Point-Of-Sale (POS)

Sub-sections

25 guides in Point-Of-Sale (POS)

• 1 Authorization Password for Editing/Deleting Completed Transactions As a security measure, you may set that before receptionists could edit or delete completed transactions, you need to t…
• 2 Book Appointments / Reservations You can use the POS to book reservations and appointments.   1.) In the POS page change the DATE to the appropriate boo…
• 3 Card View The Card View page is the most used view type in the POS. In here you will be able to see all currently on-going client…
• 4 Closing the Cash Register for the Day You have to close the cash register at the end of each day to monitor discrepancies in the day’s payments and ensure ac…
• 5 Editing Completed Transactions
• 6 Inventory Management
• 7 Live Chat Support ZenSoft’s online chat support aims to help our clients with their concerns or issues regarding our software. You can ch…
• 8 Logout From POS 1.) Click your FULL NAME located on the upper right of the POS interface. 2.) Click the LOGOUT menu.   3.) If you only …
• 9 Manually Assigning Staff Commission  1.) From the Transaction Details page click the COMMISSION button.   2.) Select the appropriate SERVICE TAB. 3.) Type …
• 10 Online Booking via Facebook ZenSoft’s Online Booking module allows your clients to book/reserve your services directly in your salon/spa’s Facebook…
• 11 Opening Cash Register You should open your Cash Register every start of the day.   1.) After logging in at your ZenSoft Dashboard. Click on t…
• 12 Partial Payments The Partial Payment feature allows  you to accept incomplete or partial payments from clients or “utang”. In our exampl…
• 13 Paying Account Balances 1.) Click POS. 2.) Search for the client’s name and click it.   3.) The account balance pop-up window will show the bal…
• 14 Petty Cash Expenses You may record all your petty cash expenses in the via the POS Expense Module. This module aims to replace traditional …
• 15 POS Notifications
• 16 Preview Transaction Details The Preview Transaction Details is a pop-up window that appears before you add payment to a transaction. This allows th…
• 17 Purchasing Gift Certificates
• 18 Record Old Transactions You record old transactions during the following instances: – You lost internet connection on the previous day and you …
• 19 Reviewing Completed Transactions If you wish to review already completed transactions in the POS follow the steps below: 1.) In the POS interface, click…
• 20 Room Availability View In the Room Availability view you will be able to see which rooms/chairs/areas in your branch is occupied and which are…
• 21 Staff Availability View In the Staff Availability view you will be able to see which staff in your branch is available and which ones are curre…
• 22 Staff Sales Report The Staff Sales Report shows a quick summary of the day’s performance of all the staff. You will be able to see how man…
• 23 Updating Employee Schedule
• 24 Updating the Template for the Printed Receipts This article teaches you how to change the header and footer texts on the printed POS.   1.) From the Admin Dashboard c…
• 25 Voiding or Cancelling Transactions To void a certain transaction follow the steps below: 1.) There are two ways to void a transaction. By clicking the VOI…

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