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Help & guides

Documentation

Everything you need to set up, configure, and get the most out of ZayPOS. From your first order to advanced features.

Quick start guide

Welcome to ZayPOS. This guide will get you from sign-up to taking your first order in under 30 minutes. Follow the steps below in order.

💡 Need help? Our onboarding team can walk you through setup on a call. Book a session →

1
Create your account
Sign up for your 14-day free trial. No credit card required. You'll receive a confirmation email with a link to activate your account.
2
Add your business details
Enter your business name, address, and VAT number (if applicable). This information appears on customer receipts.
3
Build your product catalogue
Add your menu items with prices, categories, and photos. Or import them all at once using our Excel/CSV template.
4
Add your staff
Create staff accounts, assign roles (Staff, Manager, Admin), and set up individual PIN codes for secure login.
5
Connect your payment terminal
Set up your card payment provider (Clover, SumUp, Dojo, or Square) in Settings → Payments. Configure which terminal to use at each location.
6
Take your first order
Open ZayPOS on your tablet or phone, log in with your PIN, and you're ready to go. Select items, add to cart, and charge.

Initial setup

Accessing ZayPOS

ZayPOS is entirely cloud-based. Access it by visiting app.zaypos.co.uk in any modern browser — Chrome, Safari, or Firefox recommended. For the best experience on a tablet, add it to your home screen.

Organisation settings

Navigate to Settings → Organisation to configure your business name, logo, address, VAT number, and receipt footer text. These details appear on all customer-facing outputs.

Multiple locations

If you run multiple sites, each location gets its own isolated environment with separate products, staff, and payment configuration. Contact us to set up additional locations.

Devices & hardware

ZayPOS works on any device with a modern browser. No specialist hardware is required to get started.

Recommended devices

  • Tablets (10"+) — Ideal for the main POS screen. iPad or Android tablet both work well.
  • Phones — Great for staff on the floor, checking orders, or running a lightweight setup.
  • Desktop / laptop — Perfect for the back office — reports, rota management, payroll.
  • Kitchen display — Any tablet or monitor with a browser mounted in the kitchen.

Receipt printers

ZayPOS supports network thermal receipt printers via the ESC/POS protocol. Configure your printer's IP address and port in Settings → Printer. Use the test print function to verify connection.

Taking orders

The order screen is the heart of ZayPOS. Staff log in with their PIN, select the order type (Dine-in, Takeaway, or Delivery), then tap products to add them to the cart.

Order types

  • Dine-in — assign a table number and order is tracked to that table
  • Takeaway — name or order number shown on receipt for collection
  • Delivery — records delivery details and integrates with delivery platform orders

Modifiers

Products can have modifiers — extras, sizes, or options (e.g. "Oat milk", "Extra shot", "Large"). Required modifiers prompt staff before adding to cart. Optional modifiers can be selected freely.

Payments

ZayPOS supports cash, card, and bank transfer — individually or split across multiple methods.

Card payments

When a card payment is selected, ZayPOS sends the charge to your configured payment terminal. The terminal handles the card interaction, and ZayPOS records the result automatically.

Split payments

Tap Split on the payment screen to divide the bill across multiple payment methods — for example, £10 cash and £5.50 card.

Refunds

Navigate to Orders → [Order] → Refund. Select full or partial refund, choose the reason, and confirm. Card refunds are processed back to the original card via your payment provider.

Products & menus

Go to Products → Catalogue to add, edit, or organise your menu. Products are grouped into categories which appear as tabs on the order screen.

Bulk import

Download the ZayPOS Excel template from Products → Import. Fill in your product names, prices, categories, and cost prices, then upload the file. Your catalogue will be populated instantly.

Stock management

Enable stock tracking per product under Products → [Product] → Stock. Set a starting quantity and low-stock alert threshold. ZayPOS will alert you when stock falls below your target.

Kitchen Display System (KDS)

The KDS is a real-time order display for your kitchen team. Open it on any tablet or screen at app.zaypos.co.uk/kds and log in with a kitchen PIN.

Orders appear instantly when placed. Kitchen staff can mark items as Preparing, then Ready. Completed orders are automatically archived. Time elapsed is shown per order with colour urgency indicators.

QR Table Ordering

Go to Tables → QR Codes to generate unique QR codes for each table. Print them and place them on tables. Customers scan the code with their phone camera — no app download needed — and place their order directly.

QR orders appear on the POS and KDS exactly like counter orders, clearly labelled with the table number and source.

Staff management

Add staff under Staff → Accounts. Each staff member gets a name, role, and 4-digit PIN. Roles control access: Staff can only take orders, Managers can access reports, Admins can access all settings.

Rota & scheduling

The rota is found under Staff → Rota. Drag and drop shifts onto the weekly calendar. Staff can submit availability via the staff portal. Use Auto-generate to let ZayPOS create a fair rota based on availability and performance data.

Payroll

Payroll is calculated automatically from clock-in/out data. Navigate to Staff → Payroll, select the pay period, review hours, add any bonuses or deductions, and generate the payroll report. Reports are emailed automatically to your configured recipients each month.

Stock & inventory

Monitor stock under Inventory → Stock Levels. Set par levels (minimum stock targets) per item. ZayPOS will alert you by email when any item falls below par. Use the stock check scheduler to prompt regular manual counts.

AI invoice processing

Take a photo of a supplier invoice or upload a PDF to Inventory → Invoices → Upload. ZayPOS uses AI to extract item names, quantities, and prices — then updates stock levels automatically. Review and confirm before saving.

Food safety

The food safety module (Complete plan) is found under Safety. Set up your equipment list (fridges, freezers, hot holding units), configure check times, and assign staff responsibility. Staff receive SMS reminders for overdue checks.

EHO Compliance Report

Generate a complete Food Standards Agency inspection-ready report from Safety → EHO Report. Select your date range, and ZayPOS compiles all temperature records, checklists, delivery logs, corrective actions, and training records into a single printable document.

📋 Keep your EHO report generated monthly and stored safely — inspectors can request records going back up to 3 years.