zrsPOSManual
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Stores

Stores lists every Shopify location and says how zrsPOS invoices its sales. Each location is one store with one name, the Shopify location's; SAGE's own name for it only shows as "SAGE: …". New stores come from Shopify › Settings › Locations: there is no Add here.

The list has a pill per store: Working, Needs attention, Not started or the fact Paused. A row with a problem opens the exact field that fixes it. Above 20 stores you can search, filter on Needs attention and turn pages. Stores zrsPOS does not invoice (they do not sell at a till, or Shopify made them inactive) sit in a muted group at the end, with no pill and no problems. The last row, SAGE tills, opens every till of your SAGE.

If Shopify's locations cannot be read, that replaces the list, with Try again. If SAGE is not connected yet, the page asks you to connect it first.

Sells at a till?

Each store page starts with one question.

  • Yes — the store sells on Shopify POS: it needs a série, its documents and SAGE records, and its tills. The rest of the page opens.
  • No, never — a warehouse, the online shop's location or any place without a tablet. zrsPOS issues nothing for this location, and the page hides everything else. A POS sale made there anyway is not invoiced and not retried: it is listed on Documents, for you to issue in SAGE.

Saving No asks first. On a live shop, if sales are still waiting or a till period is open, the question lists them: they still finish, and from then on nothing is issued there.

Switching a store back to Yes asks too. It says which sales it skipped in the last 48 hours: zrsPOS issues those once you confirm; older ones stay for you to issue in SAGE. If the store was not invoiced before, the question also says how your plan changes (one more store).

Every store needs its own setup

There is no shared default, on purpose: a store with no setup of its own would invoice on another store's série and warehouse, and nothing on the document would show it. A Shopify location that is not decided shows as Not set up and blocks going live until you answer Sells at a till?. Only stores that sell at a till count for your plan.

Documents & SAGE codes

The store's Documents & SAGE codes page holds what its documents use in SAGE.

The série

Every document of the store is numbered in its SAGE série. The list shows each série with how many documents it has, and marks a série another store already uses ("LP · Loja Porto's"): each store needs its own, and saving one that is taken is refused.

When you choose the série, zrsPOS reads how your SAGE already uses it and suggests the rest: each field shows its suggestion with Use it, and Use the 7 suggestions takes them all at once. Nothing is filled in for you, and nothing is saved until you press Save. Under each suggestion you see why, for example Used 1 228 times in this série, last 2026-09-12.

zrsPOS also checks the série in SAGE, for the sales documents, the credit note and the till close document:

Documents

  • Simplified invoice and Invoice-receipt — the document types of a sale without and with a NIF.
  • Returns document — credit note or refund note: your accountant says which.
  • Returns série — only when your SAGE numbers this store's returns in a série of their own; otherwise Same as sales.
  • Sales without a NIF — Simplified invoice up to the limit (above it, an invoice-receipt to the final consumer) or Always invoice-receipt. The limit is at most €1,000 for goods (CIVA art. 40) and €100 for services; type it the Portuguese way, for example 999,50.

zrsPOS never creates a document type. A type your SAGE does not have points to the page for your SAGE partner, which lists it for the série.

SAGE records

  • Warehouse — the stock of each sale leaves this SAGE warehouse.
  • Final-consumer customer — the SAGE customer on a sale with no NIF, usually Consumidor Final. Picked from your SAGE, never typed.
  • SAGE salesman code — optional: used when the salesperson has no code of their own (see Salespeople). Only active codes are offered; an inactive one is refused by SAGE and says so.
  • Payment term — optional: sent with each document when your SAGE asks for one.

When your SAGE has no payment term or no active salesman code that zrsPOS could use, the field offers Create … in SAGE. It asks first, then shows each step — checking SAGE, creating, reading back — and saves the record for this store only once SAGE reads it back. Outside production, records are created with the prefix TESTE.

Where it is

  • VAT zone — SAGE puts this zone on every document of the store. A store in Madeira or the Azores uses its island's zone. The list is your SAGE's zones; a zone SAGE does not have is refused when you save. From the store's Shopify address zrsPOS may suggest a zone, with Use it; it is never filled in for you.
  • Time zone — mainland Portugal, Madeira or the Azores. The till's day starts and ends in it. An island time zone is only suggested from the address: until you use it and save, the store keeps mainland time.

The VAT rates in the islands differ from the mainland's. Until the islands' VAT has been verified for your SAGE, a store in Madeira or the Azores needs attention (what it means).

Closing the till

  • Start with a float? — Yes: opening the till asks for the float and suggests what the last close left.
  • Send closes to SAGE? (only with a SAGE till) — Yes when zrsPOS replaces SAGE's own POS here: each close becomes a till close document in SAGE. No: you close the till in SAGE.

Who closes, counted cash and the close e-mail are the same for every store: see Till close.

Pausing a store

Pause (in the store's danger zone) stops zrsPOS issuing for that store, from the next sale. Its sales are skipped and recorded: Documents lists every one of them, for you to issue in SAGE, and the store page shows Skipped while paused · 12 sales, which opens that list. The store's row says Paused, never Needs attention.

Resume starts again from the next sale. The sales skipped while paused stay skipped: zrsPOS never issues them late.

Pause and Resume stay available when your plan is read-only.

Forget the setup removes a store's séries, tills and choices, and shows it as Not set up again. It is offered only for a store that does not sell, or while the shop is not live yet; when sales are still waiting there, the question lists them. Nothing changes in SAGE.

Tills and tablets

The store's Tills and tablets page holds the SAGE tills its sales and closes go to.

  • One till — every sale, return and close of the store go to one SAGE till. None uses the till SAGE takes by default.
  • Several — the store has more than one SAGE till: one is the main till, and each close is per till. Choose whether tablets may share a till, or each tablet sells on a till of its own, and each tablet's usual till.

Only your SAGE's active tills that no other store uses are offered, never the central or an offline till. A till SAGE's own POS sold on today says so: two systems must not share a till, so pick it after the last close in SAGE's POS on the switch day (Till close).

New till in SAGE creates a till in your SAGE without leaving zrsPOS and adds it to the store: a one-till store with a till becomes a store with several. It shows the free number and the SAGE store first, then each step.

A change of tills while a till is open waits until every open till of the store has closed (or 03:00); Cancel the change undoes it. A till period left open on a till the store no longer has is listed with End the day.

Each tablet that sold at the store is listed with its usual till; a tablet with a problem opens its own page in Printers & delivery.

SAGE tills

SAGE tills lists every till of your SAGE: the store that uses it, the free ones, and the deactivated ones in a section of their own. A till no store uses can be deactivated in SAGE; a deactivated one can be reactivated. No till is ever deleted.

Problems on these pages

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

What Working means

A store is Working when:

  • it is decided: it sells at a till, or it is marked No, never;
  • it has an AT code for its sales documents and the credit note, and a healthy numbering counter;
  • the till close document is available on its série when closes are sent to SAGE;
  • its tills and its SAGE records exist in SAGE.