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The setup wizard
The very first time an owner or admin signs in to a brand-new company, ZeylonPOS runs a short setup wizard. It makes sure the essentials your sales depend on — your tax and your currency — are in place before you ring up your first order.
🔷 For managers & admins
The wizard runs for the person setting up the company (an owner/admin). Until it's finished, ZeylonPOS keeps sending you back to it and the rest of the app stays locked. Most staff never see it — by the time they sign in, setup is done.
Screenshot pendingRoute /onboarding for a company that hasn't completed setup
What it asks
The wizard has two sections. You need at least one tax and at least one currency before you can finish.
1. Taxes
Add the tax rate you charge customers (for example VAT or GST).
| Field | What to enter |
|---|---|
| Tax name | A label such as "VAT" |
| Tax code | A short code (optional), e.g. "VAT-001" |
| Type | The kind of tax (from the list) |
| Rate | The percentage, e.g. 15 |
| VAT exemption reason | For ZATCA / KSA only — zero-rated, exempt or out of scope |
| Status | Leave enabled so it's used at checkout |
Select Save tax to add it. You can add more than one.
2. Currencies
Set the currency you sell in.
| Field | What to enter |
|---|---|
| Currency name / code / symbol | e.g. US Dollar / USD / $ |
| Rate | Exchange rate (use 1 for your main currency) |
| Precision | Decimal places, usually 2 |
| Symbol position | Symbol before or after the amount |
| Decimal mark / thousands separator | e.g. . and , |
| Default currency | Turn on for your main currency |
| Cash rounding (optional) | Round cash payments to a step such as 0.05 |
Select Save currency to add it.
Finishing
Once you have saved at least one tax and one currency, the Finish button at the bottom becomes active.
- Add a tax and select Save tax.
- Add a currency and select Save currency.
- Select Finish (bottom of the page).
When you finish, ZeylonPOS marks setup complete and takes you straight to your profile to set your security PIN — see Your profile & PIN.
What about my business details?
Your business name, type and owner details are captured when the company is first created, not in this wizard. You can review and change them any time in Company settings.
What's next after setup
The wizard covers only the must-haves. When you're ready, an admin usually also sets up:
- Branches & warehouses — see Branches and Warehouses.
- Your catalog — see Products.
- Payment methods, receipts and printers — see Payment methods and Receipts & printers.