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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 9 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 9 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 9 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 9 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 9 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 9 months ago by Mike

Summary

Update Users

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

Updated 9 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 9 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 9 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 9 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 9 months ago by Mike

Products

General Modular Blocks

Use this to insert blocks of Products onto your page.  This will add live products to your page,...

Updated 9 months ago by Mike

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 9 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 9 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 9 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 9 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 9 months ago by Mike

Sales by User

Sales Reports

Old report, since migrated to Performance by User.

Updated 9 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 9 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 9 months ago by Mike