Summary
Registers in Zoho POS feature a simple UI and focuses on a comprehensive user experience that helps you perform faster and with precision. Configuring is the first step in setting up registers. The next step is where the user will log in with their login credentials and activate or open a register and perform simplified sales operations. Detailed steps to perform these steps are attached in the document. For a business to flourish and operate efficiently, the sales process has to be quick and smooth. Customers prefer swift checkout, and having multiple registers can ensure just that.
The Zoho POS web application is the only platform through which you can configure and edit these registers. By default, the web application is built with a single register. The web application displays an wholesome view of each of the registers, which includes all the available registers, their order and invoice prefixes, the status (open/closed) of the register, and the name of the user who has opened the register. The web application also allows you to deactivate, un-map, and delete a register.
Note
It is not recommended to close a register through the web application. The recommended way to close a register is to log out of the device it is open in.
Things to note while configuring and editing the register
You cannot change the order and invoice prefix and sequence number while the register is open.
The sequence number entered for both the order and invoice values will be the starting value. The rest of the order and invoice numbers will be consecutively assigned.
The Device Type is a drop-down with four options,
Windows
Android
iOS
Any Device
Note
While configuring and editing, choose the device type according to the availability. Clicking Any Device will allow the register to be mapped to any device.
A register can be mapped to only one device at a time.
Components of a register
Register Name: The name of the register as assigned by the user.
Order Prefix: A custom set prefix for each of the order to be placed.
Invoice Prefix: A custom set prefix for each of the invoice to be generated.
Status: Denotes whether the register is open or closed.
Opened By: The name of the person who has logged into that particular register.
Edit tab: A pop-up with mandatory fields and a drop-down to choose the device type.
Settings button: A drop-down with the options to remove mapping, delete the register, and mark the register as inactive.
Basic Terminologies
In the Registers tab, the status of the registers is either:
Open: The register is mapped to a device and logged in. It can be actively used for billing.
Closed: The register is mapped to a device but there are no accounts logged in. For the register to be used for billing, it has to be logged in with active credentials.
The settings tab of the registers has three options
Mark as Inactive: Once a register is marked inactive, the register cannot be used for billing. It has to be marked as active to be used for billing
Un-mapping a register: To assign a register to a new device, the register has to be un-mapped from the current device. Click Remove Mapping to detach the register from a device.
Delete: To delete the selected register.
Note
To close a register, it needs to be Inactive.
To configure the register
Log in to the Zoho POS web application.
Go to Settings > Registers.
Click Add Register.
In the Add Register pop-up, do the following:
Enter the Register Name.
Specify the Order and Invoice Number Format.
Select the Device Type from the dropdown list.
Click Add.
Click Update to save the change.
To edit registers
Click Edit for the appropriate register.
Edit the required information.
Select the Device Type according to preference and availability, then click Update.
Note
Registers can only be configured through the web application.
Mapping registers with the device via Windows or mobile applications
In the Windows application you can view all the available/un-mapped registers while trying to map your device to a register.Through the Zoho POS Windows application, you can open, close, and synchronize your billing data after you log in to your Zoho POS account. The register in the Windows application is the actual billing counter, where the items billed, the amount to be paid, and the various payment integrations will be displayed. Salespeople will have access to this page and will be able to perform billing actions.
Note
Upon logging in to a device and selecting a register, the register is mapped to the device. The login activity will not affect the register unless the register is un-mapped through the web application.
Understanding bills generated from registers
While configuring or editing the registers, the entered order number and invoice numbers will be reflected in the bill. The invoice and order numbers serve to track orders and keep the data organized. The format is alphanumeric, containing a prefix and a sequence number. If you need to change or edit the order and invoice prefix, you can edit them after closing the register. It cannot be changed while the register is active and open. However, the name of the register and the Device Type can be edited while the register is active. The order prefix and the invoice prefix appear on the bill.
