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Overview of registers

Zoho POS's desktop billing application aims to streamline the checkout experience for customers by focusing on registers. These registers serve as vital points for data collection, ensuring smooth transactions. Administrators have full control over register access, while managers and staff have tailored permissions. With Zoho POS, businesses can offer efficient billing processes and enhance customer satisfaction.

Summary

The Zoho POS desktop billing application aims to streamline the checkout experience for customers by focusing on registers. These registers serve as vital points for data collection, ensuring smooth transactions. Administrators have full control over register access, while managers and staff have tailored permissions. With Zoho POS, businesses can offer efficient billing processes and enhance customer satisfaction. The application enables every business to provide a seamless checkout experience to their customers, reducing wait times and long queues. Zoho POS empowers business admins to continue with their billing process irrespective of internet availability. Registers are the actual point of data collection, both customer and sales data. Zoho POS has three roles available by default: Admin, Store Manager, and Staff, each with different levels of access to view, add, deactivate, delete, and close registers. The application also allows users to assign roles to specific users, promoting a clear chain of command and smooth operation. Filters are available on the register page to customize the view according to preferences. Data protection in Zoho POS is ensured by assigning authorization to specific users, preventing misuse of data and promoting a clear chain of command and smooth operation.
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Every shopping run is an experience—some good and some not so much. Throughout the whole process of shopping, from product selection to billing, the customer interacts with registers or billing counters more than any other part of a business. Customers naturally prefer fast and seamless checkout experiences whereas the point of sale at the store often entails standing in long queue, which leads to a negative experience.

With Zoho POS's desktop billing application, we enable every business to provide a seamless checkout experience to their customers. The final interaction between a customer and a business storefront happens at the registers. The cashier at the point of sale should be equipped with all the tools required to checkout customers efficiently, which in turn reduces the wait time and a long queue. That's why enabling a hassle-free billing experience is particularly important, which is exactly what we're aiming for with Zoho POS. Additionally, it's equally important to empower the cashier or the sales people with a simple yet smart register interface.

Registers in Zoho POS

The purpose of the Zoho POS desktop/billing app is to make billing simpler. Because of all the possible differential factors, every brick-and-mortar store has a unique billing process. A smooth checkout process provides the customer with a pleasant experience and is a key consideration in terms of customer retention. Registers, therefore, are not only crucial from a customer standpoint, but also from a business standpoint.

From the business's backend perspective, registers are the actual point of data collection—both customer and sales data. The salesperson at the counter is empowered with registers that not only perform their primary function of collecting payment but also gather customer data. Imagine losing a chunk of billing data because of external factors like power cuts or network errors. You probably don't have to imagine it, because you've likely experienced it. Zoho POS empowers business admins to continue with their billing process irrespective of internet availability. Zoho POS only requires internet connectivity while syncing data to the web servers. As long as the registers aren't logged out, you can sync and retain your data as soon as your internet connection becomes available again.

If there is only one register available, it is automatically set as the default and primary register. Similarly, if there is only one register, it can't be deleted. If there are multiple registers, the user will be asked to choose a register from those available while logging in through either the Windows or mobile application. If the register limit is reached, the user can purchase them as add-ons to add or activate new registers. While logging into the application, the user will be able to select a register from the available ones and that will be marked as open. It will be closed when the user logs out of their account or if the register is closed from the web.

Filters are available on the register page to customize your view according to your preferences. There are six customizations options in total: displaying all registers, only opened or closed registers, only active or inactive registers, or only the register opened by the user.

Data protection in Zoho POS

With Zoho POS, the authorization can be assigned to specific users, which prevents misuse of data and promotes a clear chain of command and smooth operation. There are three roles available by default:

  • Admin: Has full access to view, add, deactivate, delete, and close all available registers.

  • Store manager: Has access to view all open registers and close those registers.

  • Staff: Has access to view and close the registers they open.

How to assign a role

To assign a new role

Go to the Users tab in the Settings page.

Click on Add User.

Enter the Email and Name, and select the appropriate Role from the dropdown list.

Click on Update to save the change.

To modify a role

Go to the Users tab in the Settings page.

Click on Edit for the required profile.

Edit the role accordingly.

Click on Update to save the change.

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