What Working means

Every part of the setup shows one honest state: Not started, Needs attention or Working (on the setup list: To do, Needs attention, Done). This page lists the rule behind Working for each step.

One check decides them all, so Home, each step page, Settings and Go live always give the same answer.

The states

State	Meaning
Not started	Nothing has been set up for it yet.
Needs attention	Something is set but a live check failed. Each problem opens the exact field, and has a code with its own manual page.
Working	A live check against SAGE, Shopify or the tablets passed.

A saved value alone never makes a step Working.

The rules

Step	It is Working when
SAGE connection	SAGE answered a test of the saved connection, the company and NIF were read, and every function zrsPOS needs is licensed.
Stores	Every Shopify location is decided; each store that sells has an AT code for its documents and credit notes, a healthy numbering, the till close document available and its tills created.
SAGE items	Each item zrsPOS books on exists in SAGE, is active, non-stock and on the right VAT rate, read back from SAGE.
Payments	Every payment method seen in your sales has its own SAGE payment method, and no card or MB Way is booked as cash.
Printing & delivery	Each store prints (a printer answered recently) or is set not to print.
Go live	A plan is active, a test document was read back from SAGE and cancelled, and the steps before are Working.

Per store

With more than one store, the checks are made store by store. Going live needs every store that sells at a till to be Working. After go-live, a store that stops being right shows Needs attention for that store only; issuing does not stop.

After go-live

Home shows Today (documents issued, sales waiting, sales that need you in Documents, sales held while your plan was inactive) and Needs you: one row per thing, none hiding another, each opening the exact place. A new Shopify location with no settings, a printer that doesn't answer while receipts wait, a till close not sent, a plan to approve: each is its own row. zrsPOS checks the setup again every 30 minutes, so a change made in SAGE is noticed too, and the readiness e-mail links each problem to its exact place.

When a code appears

Each problem has a support code. It opens a manual page that says what you see, what happened, what to do, whether zrsPOS can do it for you, and what to send support if you are still stuck.