Search Results

When raising an order in the EPoS, you can choose to add a new customer by entering their details manually, or you can search for an existing customer that is already registered with you. New Customer You can enter new customer details to a new order in the ...

There are three methods of searching for, and ultimately adding, products to an order in the EPoS; Search field. Browse Products. Barcode scanners. Search Field You can easily search for a product by entering an appropriate term or SKU in to the "Sear...

If a product has addons assigned to it within the CMS, these can be selected as part of the ordering process within the EPOS. 1. Click "ADD" on the appropriate product when in an order in the EPoS. 2. If there are multiple variants available you will see a...

1. Once a product has been added to an order, a discount can be added by clicking "Apply Discount". 2. There are two discount options available; promo code (if there is one available from your promotions) and custom discount. 3. If adding a custom discou...

1. Delivery can be added to an order by clicking "Add Delivery". 2. From here you can select the appropriate delivery method. All available delivery methods (Postage Types) will be displayed. 3. If the customer is not walking away with the product(s), an...

This screen can be used to do a quick lookup of a Voucher's value, on behalf of a Customer.  Enter or scan the barcode of a gift voucher into this box.  This will display a value and an expiry date.

This screen can be used to review a User's performance.  This report is a weekly performance report, benchmarked against the Weekly Sales Target set against each User. 

Tills A till is defined as a device which is connected to a Receipt Printer; all payments are linked first to Stores, and then to Receipt Printers if one is available.  X Reads If a Superuser is logged into the CMS on a device that is connected to a till, i...

This button can affect Stock Levels, and users should be aware of this prior to use If pressed, the Complete Sale button will: mark all items on the order as despatched, regardless of stock availability close the order print a receipt (if a Hardware Inte...

Use this interface to create a new order within the CMS; this will open the Sales Orders screen. In-store transaction Use this control to create an in-store order. Please use the POS to create new in store Sales Orders. Guest account Use this to create a ...

Use this screen to review Live Baskets. This is an invaluable tool in understanding customer behaviour in the checkout funnel.  All baskets will be recorded here until they have been converted to a Sales Order; at that point, they will be removed from the lis...

Normally, you’d have to open each collection and product individually to remove or add a swatch. This tool makes it faster: you just tick or untick swatches for products under a chosen collection in one place. We recommend using the swatch assign tool for mai...

View all items required to fulfil Sales Orders. Criteria Sales Order lines will display here if: The Sales Order is active, e.g. is not a Draft or Quote, Cancelled, Completed or Returned The Sales Order Line has not been delivered, cancelled or returne...

It is possible to dispatch line items without stock, either through the POS or via the CMS (order detail screen). POS A user may manually mark a line as despatched; they are also despatched when Completing an order. A system setting is available to prevent ...

The add to basket pop up can show a 'Free Delivery tracker'. This is based on the potential or free delivery based on delivery types available. 

This screen is used to assist in replenishment of stock within the business. it summarises a variety of information, then collates that to produce a recommended quantity to order/transfer. It must be filtered by Store and Supplier in order to work, but may al...

This may be used as an Import or an Export. Export Use these filters to limit which columns are exported. Use the filters to narrow your selection, then click 'Export'. This will generate a file that will include all Products that match your filters.  Th...

This screen is used to Pack and Despatch Sales Orders and barcode scanning can be used to speed up and verify the workflow. This is broken into three tabs: Awaiting Packing Awaiting Despatch Awaiting Collection The expected workflow is that all Sales ...