On the POS

Four zrsPOS tiles live on the POS smart grid: Till, Documents, NIF and Tax Free (the last only where the shop sells Tax Free). Staff see them in the shop's language. Each tile says in one short line where it stands; the detail is inside it. When sales are not being invoiced (licence ended, zrsPOS not live yet, store not set up) they all say the same: Sales not invoiced · tell a manager.

Put the tiles on the smart grid first

They do not appear by themselves. Installing zrsPOS makes the tiles available; somebody still has to place them on the grid, once, and they then reach every till.

From the Shopify admin (recommended — it covers every tablet and location at once):

1. Sales channels → Point of Sale.
2. Under Customize the in-store experience, press Edit on POS app.
3. In Smart grid, choose the template you want to change.
4. Press ⊕ Add tile on the page where the tile should sit.
5. Choose Embedded apps, then zrsPOS. Repeat for each of the four tiles.
6. Save.

This needs at least one tablet already set up with Shopify POS at the store.

From a tablet, if you prefer to do it at the counter: tap Add tile on the smart grid, pick the app from the list, add the others, then Save. The staff member needs the Customize smart grid permission, so a plain sales account cannot do it.

Tiles added on one tablet stay on that tablet. Doing it from the admin is what gets them onto all of them.

After a zrsPOS update, force-close the POS app and reopen it so it fetches the new tile code.

NIF

Enter the customer's NIF before payment. With a NIF the sale issues an FR to that customer. Without one it issues an FS up to the store's limit (€1,000 unless set otherwise on the store's page) and an anonymous FR above it, or always an FR if the store is set that way.

• If a customer is attached to the cart, their NIF on file is offered. With no customer, the NIF typed finds and attaches the customer who already has it on their profile.
• The sale's NIF is stored on the customer's profile when they have none yet — also when the customer is attached or created after the NIF was typed. A different NIF already on the profile is never replaced on its own. zrsPOS creates the customers' NIF field itself; there is no need to create it under Settings → Custom data.
• Foreign tax numbers: switch on Foreign tax number to skip the Portuguese checksum.
• Removing the customer from the cart removes their NIF from the sale.
• Receipt, e-mail or both? If the shop allows changing it at the till (Printing & delivery › Delivery), the tile shows this sale's option (for example No NIF (final consumer) · E-mail) and the window asks before payment, with the store's option already selected. E-mail uses the attached customer's address; with no customer, type the e-mail and tap Use this e-mail. Without an e-mail the receipt prints. If the shop prints from SAGE, the question is E-mail or Don't send.

Documents

The Documents tile (formerly called zrsPOS) opens a home screen with four options, each with its state in a line (and a number when something needs dealing with). Tap an option to open it; ‹ Back, at the top, returns to the home screen. Shop-level warnings (zrsPOS not live yet, licence, store not configured, SAGE not answering) show at the top of the home screen.

• Find documents — search past sales (order number, NIF, name, e-mail, phone or document number) and print or reprint receipts (a reprint is marked 2nd copy); under More options, open the A4 or the Receipt on screen, and send the document to the customer by E-mail (the customer's address is filled in; you can change it). On the home screen it shows the most recent document and any receipts whose printing was never confirmed.
• Queue & errors — sales of this till's store not yet issued, and alerts that need a human. Process all forces a retry of every one now; Try again on a line retries just that sale and says what happened (issued, or still failing and why). A recovered document is not printed by itself: print it from Documents. Nothing is archived at the till — Archive: in the admin, under Documents (for example a sale already invoiced by hand in SAGE). Never repeat a sale that is in the queue. SAGE's own message, when there is one, is under Technical detail (for whoever supports the shop).
• Salespeople — Who is selling? for someone not linked yet in Salespeople: pick your SAGE salesman (or type your name); a manager confirms it. A manager sees the requests waiting at the store here and confirms or rejects each.
• Printer — which printer this till uses, how to change it, and a test button. Not shown when the shop prints from SAGE.

The till close is on the Till tile (below).

The screen opens fast: the home screen comes from a single request to zrsPOS, and what was already read shows at once when you go back to an option, while it refreshes in the background. Refresh, on the home screen, reads everything again. After Process all, Try again, a print or a printer picked, the tile updates at once.

The tile's subtitle (one short line at most) shows at a glance whether something needs attention. It names the blocker before it names the symptom, so the first thing you read is the thing to act on; the detail (which licence, which admin step) is inside the tile:

The Till, NIF and Tax Free tiles carry the same warning when sales are not being invoiced, so nobody types a NIF or captures a traveller for a document that will not exist.

Till

The till's day: open it with a float, close it step by step (with the till close document to SAGE), yesterday's forgotten close and a close that did not reach SAGE. All in Till close.

One drawer: the Till tile is the store's only cash drawer. zrsPOS opens and closes Shopify POS's register sessions, so in Shopify (Point of Sale › Roles) every role is set to Denied for starting and ending sessions and for "View and adjust current payment tracking session". Cash in and out stay in SAGE itself.

Tapping an open till shows the summary first; only Close the till prepares the close. During the close, the step (1 of 3 · Check, Count, Confirm) is at the top of the screen and Back in the bar. The tile never turns into "Close the till" at a set time, and zrsPOS never closes by itself.

When opened, Till shows the last status read at once and refreshes it; the buttons (open, close, reopen, send again) only become active once that status arrives — in both tiles, no button acts on data that has not loaded.

zrsPOS documents on the order

First, switch the blocks on (once, like the tiles):

1. In the Shopify admin, Sales channels → Point of Sale.
2. Under Customize the in-store experience, click Edit Point of Sale.
3. Click the Apps icon in the editor's menu bar (direct link — it opens the store you are signed in to).
4. Under Apps for Point of Sale, find zrsPOS and click zrsPOS docs.
5. Turn on Activate on for Order details and Post-purchase, then Save.
6. Close and reopen the POS app.

zrsPOS appears there only on a store where the app is installed and a tablet has been set up with Shopify POS.

On an order's details screen, the zrsPOS documents block shows the sale's document: type, series and number (for example FR A/1620), ATCUD, total and the print state:

Documents older than 30 days with no print on record show no state; their next print comes out as a 2nd copy. Credit notes and exchange invoices are listed under the sale's document.

• Each document has one main button — Print (the original receipt, at this till's printer) or Reprint (2nd copy) whenever a receipt has come out (or may have) — and More options with the rest. It is the same everywhere: the block, the list and the Documents tile.
• Under More options: A4 and Receipt show the document itself, full screen, as the customer got it (Back returns to the list; the arrow at the top closes the screen); E-mail asks you to confirm the customer's address (Send or Another address) and sends to that address — with no address on the order, it opens the full list to type one; Gift receipt prints the order's gift receipt at this till (see below).
• Refresh asks zrsPOS again. While a receipt is printing…, the block refreshes itself for a few seconds (and the Refresh button is not shown).
• View documents opens the full list, with the same buttons for each document. The block is the one way in: zrsPOS adds nothing to the order's ⋯ menu.

When the order has no document yet, the block says why: Invoice being issued… (queued), Invoice not issued yet: with the cause in words (zrsPOS retries on its own; Try again retries this sale now and says what happened), or the warning that blocks the store (the same as the tile's). Do not repeat the sale. The print buttons do not appear when the shop prints from SAGE or has no printer; the e-mail one only appears when sending is set up. No connection to zrsPOS means the till could not reach zrsPOS: tap Try again.

After the sale

On the screen shown when a sale completes, the zrsPOS documents block follows the issuing: Invoice being issued… while the document lands (usually seconds), then only FR A/1620 issued ✓, Reprint (2nd copy) (or Print, if the automatic receipt did not come out) and, beside it, Gift receipt. While the automatic receipt is printing…, the button waits. The rest (A4, receipt on screen, e-mail) is under View documents and on the order's block. If issuing failed, or the store is not issuing, the block says why at once. If there is still no document after 45 seconds, it says Still being issued — check zrsPOS documents. — tap Check again or open View documents later. The sale is recorded; do not repeat it.

Gift receipt

For a present: Gift receipt (on the end-of-sale screen, and on the order block under More options) prints, with one tap, a receipt of the whole order at this till's printer. It has the company and store name, TALÃO DE OFERTA (GIFT RECEIPT when the POS is in English), the date, the invoice reference (for example FR A/1745) and the order number, and every item with its variant and quantity — no prices, totals, taxes or customer details. Items already returned or refunded are left out. At the end: Este documento não serve de fatura (not an invoice), the store's exchange text (Printing & delivery › Gift receipt — by default "Exchanges within 30 days with this receipt.") and a QR code with the order number, to find the sale at an exchange.

• It shows only when the order's invoice has been issued and the shop prints through zrsPOS (not from SAGE) with a printer.
• It prints only on a printer that can print now; if there is none, the POS says No printer connected at this till and nothing is queued — tap again once the printer is on.
• It is not a fiscal document: nothing goes to SAGE and it does not count as a document. Print as many as needed.

Tax Free

Before payment, register the traveller: first and last name, email, country of residence, optional passport number. The traveller becomes a Shopify customer, the sale is flagged and issues an FR in their name. The Global Blue form is issued after payment on the zrsTaxFree tablet.

At a store that does not sell Tax Free with zrsPOS, the tile says Off at this store, with no alarm. Pairing the zrsTaxFree tablet is no longer done in the sale's window: a manager does it once in the zrsPOS admin, Tax Free page (pairing code and QR).