Printed from https://zeropos.shop/help/regions-and-shops
Regions and shops: who sees what
A region groups shops and keeps their customers, payment methods and gift cards apart. Every shop belongs to one region, and staff only see the regions ticked for them.
Owners can change what each role may do.
Most shops need one region. Add more when groups of shops run their own customers and money, for example two towns or two countries under one set of rules.
Steps
Add a region
- Step 1
- Step 2
Tap New Region.
- Step 3
Type the Name and leave Status on Active.
- Step 4
Tap Create Region.
Put shops in it
- Step 5
Open MANAGE › Locations.
- Step 6
Create a shop, or edit one, and pick this region under Region.
- Step 7
Save. Step by step: Add a shop or storage location.
Give staff access
- Step 8
Open MANAGE › Users and edit the person.
- Step 9
Open the Where they work tab.
- Step 10
Under Regions, tick every region they work in.
- Step 11
Under Shops, tick shops to narrow it down, or leave it empty for every shop in those regions, then save.
What happens next
- Each person sees customers, invoices and takings only for the regions they work in. Owners see every region.
- Someone with no region ticked works in the regions of the shops ticked for them. With no shop ticked either, they see and record nothing until you tick one.
- The regions list counts the locations, users and customers in each region.
What a region keeps apart
Customers: each customer belongs to one region. Payment methods: each region has its own list (Add a payment method).
Gift cards: a card can only be spent in the region that sold it (Gift cards). Cash and bank accounts usually belong to one region too (Cash and bank accounts (Expert)).
A region or a separate workspace?
Regions in one workspace share the company details, currency, VAT and settings.
When a business has its own currency or tax rules, give it its own workspace instead: see Work in more than one workspace.
Questions
Can I delete a region?
What does Inactive do?
Can a region close forgotten shifts at its own time?
If you see this…
On screen
A region with that name already exists.
What to do
Pick a different name, or edit the region that already has it.
On screen
This region still has locations, users, or customers. Reassign them before deleting.
What to do
Move its shops, people and customers to another region, or set it to Inactive instead.
On screen
No regions yet — add one under Settings → Regions.
What to do
This shows on a user's Where they work tab. Add a region first, then come back to the user.
Good to know
- After adding a shop in a new region, open each person who works there and tick the region, or they won't see it.