Epos Overview

The Epos interface is designed for easy product management, streamlined ordering, and efficient navigation. This page provides a detailed overview of its components and functionality.

This page outlines the key sections of the Epos system, common workflows, and additional features to maximize its functionality.

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How to Use the Epos System

Selecting a Site

The Site Selector at the top of the Epos interface controls which products and product groups are displayed. By default, the site associated with the current register is preselected.

How to Change the Site

1. Click the Site Selector input at the top of the Epos interface.
2. Select the desired site from the Select Site window.
3. The interface will automatically refresh to display the products and product groups available for the chosen site.

Adding Customers

Customers can be added to transactions through the Customer Search panel:

1. Search for a customer by name or account details.
2. Select a customer from the results to associate them with the current transaction.
3. If the customer is not found, create a new customer using the Add New Customer button.

Note

By default, the Allow Staff Booking Without Customer checkbox in the site's related BookNow Setup File within Salesforce is enabled. To disable this and remove the requirement for a customer to be added before checkout for reservable inventory, uncheck this box.

Adding Products

Products can be added to the cart using the search or category browsing features:

1. Use the search bar to locate a specific product, or browse by category.
2. Click a product tile to add it to the cart.
3. Adjust quantities directly from the cart if needed.

Tips

• Search for individual products by name or SKU.
• Scan barcodes to quickly add items to an order.
• Search for a Booking by scanning a QR code on the customers receipt
• Search for a Booking by pasting in the BKN-0000000000 booking number

Managing the Cart

1. Review all items in the cart panel.
2. Adjust quantities, remove items, or apply discounts using the provided controls.
3. Add notes or special products via the Special or Notes buttons.

Completing a Transaction

1. Click the Pay Now button to begin the checkout process.
2. Select a payment method and follow the on-screen instructions.
3. Print the receipt once payment is confirmed.

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Tips

• Use the Favorites feature to quickly access commonly used products.
• If you experience issues with site-specific data, ensure the correct site is selected in the header.
• Save incomplete orders to the Open Orders list for easy retrieval later.

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Additional Features

Notifications

The Epos system provides real-time notifications to keep users informed about:

• User actions (e.g., application of promotional codes).
• Transaction statuses.
• System updates or errors.

Modals for Advanced Actions

The Epos includes modals for specialised workflows:

• Modifiers: Customise products with additional ingredients or preferences.
• Refunds: Manage refunds with detailed breakdowns.
• Waivers: Add and manage participant waivers for activities.

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Customisation Options

The Settings menu allows you to customise the layout and functionality of the Epos interface. For example:

• Manage favourite and hidden products.
• Add, remove and re-arrange product groups.
• Manage the register by adding or removing cash, popping the cash drawer or closing the register.
• Assign a Stripe Terminal to this Register.
• Enable or disable tipping functionality.

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Support and Troubleshooting

If you encounter issues:

• Check the Support section in the sidebar for FAQs and help articles.
• Contact a customer success representative for further assistance.

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For further details about each component, refer to their specific documentation pages.

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Related Pages

Epos Products Manage Epos products.

Epos Favourites Manage favourite products.

Epos Header Manage Epos settings and account info.

Epos Cart Manage the current transaction.