Help centre
Map of Zero POS
Every row of the sidebar and every settings tile, in the app's own words, with the guide that explains it.
Top of the sidebar
ScreenGuide
- New SaleMake a sale · Discounts at the till · Gift cards
- Quick actions
- Quick actions › Quick printsQuick prints
- Quick actions › New dealPrepare a deal for one customer
- Quick actions › RefundRefund a sale
- Quick actions › Pending approvalsBelow-minimum approvals
- Quick actions › Stock-takingBlind stock-take: count your shop's stock · Scan products with a barcode scanner
- Quick actions › Stock adjustCorrect stock by hand (Stock adjust) · Scan products with a barcode scanner · Move stock between shops
- Quick actions › Mark tester or damagedMark tester or damaged · Scan products with a barcode scanner
- Check-inCheck in and out
BACKOFFICE
ScreenGuide
- CustomersFind a customer · The customer file
- InvoicesFind an invoice · Save a view and share a link · Print a receipt again, or email it
- LayawayLayaway: hold items while a customer pays over time
- Gift cardsGift cards · Gift cards outstanding: what you still owe
- InventoryProducts and stock · Scan products with a barcode scanner · Product photos and categories
- Inventory › ProductsProducts and stock · Scan products with a barcode scanner · Product photos and categories
- Inventory › ReorderOrder from a supplier and receive it
- Inventory › OrdersOrder from a supplier and receive it
- Inventory › TransfersMove stock between shops
- Inventory › SuppliersOrder from a supplier and receive it
- TreatmentsBook an appointment · Look after appointments: find, mark done or no-show, cancel · Treatment rooms and who does each treatment
- Treatments › CalendarBook an appointment · Look after appointments: find, mark done or no-show, cancel · Treatment rooms and who does each treatment
- Treatments › AppointmentsLook after appointments: find, mark done or no-show, cancel · Treatment rooms and who does each treatment
- Treatments › Gift vouchersTreatment gift vouchers
- Treatments › Treatment menuTurn on treatments · Treatment gift vouchers
- Treatments › Online bookingLet customers book online · Treatment rooms and who does each treatment
- Treatments › RemindersSend appointment reminders by email or text
- TeamThe rota
- Team › RotaThe rota
- Team › My availabilityThe rota · Rota settings and each person's working days
- Team › Time offTime off
- Team › Build the rotaThe rota · Rota settings and each person's working days
- MarketingWrite an offer email · Send an offer to your customers
- Marketing › OffersWrite an offer email · Send an offer to your customers
- Marketing › DealsPrepare a deal for one customer
- Marketing › Worth a callWorth a call: who to phone this week
INSIGHTS
ScreenGuide
- DashboardsThe dashboards, day to day
- Dashboards › My resultsThe dashboards, day to day
- Dashboards › CompanyThe dashboards, day to day
- Dashboards › ShopsThe dashboards, day to day
- Dashboards › ProductsThe dashboards, day to day
- Dashboards › SellersThe dashboards, day to day
- Dashboards › CompetitionThe dashboards, day to day
- ReportsWhat each report answers · Save a view and share a link · Review the day closes: counted against expected
- AccountingRead the Accounting overview · Pay, commission, targets and costs: which report answers what
- Accounting › OverviewRead the Accounting overview · Pay, commission, targets and costs: which report answers what
- Accounting › PaymentsRead the Accounting overview
- Accounting › ExpensesRecord an expense (including wages you paid) · Export your figures for your accountant · Pay, commission, targets and costs: which report answers what
- Accounting › RecurringRecord an expense (including wages you paid)
- Accounting › TransfersCash and bank accounts (Expert)
- Accounting › Cash & bank accountsCash and bank accounts (Expert)
- Accounting › Payment methodsAdd a payment method
- Accounting › Accounting modeSimple or Expert accounting
- PayrollRead your salary page · Pay, commission, targets and costs: which report answers what
- Payroll › My salaryRead your salary page · Pay, commission, targets and costs: which report answers what
- Payroll › Team salaryTeam salary and payroll runs · Export your figures for your accountant · Pay, commission, targets and costs: which report answers what
- Payroll › Payroll historyTeam salary and payroll runs · Pay, commission, targets and costs: which report answers what
MANAGE
ScreenGuide
- UsersAdd someone to the team · Set someone's pay: hourly rate and commission · Rota settings and each person's working days
- TargetsSet monthly targets · Pay, commission, targets and costs: which report answers what
- LocationsAdd a shop or storage location · Check-in rules: paid breaks, the cut-off and opening the day · Treatment rooms and who does each treatment
- SettingsSettings: a map of every tile
- Activity historyActivity history: who changed what
Settings tiles
ScreenGuide
- Company infoCompany info: name, time zone and tax · How prices and tax work: VAT or sales tax
- RegionsRegions and shops: who sees what · Check-in rules: paid breaks, the cut-off and opening the day
- LocalizationLanguages
- Cash & bank accountsCash and bank accounts (Expert)
- Payment methodsAdd a payment method
- Accounting modeSimple or Expert accounting
- Sale optionsSale options: customers, minimum prices and receipts · Scan products with a barcode scanner
- TipsTips: what customers can choose and who gets them
- Invoice numberingInvoice numbering
- Deal page & vouchersSet up the deal page and vouchers
- Treatment menuTurn on treatments · Treatment gift vouchers
- Gift cardsGift cards
- ReceiptDesign the receipt
- PrinterReceipt printer setup: Epson, browser or cloud
- Quick printsQuick print templates
- Check-in and breaksCheck-in rules: paid breaks, the cut-off and opening the day · Check in and out
- Day open / closeOpening float: open the day and count the cash · Check-in rules: paid breaks, the cut-off and opening the day
- Time offTime off
- RotaRota settings and each person's working days · The rota
- Inventory defaultsLow-stock alerts: the default threshold
- Loyalty and store creditLoyalty points: earning, tiers and balances · Store credit
- IntegrationsConnect your email and set up marketing emails · Send appointment reminders by email or text
- Email templatesEmail templates: the wording of every email · Connect your email and set up marketing emails
- Marketing emailsConnect your email and set up marketing emails
- NotificationsNotifications: sale alerts and other events · Check-in rules: paid breaks, the cut-off and opening the day
- Branding & appearanceBranding & appearance: logos, colours and theme
- PermissionsWhat each role can do
- BillingNo guide yet
- Workspace & dataWorkspace & data: download your data or cancel
- Import historyImport past sales · Move from your old till to Zero POS
- Setup checklistSet up a new shop: guided setup and the settings tour