Help · Get started

A 10-minute tour of the screens

  • For: Everyone, on their first day
  • Time: About 10 minutes
  • Part of: Get started

You see only the parts you switched on and your role allows.

Steps

  1. Look at Home, the first page after you sign in. The Getting started card lists your first jobs. Click Open beside one to go straight there.

    The Ziira home page with the left menu, a Getting started checklist and figures
    1. Left menu
    2. Search
    3. Your account menu
    4. Getting started checklist
    Demo data

    You should see: A greeting, your checklist and figures for today.

  2. Look at the left menu. It is grouped by job: Waiting for you, Intelligence, Sell, Customers, Stock, Buy, Money, People, Connected systems, Add-ons and Settings. Click a group to open its pages.

    On a phone, the Menu button at the top opens it. Click Collapse at the bottom to make the menu narrow.

  3. Click Search at the top, or press Ctrl and K together (Cmd and K on a Mac). Type part of a page, product or customer name.

    You should see: Matches appear. Press Enter to open one.

  4. Click Sell > Point of sale to open the till. Click Back to office to return.

    You should see: The till fills the whole screen. Cashiers usually work here.

  5. Click your name at the top right.

    The account menu opened from the top right, with My account, theme choices, language choices and Sign out
    1. My account
    2. Theme
    3. Sign out
    Demo data

    You should see: A menu with My account, Light, Dark and Match device for the look of the screens, the language, and Sign out.

If something goes wrong

A menu group is missing

Either that part is switched off (click Add-ons to check) or your role does not allow it. Ask the owner.

I opened the till by mistake

Click Back to office at the top left. Nothing is saved until you complete a sale.

Still stuck? See Fix common problems.

Next steps