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Image

General Modular Blocks

Use this block to add simple images to your page.  There are also other blocks which can be used...

Updated 4 months ago by Mike

Adding a Product to a Sales Order in the EPoS

EPoS Adding a New Sales Order in the EPoS

There are three methods of searching for, and ultimately adding, products to an order in the EPoS...

Updated 4 months ago by Mike

Admin Activity Log

Other Reports

This report will keeps a log of user activity within the CMS. It will show you who has logged in ...

Updated 4 months ago by Mike

Sell Through

Sales Reports

This report will show a breakdown of company-wide sales within a given period; the value of sales...

Updated 4 months ago by Mike

Adding Notes and Tasks

General CRM

Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the pr...

Updated 4 months ago by Mike

VAT Exemption Form

General Sales Order Management

Use this dialogue box to add a VAT Exemption Form to a Sales Order. It may be added from the POS ...

Updated 4 months ago by Mike

Margin Calculation

General Reporting

Profit margins are calculated as a percentage of the cost of a sale vs the revenue generated by i...

Updated 4 months ago by Mike

Suppliers

Categories Products

This section is used to add Suppliers for a product. If not manually set, the default is to a...

Updated 4 months ago by Mike

Summary

Categories Products

From this screen you can view and amend information stored about a product.  This screen is sepa...

Updated 4 months ago by Mike

Summary

Categories

From here you can add, edit and delete Products & Categories.You can revise the order of both by ...

Updated 4 months ago by Mike

Summary

Update Users

Use this screen to manage Users Key to icons  = edit = delete Deleting Users may have seriou...

Updated 4 months ago by Mike

Summary

Price Management

This page is used to manage the prices of Variants and Unique Stock Records in Bulk. It is possi...

Updated 4 months ago by Mike

CSV Upload

Price Management

Updated 4 months ago by Mike

Price Manipulation

Price Management

Updated 4 months ago by Mike

Manual Entry

Price Management

Updated 4 months ago by Mike

Sales by Date

Sales Reports

This report will show a breakdown of company-wide sales within a given period. Data may be viewe...

Updated 4 months ago by Mike

Summary

Packing

This screen is used to Pack and Despatch Sales Orders and barcode scanning can be used to speed u...

Updated 4 months ago by Mike

Packing and Despatching a Sales Order (Packing Screen)

Packing

This can be done manually, or via a barcode scanner. Packing an Item Manual Process Tick the l...

Updated 4 months ago by Mike

Summary

Product Lookup

This page is used to look up products in bulk. Typically, users are either looking to locate prob...

Updated 4 months ago by Mike

Stock History

Stock Reports

This report shows all stock adjustments via the system for a particular date range. It will show...

Updated 4 months ago by Mike