may receive offers, from BACKOFFICE › Marketing › Offers. Each send is a campaign: one template sent to one audience. It goes out through the shop's own email account, so that has to be set up first.
- Not to be confused with:Deal·Discount
- Online booking
- Also called: booking page · book online
- The shop's public page where customers book a treatment appointment themselves. Set it up under BACKOFFICE › Treatments › Online booking.
- Not to be confused with:Appointment·Layaway
- Opening float
- Also called: float · starting cash · cash float
- The cash in the drawer when the day starts, recorded with Open day. When the owner requires a day-open, nobody at that location can sell or clock in until it is done. See Opening float: open the day and count the cash.
- Not to be confused with:Close day·Deposit
- Payroll run
- Also called: payroll · run payroll · wages
- Working out everyone's pay for a period with Run payroll: hours, commission and adjustments, first with Preview run and then kept with Save snapshot. It pays nobody and books nothing: when the real payments are made, the owner logs them as expenses. See Team salary and payroll runs.
- Not to be confused with:Commission
- Prices with or without VAT
- Also called: VAT mode · tax inclusive · tax exclusive · sales tax · IVA · IGI
- The answer to Do your prices include VAT? in company info (sales tax, for a shop in the United States). With VAT included, the price you type is what the customer pays; without it, VAT is added at the till. It only matters once the VAT rate is above 0, and it locks at the first sale with VAT. See How prices and tax work: VAT or sales tax.
- Receipt
- Also called: ticket · till slip · slip
- The customer's copy of an invoice: the 80 mm slip from the receipt printer, an A4 page, or an email. It prints in the shop's customer language, whatever language the seller's screen is in.
- Not to be confused with:Invoice·Credit note
- Refund
- Also called: return · money back
- Giving a customer money back for some or all of a sale, from Quick actions › Refund. You choose the lines and quantities, whether to Put stock back on the shelf, and how the money goes back: the payment methods or store credit. It creates a credit note.
- Not to be confused with:Credit note·Store credit
- Region
- Also called: area · territory
- A group of locations inside one workspace, set up under MANAGE › Settings › Regions. Every location and every customer belongs to one region, and payment methods are set per region. Each person is given the regions they work in and only sees those, unless their role lets them see across regions.
- Not to be confused with:Location·Workspace
- Sale
- Also called: ticket · transaction · checkout
- What you ring up on New Sale: products, treatments or gift cards, paid with one or more payment methods. Saving it creates an invoice, takes the items out of stock and adds the sale to the day's close. See Make a sale.
- Not to be confused with:Invoice·Receipt·Layaway·Deal
- Simple and Expert accounting
- Also called: accounting mode · Simple mode · Expert mode
- The two ways the shop keeps its books. Simple — plain P&L gives one profit and loss. Expert — full ledgers adds separate cash and bank accounts, each payment method linked to an account, and transfers between them. Nothing is deleted when you switch. See Simple or Expert accounting.
- Not to be confused with:Money transfer
- Stock adjust
- Also called: stock adjustment · correct stock
- Correcting how many units a location holds, one product at a time: Add, Remove or Set to, with an optional reason. Every change is recorded. See Correct stock by hand (Stock adjust).
- Not to be confused with:Tester or damaged·Stock-taking·Stock transfer
- Stock transfer
- Also called: transfer · move stock
- Moving units of a product from one location to another, with Transfer on Quick actions › Stock adjust or New Transfer under BACKOFFICE › Inventory › Transfers. No money moves: it is not a money transfer, which has the same name in the sidebar.
- Not to be confused with:Money transfer·Stock adjust
- Stock-taking
- Also called: stocktake · stock count · inventory count
- Counting what is really on the shelves. The count is blind (the app hides its own figures until you submit), and it only changes stock once someone with the right permission validates it. See Blind stock-take: count your shop's stock.
- Not to be confused with:Stock adjust
- Store credit
- Also called: credit · account balance · customer credit
- Money the shop owes a customer, kept on their file and spent at the till with the Store credit payment method. It comes from a refund or from Adjust store credit on the file. The owner turns it on with Enable store credit.
- Not to be confused with:Gift card·Loyalty points·Credit note
- Tester or damaged
- Also called: tester · defective · write-off · sample
- Taking items out of stock because they were opened as a Tester or are Defective, from Quick actions › Mark tester or damaged. It is not a refund: a customer returning a purchase goes through Refund a sale.
- Not to be confused with:Stock adjust·Refund
- Treatment gift voucher
- Also called: gift voucher · treatment voucher · voucher
- A printed voucher for one treatment, given to a customer as a gift and never sold. It is issued, checked and redeemed under BACKOFFICE › Treatments › Gift vouchers, not at the till, and its code can be entered when the customer books online.
- Not to be confused with:Gift card·Discount voucher·Deal
- Walk-in
- Also called: no customer · anonymous sale
- A sale with no customer on it. It is allowed only when Sale options: customers, minimum prices and receipts makes the customer optional. A walk-in earns no points, can't be refunded as store credit and leaves no history on anyone's file. A layaway or a deal always needs a customer.
- Not to be confused with:Sale
- Workspace
- Also called: account · business · company
- One business's own Zero POS: its data, settings and people, kept apart from every other. A business trading in two countries can run one workspace for each. Someone who works in more than one moves between them with Switch workspace.
- Not to be confused with:Region·Location