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Set Up an Upsell

Cross-Selling Rules

Upsells can be applied from within the Cross-Selling Rules screen, which allows you to apply the ...

Updated 7 months ago by Mike

FAQs

Product Overlays

Why isn't my overlay isn't showing? There are lots of possible answers to this question. Ensure ...

Updated 7 months ago by Mike

Quick Access Buttons

Sales Orders Sales Orders (Detail)

Found at the bottom of the page, these buttons allow you to take various quick actions regardin...

Updated 7 months ago by Mike

Processing Orders

Sales Orders Sales Orders (List)

You can process multiple orders simultaneously from this screen. You can choose to: Print Pic...

Updated 7 months ago by Mike

Removing VAT from a Sales Order Line in the POS

EPoS Adding a New Sales Order in the EPoS

Click or tap on the line that you wish to edit, then choose to Remove VAT. It will be possible...

Updated 7 months ago by Mike

Cost Prices

General Stock Management

This page outlines the way in which Cost Prices are managed, both against individual units of sto...

Updated 8 months ago by Mike

Sales by User

Sales Reports

Old report, since migrated to Performance by User.

Updated 8 months ago by Mike

Sales by Department

Sales Reports

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

Updated 8 months ago by Mike

Made to Order

Sales Reports

This report will show a breakdown of company-wide sales of Made to Order products within a given ...

Updated 8 months ago by Mike

FAQs

Sales Reports

Sales and Revenue What is a 'Sale'? The Sales Reports report on revenue generated on a specific...

Updated 8 months ago by Mike

User Management

Update Users

Use this screen to setup or edit new users.  Setup User Details Field Purpose ...

Updated 8 months ago by Mike

Search Log

Other Reports

This report will show you Site Searches made within a given period.  Unsuccessful searches are h...

Updated 8 months ago by Mike

Notes by User

Other Reports

This report shows a summary of notes by User.  This is a summary of the Tasks within the CRM.  ...

Updated 8 months ago by Mike

Stock Reservation

General Stock Management

Stock Reservation prevents automated processes from over-allocating a unit of stock However, it ...

Updated 8 months ago by Mike

Pay with Deposit

Checkout

If enabled, the customer will be able to Pay with Deposit for any order for any order over a mini...

Updated 8 months ago by Mike

Audit History

Sales Orders Sales Orders (Detail)

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...

Updated 8 months ago by Mike

Order Notes

Sales Orders Sales Orders (Detail)

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Updated 8 months ago by Mike

Balance

Sales Orders Sales Orders (Detail)

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Updated 8 months ago by Mike

Apply Discounts

Sales Orders Sales Orders (Detail)

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Updated 8 months ago by Mike

Delivery Information

Sales Orders Sales Orders (Detail)

Edit delivery information here. Same as billing This will copy the billing address to the del...

Updated 8 months ago by Mike