Epos Header

The Epos Header is the central control panel for the EPOS system, providing system-wide controls, register management, and administrative functions. It serves as the primary interface for managing register operations, employee settings, and payment processing.

Overview

The Epos Header contains critical system controls including site selection, register management, employee permissions, and payment type configuration. All register operations flow through this component.

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Key Components

Site Selector

The Site Selector allows you to switch between different business locations and directly impacts which products, customers, and inventory records are displayed throughout the system.

1. Click the Site name at the top of the interface
2. Select your desired site from the available options
3. The system will automatically refresh to display site-specific data

Important

Changing sites will update all displayed products, customers, and inventory records. Ensure you select the correct site before processing transactions to avoid data discrepancies.

Location Display

The Location field displays the physical location of the register you are currently logged into.

Note

The register location is tied to inventory management - when products with recipes are purchased, inventory is drawn down from the associated location's stock levels.

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Register Management

The Epos Header provides comprehensive register management capabilities, including opening/closing registers, cash management, and transaction reconciliation.

Opening a Register

Before processing transactions, registers must be opened with an initial cash float.

1. Click the Settings icon in the header
2. Select "Open Register" from the dropdown menu
3. Enter the opening cash float amount
4. Click Open Register to confirm

Permissions

Opening registers requires specific employee permissions. Contact your administrator if you cannot access this feature.

Managing Cash

The system provides several cash management operations:

Adding Cash to Register

1. Click Settings → "Add Cash"
2. Enter the cash amount to add
3. Add a reason for the cash addition
4. Click Add Cash to confirm

Removing Cash from Register

1. Click Settings → "Remove Cash"
2. Enter the cash amount to remove
3. Add a reason for the cash removal
4. Click Remove Cash to confirm

Cash Drawer Operations

• Pop Cash Drawer: Opens the cash drawer without a transaction
• Cash Movement History: View all cash additions and removals for the current session

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Register Closure

The register closure process reconciles expected amounts with actual cash and payment totals, supporting both standard and custom payment types.

Standard Register Closure

1. Click Settings → "Manage Register"
2. Review expected amounts calculated by the system:
   • Cash transactions
   • Card payments
   • Other payment types
3. Enter actual amounts for each payment type
4. Add closing notes (optional)
5. Click Close Register to complete

Custom Payment Types in Register Closure

The system now supports custom payment types during register closure, allowing for specialized payment methods beyond standard cash and card options.

How Custom Payment Types Work

• Automatic Integration: Custom payment types defined in employee permissions automatically appear in the register closure interface
• Individual Tracking: Each custom payment type is tracked separately for accurate reconciliation
• Unified Processing: Custom types are processed using the same validation and recording logic as standard payment types

Processing Custom Payment Types

1. During register closure, custom payment types appear alongside standard options
2. Enter the actual amount received for each custom payment type
3. The system validates amounts and calculates variances
4. Review the total reconciliation including all payment types
5. Complete the closure process normally

Employee Permissions

Custom payment types are only available if they have been assigned to your employee permission level. Contact your administrator to configure access to specific payment types.

Blind Cash-Up Mode

When enabled, blind cash-up mode hides expected amounts during register closure, requiring employees to count and enter actual amounts without system guidance.

Variance Handling

Significant variances between expected and actual amounts will trigger confirmation dialogs. Large discrepancies may require supervisor approval depending on your system configuration.

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Employee Settings

Profile Management

Access and update your employee profile information:

1. Click your profile avatar in the header
2. Select "Edit Profile" from the dropdown
3. Update your information:
   • First Name
   • Last Name
   • Username
   • PIN (if using PIN authentication)
4. Click Save to apply changes

Auto-Logout Configuration

Configure automatic logout behavior for security:

• None: Manual logout only
• Post Transaction: Logout after each completed transaction
• Inactivity Timeout: Logout after specified idle time
• Combined: Both post-transaction and inactivity logout

See Automatic Logout for more details.

Security

Enable auto-logout in shared environments to prevent unauthorized access to your EPOS session.

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Payment Processing Integration

The Epos Header manages payment processing configurations and integrations.

Payment Type Management

The system supports multiple payment types with individual processing:

Standard Payment Types

• Cash: Physical currency payments
• Card: Credit/debit card transactions
• Check: Paper check payments (where supported)

Custom Payment Types

• Employee-Specific: Custom payment types assigned to your permission level
• Icon-Based: Each type has a distinctive icon for easy identification
• Separate Tracking: Individual reconciliation and reporting

Stripe Terminal Integration

Configure Stripe payment terminals for card processing:

1. Click Settings → "Stripe Terminal"
2. Enter your terminal registration code
3. Click Connect to pair the terminal
4. Test the connection with a small transaction

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Advanced Features

Tipping Configuration

Enable and configure tipping functionality:

1. Click Settings → "Tipping"
2. Toggle tipping on/off
3. Configure tip percentages and options
4. Save your tipping preferences

Product Group Management

Customize product organization and visibility:

• Reorder Groups: Drag and drop to reorganize product categories
• Hide/Show Groups: Control which product groups are visible
• Color Coding: Assign colors to product groups for easy identification

Notification System

The header displays real-time notifications for:

• Transaction Status: Payment confirmations and failures
• System Updates: Software updates and maintenance notices
• Error Alerts: System errors and troubleshooting information
• Permission Changes: Updates to employee permissions

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Troubleshooting

Common Issues

Register Won't Open

• Check Permissions: Ensure you have register opening permissions
• Verify Cash Float: Enter a valid opening cash amount
• Contact Support: If permissions appear correct but opening fails

Custom Payment Types Not Appearing

• Employee Permissions: Verify custom payment types are assigned to your permission level
• Site Configuration: Ensure payment types are configured for your current site
• Refresh Session: Log out and back in to refresh permission cache

Payment Terminal Connection Issues

• Registration Code: Double-check the terminal registration code
• Network Connection: Ensure stable internet connectivity
• Terminal Status: Verify the terminal is powered on and ready

Getting Help

For additional support:

• Check the Support section in the sidebar for FAQs and help articles.
• Contact a customer success representative for further assistance.
• Refer to related documentation pages for specific features

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Related Pages

Custom Payment Types Configure and manage custom payment methods.

Employee Permissions Understand permission levels and access controls.

Manage Register Detailed register management procedures.

Epos Overview Complete overview of the EPOS system.