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Use the ZidPOS app

The ZidPOS app is where your cashiers sell in your branches: they open a session, add products to an invoice, take payment and print or send the invoice. Products, stock, payment methods, discount codes and invoice templates come from your dashboard, and every sale reaches Channels > POS and your orders list. This page walks through the main tasks in the app. The screenshots show the app in Arabic, and its screens can change with updates, so the steps describe what to look for rather than exact button names.

Many of these tasks are part of POS Pro only, such as staff accounts, sessions, delivery and gift orders, discount codes, card terminals and hardware. POS Go covers pickup sales from the owner account with cash, Tabby, Tamara and payment links. See Compare POS Go and POS Pro.

Install the app

Install ZidPOS from Google Play or the App Store, or on an iMin device. The links are under Download Zid POS app on the POS introduction page, and in the Your POS is now active dialog after you activate POS Go. The app works in Arabic and English.

Keep the device connected to the internet while you sell, so sales, stock and payments reach your dashboard. The app's side menu shows whether it's online. You can't complete sales without a connection, but you can still browse products and hold invoices until it's back.

Sign in to the app

  1. Open the app and sign in to your store with an email and password. Switch the app's language from the sign-in screen if you need to.

    • The store owner uses the email and password of their Zid account.

    • A staff member uses the email saved for them on the team page and the password from their invitation email. The email also holds their four-digit POS passcode, and asks them to change the password from their account settings after they sign in.

The ZidPOS sign-in screen, which asks for the store email first
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A staff member's invitation email holds their password and their POS passcode:

The invitation email a staff member receives, with the password and the POS passcode covered
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  1. Choose the cashier, the license assigned to the branch you're in. An available cashier shows its license reference.

The Choose cashier step in ZidPOS, with an available cashier and its Choose button
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  1. Choose the inventory location to sell from. The app shows that location's products and quantities.

The Choose inventory location step in ZidPOS, listing the store's locations
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  1. Enter your passcode, the four-digit code that identifies you on that cashier. The screen shows the city and location you picked. If a staff member you just added isn't recognized, use the refresh users option at the bottom of the screen.

The passcode screen in ZidPOS, with a number pad and the option to refresh users
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If you forget a passcode:

  • The owner sets a new one in Change POS passcode. See Account settings.

    The Change POS passcode card in account settings
    Sample data from a demo store.
  • For a staff member, go to Settings > Store > Team and open the member. Select the eye icon in Password to show their passcode, or select the refresh icon to generate a new one, then Save. See Give your staff access to the ZidPOS app.

Open and close a session

On POS Pro, a cashier opens a session before selling, and the session collects that shift's sales.

  1. Start a session from the app's side menu.

  2. Enter the cash already in the drawer, if any, and start the session. You can now sell and issue invoices.

The Start session dialog in ZidPOS, with the cash amount field and the start button
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  1. At the end of the shift, end the session from the same side menu.

The ZidPOS products screen during a session, with the end session button in the side menu
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  1. Enter the cash and card amounts you counted. Under each field, the app shows the amount it expects. Add a note if something needs explaining, and confirm.

The End session dialog in ZidPOS, with the cash and card fields, the expected amounts and a note
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The app compares your amounts with what it expected. Each session then appears in Sessions history in POS reports, marked Balanced or Unbalanced.

Make a sale

  1. Add products to the invoice: tap a product, search by name or SKU, or scan its barcode. Filter the products by category to find them faster. Each product shows its price and the quantity in your location, in red when it's out of stock.

The ZidPOS products screen with two products added to the invoice and the pay invoice button
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  1. Optionally, add the customer, so the sale is linked to their profile, and a note.

  2. Go to pay the invoice and choose how the customer gets the order: pickup in store, or delivery on POS Pro.

The invoice subtotal and the pay invoice button at the bottom of the ZidPOS invoice
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  1. Choose the payment method and take the payment. On POS Pro, you can split the amount across several methods.

  2. Share the invoice: print it or send it by SMS on POS Pro, or share it by NFC.

A pickup sale gets the status you chose in Default status for POS pickup orders. See POS settings.

On POS Pro, you can also hold an invoice to finish it later, and earn or redeem loyalty points for the customer. The payment screen shows the points the customer can earn on the invoice.

Deliver an order to the customer

On POS Pro, a cashier can sell an order for delivery to the customer's address.

  1. Make sure a session is open. See Open and close a session.

  2. Add the products and go to pay the invoice.

The ZidPOS products screen with products in the invoice, ready to pay
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  1. Choose delivery in the transaction options.

The ZidPOS payment screen with delivery selected
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  1. Add the customer by their mobile number.

The Add customer panel in ZidPOS, asking for the customer's mobile number
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  1. Select add address. The panel lists the customer's saved addresses, with an option to add a new one.

The Add address panel in ZidPOS, with the option to add a new address
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  1. Fill in the address: country, city, district and street.

The new address form in ZidPOS, with country, city, district and street fields
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  1. For an address in Saudi Arabia, a short national address field appears. Enter the customer's short national address and use auto-fill to complete the rest, or fill in the fields yourself. Then add the address.

The address form with Saudi Arabia selected, the short national address field and the auto-fill button, with the address details covered
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  1. Select the address you added.

The customer's saved address selected in the Add address panel, with the street and short address covered
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  1. Choose the shipping method and the payment method, then complete the order.

The ZidPOS payment screen with the customer and the short national address added, ready to pay
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The order uses the shipping options active in your store and appears in your orders list, where you ship it like any other order.

Send an order as a gift

On POS Pro, a customer can buy an order in the branch and have it delivered to someone else as a gift.

  1. Add the products, go to pay the invoice and choose delivery.

The extra options panel in ZidPOS with delivery selected and the send as gift switch off
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  1. Turn on the gift option, then add the sender's and the recipient's details and the recipient's address.

The extra options panel with send as gift on, showing the sender and recipient and recipient address options
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  1. Choose the shipping method. The panel lists your active shipping options with their delivery time.

The shipping method list in ZidPOS, with the order totals and the next button
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  1. Continue to payment and choose the payment method.

The payment method panel in ZidPOS, with the totals including the delivery fee
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  1. Pay the invoice. After payment, print the invoice or send it to the customer's phone by SMS.

The transaction completed message in ZidPOS, with the print invoice and send invoice by SMS buttons
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Check stock and order from another location

Select a product to see whether it's available in the location you sell from. When it isn't, a message under the product says so and that the customer can order it online from other branches.

A product sheet in ZidPOS with an out-of-stock message and the button to search another location
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On POS Pro, you can search your other inventory locations for the product, with the quantity each one has.

The list of other stores in ZidPOS, each with the product's quantity, with the addresses covered
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When the customer wants a product that another location has, a cashier on POS Pro can create an order from that location:

  1. On the products screen, choose to order from the store.

The top of the ZidPOS products screen, with the order from store button next to the new invoice button
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  1. Pick the inventory location to order from.

The inventory source list in ZidPOS, with one location selected and the apply button
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  1. Add the products. The location you picked shows at the top of the screen, where you can change it.

The create order from store screen in ZidPOS, showing the selected inventory source and its products
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  1. Go to pay, add the customer's mobile number and address, and choose the shipping option and the payment method. Store orders can also use payment methods such as cash on delivery or bank transfer, when they're active in your store.

The ZidPOS payment screen for an order from the store, with delivery, the address, the shipping method and payment methods
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  1. Pay the invoice. A message confirms that the transaction was completed.

The transaction completed message in ZidPOS after creating an order from the store
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The quantity comes out of the location you picked, the order reaches that location for preparation, whether it's handled from the dashboard or a cashier app there, and the sale is recorded under the cashier user who made it, in their session and the day's report.

Change a price at checkout

You can give a customer a different price for a product, for example for an offer, or raise or lower it.

  1. On the payment screen, select the edit icon above the invoice's product list. The edit products panel opens.

The edit products panel in ZidPOS, showing the product's price, discount percentage and quantity
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  1. Enter the new unit price for the product. The panel shows the original price crossed out and works out the discount percentage. Select the reset icon to go back to the original price.

  2. Apply the change.

The edit products panel with a new unit price, the original price crossed out and the discount percentage filled in
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The order details show that the price was changed, so you can follow these sales later.

Apply a discount code

First, make the code available at your points of sale. See Offer discount codes at the POS. Then, while taking payment:

  1. Choose to add a discount.

The ZidPOS payment screen with the add discount option
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  1. Pick the code from the quick discount list, or type it in the discount code field.

The add discount panel in ZidPOS, with the discount code field and a quick discount selected
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  1. Add it, and check that the total now includes the discount.

The ZidPOS payment screen with a 10% discount applied and the discount shown in the totals
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To remove the code, select the ✕ next to it.

Take payment with Tabby or Tamara

Your store needs an active Tabby or Tamara account first. See BNPL services. The cashier sends the customer a payment link, and the customer pays in installments on the provider's page:

  1. Choose Tabby or Tamara as the payment method.

  2. Enter the customer's mobile number and name, and their email if they want, then send the message.

  3. The customer receives a message with a link, confirms their mobile number with the code sent to them, and pays the first installment on the payment page.

  4. Until the customer pays, the sale waits on the app's pending sales screen. Once they pay, open the sale there: the app shows that the payment succeeded, and you complete the sale to create the order.

Pay with Tamara

  1. On the payment screen, choose Tamara. Enter the customer's mobile number and name, and their email if they want, then send the message.

The pay with Tamara panel in ZidPOS, at step 2 of 3, with the customer details covered
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  1. The sale appears on the pending sales screen with the payment status pending until the customer pays.

The pending sales screen in ZidPOS, with a Tamara sale marked pending
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  1. The customer receives a text message from Tamara with the order amount and a payment link.

The text message from Tamara with the order amount and the payment link, with the link code covered
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  1. On Tamara's page, the customer confirms their mobile number with the code sent to them.

Tamara's mobile number check, with the number covered
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  1. The customer picks a plan, such as splitting the invoice into up to four interest-free payments, or paying the full amount now, and pays.

Tamara's plan screen, with the four-payment option and the pay now option
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  1. Tamara shows that the payment succeeded.

Tamara's payment succeeded page
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  1. In ZidPOS, open the sale from the pending sales screen. The panel shows that the payment succeeded, at step 3 of 3. Complete the sale.

The pay with Tamara panel in ZidPOS showing a successful payment and the complete sale button
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Pay with Tabby

  1. On the payment screen, choose Tabby. Enter the customer's mobile number and name, and their email if they want, then send the message. The sale waits on the pending sales screen, as with Tamara.

The pay with Tabby panel in ZidPOS, at step 2 of 3, with the customer details covered
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  1. The customer receives a text message with a Tabby link to complete the purchase.

The text message with the Tabby payment link, with the link code covered
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  1. The customer enters the four-digit code sent to their mobile, accepts Tabby's terms and continues.

Tabby's four-digit code screen, with the mobile number covered
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  1. After paying, the customer sees that the payment succeeded and waits to be redirected.

Tabby's payment succeeded message
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  1. In ZidPOS, open the sale from the pending sales screen and complete it, as in the last Tamara step.

Return items

  1. Open the sales screen in the app and find the sale. Search by invoice number, order number or the customer's mobile number.

The sales screen in ZidPOS, with a completed sale and the share, return and view icons in its row
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  1. Choose the return icon in the sale's row.

  2. Select the products to return: turn on all products, or tick each product and set the quantity to return. Check the totals and confirm the return.

The return order panel in ZidPOS, with one product selected for return and the return button
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  1. Print or send the return invoice.

The return completed message in ZidPOS, with the options to print or send the return invoice
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The refund appears in POS transactions as Refunded or Partially refunded. On POS Pro, customers can also return in store an order they bought online. Otherwise, handle returns of online orders from the order in your dashboard by changing its status to a return status. See Returns and refunds.

Connect a barcode scanner or printer

On POS Pro:

  1. Open the app's settings and choose the hardware connection.

The settings screen in ZidPOS, with hardware connection, language, data sync and app information
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  1. Choose the receipt printer or the barcode scanner. The screen says when no device is connected yet.

The hardware connection screen in ZidPOS, with the receipt printer and barcode scanner buttons
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  1. Pick the device type and how it connects, by Bluetooth, wireless or a USB hub, then continue.

The connect barcode scanner panel in ZidPOS, with the device type and the Bluetooth, wireless and USB hub options
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Connect a payment terminal

On POS Pro, card payments can run through a payment terminal on the same Wi-Fi network as the app. The app sends the amount to the terminal, the customer pays on it, and the terminal returns the result to the app, so the payment is recorded with the sale and in your POS reports.

Before you start:

  • Terminal connection works with SurePay terminals.

  • Both devices must be on the same Wi-Fi network at your branch.

  • You need a connection code from Zid. Open a support ticket to ask for it.

There are two setups. With a separate terminal (hard POS), any tablet can run ZidPOS. With an all-in-one device that takes cards itself (soft POS), the device needs Android 13, an 8-core 2.2 GHz processor, 8 GB of RAM, 128 GB of storage, Bluetooth 5.2, Wi-Fi, Ethernet, a 15.6-inch screen and a 10.1-inch customer screen with licensed NFC. Without NFC, soft POS doesn't work. Install ZidPOS on the device, then contact Zid to set it up.

To connect a separate terminal:

  1. On the terminal, open the network settings and select the Wi-Fi network. Under the advanced options, note the IP address and the gateway.

  2. Select the pencil icon at the top of the screen to edit the network. Under the IP settings, change the setting from dynamic to static, enter the same IP address and gateway, and save.

  3. Open the mada app on the terminal and go to the merchant settings, with the password SurePay gave you. In the integration settings, choose TCP. Note the TCP port it shows and confirm. The terminal restarts.

  4. In ZidPOS, open the settings and choose to connect a payment device.

  5. Enter the code from Zid and continue, then enter the terminal's IP address and TCP port, and connect. A message confirms the connection.

  6. Run a test purchase to check the connection.

Keep the app in sync

The app syncs your products, payment methods and other store data from the dashboard. If a change doesn't show, sync it from the app's settings:

  1. Open the app's settings and choose data sync.

  2. Find the data to refresh: categories, products or payment methods. Each card shows when it was last updated and how many items the app has.

  3. Select sync on that card. Syncing can take two to five minutes, depending on how many products you have.

The data sync screen in ZidPOS, with cards for categories, products and payment methods, each with sync and clear data buttons
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See When a change doesn't appear in the app.

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