zrsPOSManual
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Go live

The last step: see what still blocks, check the plan, prove everything with one real test document, prepare each store's switch day, and switch zrsPOS on. Until then zrsPOS ignores your POS sales: configure and test freely.

Ready to go live?

The page lists what blocks going live: every problem in the steps before, each opening the exact place to fix it. Below it, worth a look, never blocking: a store with no SAGE till of its own, tablets that haven't opened the zrsPOS tiles, an http SAGE address, Tax Free on Global Blue's test environment, a till close to check. Go live opens once nothing blocks it, a plan is active and the test document passed.

The plan

The plan row shows your plan and its state, and opens Plan to choose or approve it. The test issues a real document, so it needs a plan first.

The test document

The test uses a real sale you make on Shopify POS, at a store zrsPOS invoices:

  1. On Shopify POS, sell any item and take payment.
  2. On Go live, pick that sale from the list (paid POS sales of the last 3 days, with no document) and press Issue a test document. zrsPOS asks first.
  3. zrsPOS issues it in your SAGE through the same path as customer sales, reads it back from SAGE, then cancels it with a credit note, showing each step.

It passes only when SAGE gives the document back with the sale's total and the credit note cancels it exactly. Then the page shows the document, its ATCUD and the credit note.

When there is no suitable sale, the page says so: make a sale and look again. zrsPOS never uses an online order, a Shopify test order, an unpaid order, an order older than 3 days, a Tax Free sale, a sale paid with store credit, an edited order, or an order that already has a document. At most 10 test documents a day.

If cancelling the test document can't be confirmed (SAGE didn't answer, or refused), zrsPOS says a test document may be left in SAGE, with its number. Going live stays blocked until you cancel it in SAGE and press Mark the test document of #1043 as handled (with the order’s number). A later refund of that order in Shopify is never credited by zrsPOS on its own.

The switch day, store by store

For each store, tick SAGE POS closed once its last day on SAGE POS is closed: from then on, staff close the till on the zrsPOS Till tile. The ticks never block going live; they work on a read-only plan too. After go-live, a store is done at its first zrsPOS document. The details are in Till close.

Go live

Go live asks first, naming your stores. From that moment every POS sale becomes a certified document in your SAGE, immediately and automatically. Sales made before you go live are never issued by zrsPOS: make sure the old way keeps invoicing until the switch, and stops at the same moment.

After go-live, if something stops being right, Home lists it under Needs you, opening the exact place. Issuing does not stop: stopping would stop your sales.

Pausing and resuming

After go-live, Go live holds Pause issuing at every store. It asks why (SAGE maintenance, something wrong with documents, or your own words), and Home and Go live then show who paused, since when and why. While paused, sales are skipped: zrsPOS never issues them later, and Documents lists them under Skipped for you to issue in SAGE. Resume issuing asks first; from the next sale every POS sale is issued again. Pausing and resuming work on a read-only plan too.

After a change of SAGE company, issuing pauses on its own until you confirm each page for the new company; the sales made meanwhile are not issued either, and are listed the same way.

Problems on this step

Each one has a page that says what you see, what happened and what to do.