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Suppliers

Categories Products

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

Updated 1 year ago by Mike

Summary

Categories Products

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

Updated 1 year ago by Mike

Summary

Categories

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

Updated 1 year ago by Mike

Summary

Update Users

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

Updated 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year ago by Mike

Sales by User

Sales Reports

Old report, since migrated to Performance by User.

Updated 1 year 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 1 year 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 1 year ago by Mike

FAQs

Sales Reports

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

Updated 1 year ago by Mike

User Management

Update Users

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

Updated 1 year 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 1 year 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 1 year 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 1 year ago by Mike