Sales

42 articles in this section.

• How To Make Sales And View Past Receipts1. As your product list is ready, now let's move to make sales. You can simply click on the product to add it to the cart. If you need to check the product's information during checkout, tap on the InRead article
• How to Set Up Manual Cash-RoundingManual Rounding Option Manual Rounding option empowers you to fine-tune the bill total according to your specific needs, whether it involves adjusting for customized discounts, handling intricate tax Read article
• How to Transfer TablesTable Transfers In a restaurant environment, customer satisfaction is paramount. Easy POS offers a convenient Table Transfer option to ensure a smooth transition when a customer decides to switch tablRead article
• Recipe Management SystemWhat is a Recipe Management System? A Recipe Management System in your POS (Point of Sale) software helps you manage the ingredients (raw materials) and finished products you sell. It ensures you keepRead article
• Customizable Fixed Charges in Easy POSIn many businesses, particularly in the food and beverages and hospitality sectors, it is common to impose additional fees on customers. For example, restaurants may add a "Delivery Charge" for deliveRead article
• Start From Table View Feature in Easy POSThe "Start From Table View " feature in Easy POS allows users to set a predefined table layout as the main interface for the POS system. This layout will be the default view before starting sales, enaRead article
• Refund Feature in a POS SystemRefunds refer to the process of returning payments to customers who are dissatisfied with their purchase. In a POS system, businesses can handle refunds based on the original payment method. What is aRead article
• Introducing the Easy POS Partner White-Label ProgramThe Easy POS Partner White-Label Program is designed to empower businesses by offering a premier white-labeled POS (Point of Sale) system. This program allows partners to rebrand Easy POS's robust POSRead article
• How to enable/disable cash drawer/cash boxA properly configured and connected POS system should trigger the opening of the cash drawer/cash box/cash till seamlessly. Cash drawer open option is configured within the POS App's printer setup pagRead article
• Reset the KOT number sequenceEasy POS System has introduced a new feature that allows users to reset the Kitchen Order Ticket (KOT) number sequence based on shifts. Previously, KOT numbers were printed continuously without resettRead article
• Service Areas (Reservation Tables / Rooms Etc..)The "Service Areas" feature is a feature that helps businesses to manage their reservations more effectively. This feature is designed to handle various resources such as rooms, tables, and seats. It Read article
• How to Handle Promotions with Pricing Plans in Easy POSEasy POS allows you to create different pricing plans for products, like offering discounts based on the quantity purchased. For example, if you sell butter, you can offer these deals: 1 Butter for RsRead article
• Customize Sale Screen (Favourite)▶ Watch the walkthrough on YouTube How to Arrange the Sales Screen Using the Customize Sale Screen Feature Easy POS now allows you to create a more personalized and efficient sales screen using the CuRead article
• How to Delete Item(s) from Product Cart1. How to Delete Item(s) from Product Cart 1) Navigate to the POS App main menu on the top left corner. 2) Select the 'New sale' option. 3) Select the product that you want to add to the Cart. 4) If yRead article
• How to Use Open Orders Function▶ Watch the walkthrough on YouTube 1. Use Open Orders Function POS System allows user to put a receipt on hold when the customer wants to add more items to the cart. Ex: When we are in a supermarket aRead article
• Split Orders / Split CheckFollow these steps to split an open order into multiple bills: 1. Open the OrderGo to Open Orders from the POS screen.Select (tick) the order you want to split. 2. Access the Split OptionTap the SplitRead article
• How to Quickly Add an Customer to the Receipt1. How to Quickly Add an Customer to the Receipt ? In order to assign an employee to the receipt, it is necessary to have set up 'Other staff' profiles within the POS system. /help/how-to-create-otherRead article
• How to Use Multipayment via SPLIT option (V 115.5 Onwards)Note: From the new version 115.5, the "Use Multi Payment" option has changed. The separate "Multi Payment" button is now replaced with the new SPLIT feature, which allows easier and more flexible multRead article
• How to Use Cash Rounding▶ Watch the walkthrough on YouTube Cash-Rounding Option The bill total is rounded to the nearest multiple of the smallest denomination, which may be higher or lower than the unrounded total. This rounRead article
• How to Apply DiscountsDiscount types ▶ Watch the walkthrough on YouTube Easy POS (Point of Sale) system includes two types of discount functions: "total discount" and "line/item discount." The "total discount" function allRead article
• How to Implement a Buy-One-Get-One Free PromotionKey Points to Remember In addition to the "Buy 1 Get 1 Free" setup process, businesses can utilize the same approach to set up other promotional options, such as "Buy 2 Get 1 Free" or "Buy 5 Get 2 FreRead article
• How to Use Multiple Units of Measure for a Single ProductMultiple Units of Measure (UoM) for a Single Product Multiple Units of Measurement (UoM) for a single product refer to the ability to measure and sell a product using different units of measurement. IRead article
• How to Share Product Details1. Sharing Product Details Easy POS Point of Sale (POS) System has the capability to share Product Details via various social media messaging platforms. This feature empowers businesses to seamlessly Read article
• How to Create Pricing Plans▶ Watch the walkthrough on YouTube Special Note With the updated method, clicking on a Price Plan item will open an item customization dialog box in POS App, where users can conveniently select the prRead article
• How to Create & Use Different Types of Payment Methods▶ Watch the walkthrough on YouTube 1. Create & Use Different Types of Payment Methods 2. Create & Use Different Types of Payment Methods 3. Create & Use Different Types of Payment Methods 4. Create & Read article
• How to Create Customer Orders with Advance Payment▶ Watch the walkthrough on YouTube Special Note To activate the "Create Order" option in POS App, users must enable the "Open Receipts (Bills)" feature in the Back Office settings. Back Office > SettiRead article
• How to Merge Open Bills in POS▶ Watch the walkthrough on YouTube 1. Merge Open Bills in POS Merge bill function can be defined as the process of combining several receipts in to one receipt. For example, in a restaurant several frRead article
• How to Share Receipt via WhatsApp, Viber or Any Other Social Media Messaging Platform▶ Watch the walkthrough on YouTube 1. Share Receipt via WhatsApp, Viber or Any Other Social Media Messaging Platform During checkout, you are able to share the Receipt / Bill via any social media messRead article
• How to Download Receipts1. Download Receipts in the POS App Easy POS allows for easy download and digital sharing of receipts. No paper copies are needed—this process is entirely paperless. You can share receipts usingRead article
• How to Do Credit Settlement & Debtor Management▶ Watch the walkthrough on YouTube Easy POS Credit Settlement & Debtor Management This system is set up to bill “Credit”, so that you can lend goods to your customers. The outstanding credRead article
• How to Do Price Change1. Easy POS allows you to do a price change. Product’s price change can be done via one-by-one using POS App and backoffice side. Bulk price change can be done via backoffice webportal under ‘PrRead article
• How to Delete Receipts1. Easy POS allows you to delete receipts in case of billing mistakes. To perform this task, you need the Admin Password and the user approval level 2.1 POS App main menu Manage Sales Select “ReceiptsRead article
• How to Use Alternative Currency▶ Watch the walkthrough on YouTube Improved Alternative Currency Handling (Update 115.5) With the News 115.5 update, the Alternative Currency interface has been enhanced for better usability and fasteRead article
• How to Make Changes in Alternative Currency Conversion Rates1. Make Changes in Alternative Currency Conversion Rates The exchange rate used for transactions is constantly changing. If you use the alternative currency option, you have to manually enter this intRead article
• How to Create Order Types▶ Watch the walkthrough on YouTube What Is Order Type? The Order Types feature refers to a customizable functionality that enables businesses to categorize and manage diverse transaction scenarios accRead article
• How to Do a bulk price change1.How to Do Bulk Price Change POS System allows user to do a bulk price change. Product’s price change can be done via one-by-one using POS App and Back Office side. Bulk price change can be donRead article
• How to Exchange Products and Use Credit Notes▶ Watch the walkthrough on YouTube What Is Credit Notes In a POS system, a "Credit Note" is a printout generated to record the value of goods returned by a customer. It serves as a credit to the custoRead article
• How to Calculate Sales CommissionSpecial Note To calculate sales commission, first you should have created the receipt(s) and assigned employee to the receipt(s). To assign employees, you should have created 'Other staff' from Back ORead article
• How to Reserve Tables or Rooms & Assign Staff1. How to Reserve Tables or Rooms & Assign Staff The "Table" function refers to the feature that allows staff to assign orders to specific tables or rooms. This function is particularly useful for busRead article
• How to Do Fully & Partial Credit Settlement1. Easy POS Fully & Partial Credit Settlement Easy POS system allows you to settle a customer's total credit outstanding at once. This feature allows businesses to manage their customer's credit accouRead article
• How to Add Tips to the Receipts1. How to Add Tips - Back Office In some countries including in the United States, the "Tips" function in a POS system is an essential feature for businesses that rely on tips, such as restaurants andRead article
• How to Add Tips for Card PaymentsHow to Add Tips for Card Payments Adding tips for credit card payments is a critical feature in a point-of-sale (POS) software, and it can enhance customer experience and increase revenue for businessRead article