• ZiiPSI–How to Configure Auto-Email Invoices

    Enable auto-email invoices Go to “Configuration”. Go to “System Settings”. Tick “Enable automatic invoice emails” and click “Save”. Configure the email address Go to “Customers” under “Sales”. Click “Edit” of the customer. Enter an email address under “Contact info” and click “SAVE”. Then an email attached with the invoice PDF…

  • ZiiPSI–How to Do Inter-Company Transactions

    Branch A: Purchase Go to “Purchase Order” Click “+ADD”. Select the supplier to be your other branch. Click “Add a line” to add products. Modify the quantity and tax info. Click “SAVE”. Click “APPROVE” to confirm. Click “SYNC TO SUPPLIER” to generate a sales order for the supplier branch. Click…

  • ZiiPOS Retail–How to Install and Register Zii Smart PDA

    Go to Zii – Download (ziicloud.com) and download and install ZiiPOS Retail PDA. Start the APP, and then click the settings icon at the top right corner. Click this icon to get the server IP. Enter the marchant name. Click Register Device Enter your user name or email and its password, then…

  • ZiiPSI–How to Add E-Commerce Sales Channel

    Go to “Sales Channel” under “Product”. Click “ADD”. Enter a code and a name, and then choose the type to be “ECommerce”. Then Click “Save”.

  • ZiiPSI–How to Do Internal Transfer

    Go to “Internal Transfer” under “Inventory”. Click “ADD”. Select the warehouse out and warehouse in. Click “Add a line”. Select the item. Select the unit. Enter the quantity. Enter the serial numbers Click “Save”. If both warehouses are not enabled with location management, you may click “APPROVE” to confirm. Or,…

  • ZiiPOS F&B–How to Customize an Item’s Font Color and Background Color

    Starting from V 2.7.9, item’s font and background color on ZiiPOS can be customized. This guide will walk you through the process. Before we start, please log in with the supervisor account. On ZiiPOS homepage, tap the button in the lower left corner. Go to “Settings”. Tap the button on…

  • ZiiPSI–How to Initalize an Item’s Stock Quantity

    Method I: Edit a Single Item Go to “Initialization” under “Inventory”. Click on “Add”. Click “Add a line”. Select the item by searching its name or code. Edit its warehouse. Edit the quantity. If the warehouse is enabled with location management, item’s location information is rquired. Edit the cost price….