ZenSoft guides and how-tos

Point-Of-Sale (POS)

25

• Authorization Password for Editing/Deleting Completed Transactions
• Book Appointments / Reservations
• Card View
• Closing the Cash Register for the Day
• Editing Completed Transactions
• Inventory Management
• Live Chat Support
• Logout From POS
• Manually Assigning Staff Commission
• Online Booking via Facebook
• Opening Cash Register
• Partial Payments
• Paying Account Balances
• Petty Cash Expenses
• POS Notifications
• Preview Transaction Details
• Purchasing Gift Certificates
• Record Old Transactions
• Reviewing Completed Transactions
• Room Availability View
• Staff Availability View
• Staff Sales Report
• Updating Employee Schedule
• Updating the Template for the Printed Receipts
• Voiding or Cancelling Transactions

Taking Payments

7

• Group Bill
• Taking Cash Payment
• Taking Check Payments
• Taking Credit Card Payments
• Taking Debit Card Payments
• Taking Gift Certificate (GC) Payments
• Taking Split Payments or Multiple Payment Types

Session Packages

7

• Adding New Session Packages
• Buy New Session
• Change Staff Commission for Existing Series Packages
• Edit Existing Series Packages
• Record Old Session
• Session Packages
• Use Existing Session

Printing

3

• Printing End-Of-Day Reports
• Printing Job Cards
• Printing Receipts

Services

6

• Adding New Services
• Automatically Subtracting Consumables for Each Service
• Change Staff Commission for Existing Services
• Delete or Deactivate Existing Services
• Editing Existing Services
• Service Categories

Products

6

• Add New Products
• Adding Product Categories
• Brands
• Change Staff Commission for Existing Products
• Delete or Deactivate Existing Products
• Editing Existing Products

Combination Packages

4

• Adding Combination Packages
• Change Staff Commission for Existing Combination Packages
• Delete or Deactivate Existing Combination Packages
• Edit Existing Combination Packages

Series Packages

1

• Delete or Deactivate Existing Series Packages

Inventory Management

9

• Automatically Subtracting Consumables for Each Service
• Creating Purchase Orders
• Mass Update Inventory
• Receiving Purchase Orders
• Reducing Inventory
• Stock Locations
• Stock Transfer
• Suppliers
• Variance

Expenses

5

• Expense Categories
• Expense Payment Modes
• Recurring Expense
• Regular Expenses
• Replenishing Petty Cash Balance

Customers

5

• Adding a New Customer
• Customer Transaction History
• Deleting an Existing Customer
• Update Details of an Existing Customer
• Viewing Purchased Series Packages

Employees

10

• Adding New Employees
• Commission Type
• Edit Employee Timesheet
• Employee Shifts
• Setting Up Employee Schedules
• Setting Up ZenSoft TimeClock App in Mobile Phone
• Temporarily Transferring an Employee to a Different Branch (Deputation)
• Time-In / Out Module
• Time-in/out Using ZenSoft’s Mobile TimeClock App
• Updating Existing Employees

Reports

5

• End-of-Day SMS Reports
• Expenses Report
• Gift Certificates
• Net Profit Report
• Weekly SMS Reports

Sales Report

9

• Annual Sales
• Combination Package Sales
• Daily Sales Report
• Discounts
• Most Used Payment Type
• Product Sales
• Series Package Sales
• Service Sales
• Transactions

Employee Reports

6

• Employee Attendance
• Employee Deputations
• Employee Schedule
• Most Requested Staff
• Staff Commissions
• Staff Sales

Inventory Reports

4

• Inventory Overrides
• Inventory Transfers
• Product Inventory
• Purchase Orders

Customer Reports

3

• Customer Visits
• Outstanding Balances
• Purchased Series Packages

Settings

9

• Admin Roles
• Admin Users
• Branch Settings
• Discount Types
• Employee Leave Types
• General Settings
• Inventory Settings
• Rooms
• Stock Locations

Branch Settings

1

• Setting Up Customer Payment Methods

Others

4

• Change Account Password
• How to Contact ZenSoft Support Team
• Online Booking via Facebook
• Paying ZenSoft Subscription Fees