Sales & POS

WebWorkstationMobile

The Sales module is ZynoSuite's complete point-of-sale and commerce system. Ring up customers at the Salespoint register, manage transactions and refunds, maintain a product catalog with modifiers and categories, sell and redeem gift cards, handle cash sessions and closeouts, fulfill orders with shipping labels, and generate sales reports — all integrated with Stripe for card processing and QuickBooks for accounting.

Permission Required

Users must have Sales module access enabled in their role. The Salespoint register specifically requires the Salespoint permission (either the Workstation or Any Device variant).

Payment Methods

ZynoSuite supports multiple payment methods at checkout:

• Cash — Accept cash payments with automatic change calculation.
• Card — Process credit and debit cards via integrated payment terminals or mobile card readers.
• Check — Record check payments.
• Gift Card — Redeem ZynoSuite gift cards as full or partial payment.
• Custom — Use administrator-defined custom payment methods for store credit, house accounts, or other payment types.
• Split Payments — Combine multiple payment methods on a single transaction.

Workstation

On Workstation, card payments are processed through a connected Stripe payment terminal. See Payment Terminals for setup instructions.

Mobile

On Mobile, card payments are processed through a Stripe mobile card reader connected via Bluetooth. See Mobile Card Reader for setup instructions.

Salespoint (Register)

The Salespoint is the main point-of-sale register interface where you build orders and process payments.

• Using Salespoint — Overview of the register interface and workflow.
• Adding Items — Add products to a transaction by search, category browse, or barcode scan.
• Product Search — Quickly find products by name, SKU, or barcode.
• Customer Association — Link a CRM contact to a transaction for receipt delivery, membership benefits, and history tracking.
• Discounts — Apply manual discounts, predefined discount templates, or automatic member discounts.
• Tabs — Park an in-progress transaction and return to it later.
• Processing Payments — Complete a transaction with one or more payment methods.

Payments

• Cash Payments — Accept cash and calculate change.
• Card Payments — Process card payments via terminal or mobile reader.
• Check Payments — Record check payments.
• Gift Card Payments — Redeem gift cards at the register.
• Custom Payment Methods — Use admin-defined payment types.
• Split Payments — Pay with multiple methods on one transaction.
• Refunds — Process full or partial refunds on completed transactions.
• Receipts — Print, email, or text receipts to customers.

Transactions

Review and manage completed transactions.

• Transactions — Browse and search your transaction history.
• Transaction Details — View line items, payments, and metadata for a transaction.
• Adjustments — Make post-sale adjustments to transactions.

Gift Cards

Create, deliver, and manage gift cards that can be redeemed at the Salespoint.

• Gift Cards — Overview of the gift card system.
• Creating Gift Cards — Issue new gift cards with a set balance.
• Delivering Gift Cards — Send gift cards via email or print physical cards.
• Redeeming Gift Cards — Use gift cards as payment at the register.

Product Catalog

Define the products and services available for sale.

• Product Catalog — Browse and manage your product library.
• Creating Products — Add new products with pricing, images, tax settings, and more.
• Categories — Organize products into categories for easier navigation at the register.
• Modifiers — Add configurable options (sizes, add-ons, customizations) to products.
• Membership Products — Sell CRM membership enrollments as products.
• E-Commerce Products — Configure products for online sales.
• Package Items — Bundle multiple products into a single sellable package.
• Product Inventory — Track stock levels for products linked to the Inventory module.
• Bookings — Set up and manage appointment, reservation, and scheduled-activity booking.

Cash Management

Track cash drawer balances and reconcile at the end of each shift or day.

• Cash Sessions — Open and close cash drawers with starting balances.
• Cash Session Lifecycle — Understand the flow from opening a drawer to closing out.
• Closeouts — Run end-of-day closeout reports across all payment methods.
• Reconciliation — Compare expected vs. actual cash amounts and resolve discrepancies.
• Deposits — Record bank deposits against closeout totals.

Fulfillment

Manage order fulfillment for transactions that require shipping or pickup.

• Fulfillment — Overview of the fulfillment workflow.
• Shipments — Create shipments and generate shipping labels.
• Packing Slips — Print packing slips for orders.
• Pickup Scanning — Scan items for customer pickup orders.
• Order Batches — Process multiple orders together in batches.

Reports

Analyze your sales data with built-in reporting.

• Reports — Overview of available sales reports.
• Report Filters — Filter reports by date range, category, product, employee, and more.
• Report Charts — Visualize sales trends with interactive charts.

Integrations

• Stripe — Connect your Stripe account for card processing and terminal management.
• QuickBooks — Sync transactions and financial data with QuickBooks Online.
• E-Commerce — Configure your online storefront.

Administration

Sales configuration is managed in the admin area.

• Sales Categories — Manage product categorization.
• Payment Methods — Configure which payment methods are available.
• Stripe Account — Manage your Stripe connection and settings.
• Card Terminals — Register and configure Stripe payment terminals.
• QuickBooks — Set up and manage QuickBooks integration.
• Fulfillment Settings — Configure shipping carriers and fulfillment options.
• Booking Activities — Define activities and configure booking rules.
• Financial Accounts — Map payment methods to financial accounts for reporting.
• Predefined Discounts — Create reusable discount templates.
• Modifier Sets — Define modifier option groups for products.