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Access Zoho POS and Navigate

Users can access Zoho POS by creating an account on zakya.com, where they input essential information such as name, email, password, and phone number, agreeing to terms before finalizing registration. After logging in, users can manage organization details and explore Zoho POS's modules for inventory, sales, customers, and reports, optimizing business processes.

Summary

To begin using Zoho POS, users can create a new account on zakya.com by providing basic details such as name, email, password, and phone number, and agreeing to the terms of service. Alternatively, sign-up can be done using existing Google or LinkedIn credentials. After registration, users are prompted to set up their organization by entering essential information including the business name, address, phone number, currency, language, and fiscal year. Existing Zoho account holders can sign in directly and access organizations already created in the Zoho Finance suite. Selecting an existing organization automatically imports all relevant data and configurations from modules like Items, Inventory Management, Sales, and Customers into Zoho POS. Upon login, users are directed to the Dashboard, which provides an overview of key business metrics such as inventory status, top-selling items, and sales performance. The interface includes essential tools: Search for quick access to records, Quick Create for fast data entry, Settings to customize preferences and user access, and Profile for managing subscriptions and resources. This streamlined setup enables users to efficiently manage daily operations and scale their business with integrated financial and sales tools.
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Create an account

Zoho POS can be accessed by creating an account from the website. There are two ways in which you can start using Zoho POS.

  • Sign up with a new account

  • Sign in with an existing Zoho account.

Sign up for Zoho POS

The first step to access Zoho POS is by signing up for the product from the website.

To sign up

Go to https://www.zoho.com/en-in/pos/ and click Sign Up Now.

Enter Full Name, Email, and Create Password.

Enter the Phone Number.

Read the Terms of Service and Privacy Policy and select the I agree checkbox.

Click Sign up for free.

You can also sign up for Zoho POS using your Google or LinkedIn accounts.

Specify Organization Details

Once the sign up process is completed, you can enter the basic information about your organization such as the name, phone number, address, currency, language, fiscal year, etc. to get started with Zoho POS.

To specify the organization profile

Enter Organization Name and Phone Number, and select the State from the Set up your Organization profile page.

Enter the Address and select Language from the drop-down list.

Specify the Inventory Start Date and click Get Started.

Sign in with an existing Zoho Account

If you already have a Zoho account, you can sign in to Zoho POS with the same account credentials. All the organizations that you have in Zoho Finance suite will be displayed. You can either choose an existing organization from the list or create a new one from scratch.

What happens when an existing organization is chosen?

The organization that you have created in any of the Zoho Finance suite, such as Inventory, Books, Invoice, Subscriptions, Checkout, Expense, Commerce, will be listed when you have signed up for Zoho POS. When an organization is selected from the list, all the records as well as the configurations in the Items, Inventory Management, Sales, and Customers module will be available in Zoho POS as well.

To sign in

Go to www.zakya.comand click Sign In.

Enter the Email Address and Password, and click Sign In.

Click Connect against the organization that you want to use with Zoho POS. Alternatively, you can also click Create Organization to create a new organization.

Enter the information and click Get Started.

Note

When you map an existing organization in Zoho POS, the preferences defined in Zoho POS from the Settings page will be reflected in your Zoho Finance products.

When you login or sign-up for Zoho POS, the first screen that you see will be the Dashboard which displays all the key metrics such as Inventory Summary, Top Selling Item, Sales Summary etc.

You can also find the following:

Search: This is where you can search for the records present in Zoho POS. You can also choose a module and search for the record. The Advanced Search option lets you choose the module and specify certain field values to narrow down the search results.

Quick Create: An easy way to create data across modules.

Settings: Various configurations such as preferences, templates, adding users, templates, etc. can be modified.

Profile: Space where you can manage your subscription. access resources and so on.

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