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You can use your own graphics as overlays on products by following the simple steps below. 1. Navigate to your CMS. 2. Click "Product Overlays" under Catalogue. 3. Click "add an overlay". 4. Give your Overlay a name and ensure the "Image" toggle is sel...

If you wish to add an overlay and do not have any graphics to use, you can simply add a text Overlay by following these simple steps. 1. Navigate to your CMS. 2. Click "Product Overlays" under Catalogue. 3. Click "add an overlay". 4. Give your Overlay ...

Overlays can be assigned in bulk to products using the Overlay Rules tab as follows: Products can have one Overlay assigned per position (Top Left, Top Right, Bottom Left, Bottom Right, Below Product). When assigning an Overlay, keep in mind that it may not s...

A new user can be set up easily by a 'superuser' from within the CMS. 1. Navigate to your CMS. 2. Click "Update Users" under the Dashboard icon. 3. You will see a list of all current users - Click "add a user". Only a 'superuser' can add and change users...

You can change your password easily from within the My Details screen in the CMS. 1. Navigate to your CMS. 2. Click "My Details" under the Dashboard icon. 3. Enter the new password in both the New Password and Confirm New Password fields. 4. Click "Cha...

This section of the CMS is used to maintain your Enquiry Forms. These are then output on pages via the Modular Block system, specifically as part of an Enquiry Form content block.  Key to icons  = edit  = delete Setup Form Details Field Purpose ...

The dashboard can be reset quickly using the following steps. 1. Navigate to your CMS. 2. Click the "Dashboard" icon in the navigation bar. 3. Scroll to the very bottom of the page and click "Reset dashboard layout".

The dashboard utilises a simple drag and drop system to rearrange tiles on the dashboard screen. Moving a tile will pin it in position without the need to save, and you can rearrange all tiles to suit your needs. 1. Navigate to your CMS. 2. Click the "Dashbo...

Upsells can be applied from within the Cross-Selling Rules screen, which allows you to apply the upsell to any products that match a certain criteria. The steps below show you how to set up upsells with Variant filters. If you wish to add product level upsell...

Current Stock This list applies to units which are currently in the business. These terms are used throughout the CMS and the POS.  Label Purpose Stock Total number of units in the business   Includes Available, Reserved and Unavaila...

From this screen, you can view, create and manage Stock Transfers. Key to icons = open = in transit = received = awaiting action = completed Management Summary View View a summary of all Stock transfers. Click here for more information.  Crea...

From here you can add, edit and manage Purchase Orders. Key to icons = an open Purchase Order = a submitted Purchase Order = an acknowledged Purchase Order = a cancelled Purchase Order = a received Purchase Order = an invoiced Purchase Order = a...

View your Suppliers on this screen, along with some essential information about them.  To manage a Supplier, click the edit icon.  Deletion may have serious irreversible impact on your reporting, stock and allocation; Iconography always recommends disabling ...

On various screens in the CMS, it is possible to choose to show/hide Disabled items.  By default, disabled items will be hidden For these purposes, disabled items include those which are actively disabled or archived. These include, but are not limited to:...

Profit margins are calculated as a percentage of the cost of a sale vs the revenue generated by it.           In addition to this, there are several specific inclusions and exclusions: Products without a NULL cost price (e.g. a cost price set to £0....

Orphan Stock Orphan stock occurs when a unit of stock becomes disassociated from its original purchase order. This can happen in several ways, such as manual stock adjustments made through the inventory screen or the addition of new stock during a Stock Tak...

The EPoS is designed to work alongside a Hardware integration. For more information on that, click here.  Order Management This is the default view. Within the POS, users can: create and search for Sales Orders create and search for Customers search fo...