Zigma POS Help Centre | Setup, Checkout and Stock Guides

The menus you see depend on your role and the modules enabled for your business.

Set up your business

Sign in and open Settings → Business Settings. Check the business name, currency, time zone, date format, and start of the financial year.
Open Settings → Business Locations and confirm the location that should receive purchases and record sales.
Under User Management, set up staff accounts and assign roles with the permissions and locations each person needs.
Add a few products and run through the sample checkout in the demo before using the live register.

Open POS, confirm the location, and enter the opening cash balance if prompted to open a register.
Select a customer or use Walk-In Customer. Search by name or SKU, scan a barcode, or tap a product card.
Set the quantity. Tap the product name to see Available stock for the selected location and, with permission, edit the price or discount. Choose the correct lot if the product has a lot selector.
Choose the payment button at the bottom. Use Cash for cash, Card for card payments, Multiple Pay for split payments, or Credit Sale for a balance owed by the customer. QR Payment records a bank transfer after you confirm payment.
Use Recent Transactions to find the completed sale and reprint its receipt when needed.

Open Products → Add Product. Enter the name, unit and prices. Enter or scan the SKU or barcode if you use one.
Enable stock tracking for items you count. Use Advanced for additional details such as tax, variations or other options shown by your setup.
Use the barcode preview to check the code before saving. To add a product to the POS quick picks, edit it and enable Featured in POS.
At checkout, use Featured for quick picks. Use All products, Category or Brands to browse the catalogue.

Open Purchases → Add Purchase. Choose the supplier, receiving location and purchase date.
Add products and enter the quantities and purchase costs. Where lot tracking is enabled, enter the lot number and the applicable dates and selling price for each batch.
Review the quantities, totals and payment details. Set the purchase status to Received when the goods arrive.
Open the product record to review its lot history. At checkout, select the correct lot to use its configured selling price.

Open Barcode Printing from the sidebar. Add products and enter the number of labels you want for each.
Select the label size and choose whether to print the barcode or SKU. Enable product name, price, manufacture date or expiry date as needed, and enter the dates you want printed.
Generate a preview. In the print dialog choose your label printer and match the paper size to the preview. For a 50 × 25 mm Xprinter label, use the matching paper size, 100% scale, no margins and no headers or footers.
Print one label first and scan it at the POS to confirm it identifies the correct product.

Open Home to see today’s gross and net profit, this month’s net profit, and average net profit per day.
Read Daily profit this month to compare gross and net profit by date. The average uses all calendar days through today, including days with no sales.
For another period or a detailed breakdown, open Reports → Profit / Loss Report and select the date range and location.

Open Cheques and add a received or issued cheque. Record its number, amount, bank, party and realization date.
Use the dashboard’s Cheque reminders to see cheques due today, overdue or due soon.
Update the cheque status as it is deposited, realized or returned, so the register reflects what happened.

Open Business Settings → Reward Point Settings. Enable loyalty and set the spend amount and points earned per threshold, for example 1 point per Rs 100.
Select the customer’s account at checkout before completing the sale so eligible points are credited to that customer.
Review earned points on the customer account. The current loyalty setup supports earning points.

In HRM, set up employee profiles and pay details. Choose the applicable monthly, daily, hourly or project-based pay arrangement.
Record or review attendance and approve leave for the pay period. Check your configured full-day and half-day thresholds before preparing payroll.
Open Payroll, choose the period and employees, then review pay components, deductions and any salary advance recovery before saving.

In the Communication module’s print tracking area, link POS print products to their paper size and print settings.
When paper is wasted, open Paper Waste in POS. Choose A4, A5, B4 or B5, select simplex for single-sided or duplex for double-sided printing, and enter the number of wasted sheets.
Record machine counter readings and review the print tracking report for the same location and date to compare recorded activity with the counter.

For a business with Repair or Gym enabled, open Business Settings → Manage Customer Link.
Choose a short link name and enable the customer services you offer. Save and share the link shown in settings.
Repair customers enter their job sheet number and mobile number. Gym members scan the QR code on their membership card.

On your phone, open the sign-in page and tap Install Zigma POS. On desktop, use Install app on the homepage or follow the installation steps.
Open Zigma POS from your home screen or desktop and sign in. Use an internet connection to record sales.
English is the default. Use the language control to switch between English and Sinhala.