EVOPOS Business Help Centre

Getting Started 7

• Installation Guide
• Setup Guide
• Navigation
• Importing Data
• Training & Support

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Sales 29

• Overview Sales
• Creating a Transaction (Invoice/Order/Quote)
• Customer Orders
• Close Batch (Z Report - End of Day)
• Import from an EPC

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CRM 8

• Contacts - Customers & Suppliers
• Email/SMS Marketing
• Prospects & Leads
• Contact Communication Preferences
• Email & SMS Templates

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Items 20

• Stock Items
• Categories
• Price Books
• Purchase Orders
• Count (Stocktaking)

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Units 13

• Overview
• Used Unit Scheme
• Creating Units
• Consignment & Floor Plan
• Demonstration Units

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Organiser & Jobs 8

• Overview
• Job Overview
• Job Workflow
• Job Templates
• Log Time (Time Tracking)

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Accounting 16

• Accounting System (Accrual / Cash)
• Purchases
• Reconciliation
• Bankings
• Nominal (General Ledger / Chart of Accounts)

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Reporting 5

• Sales
• Stock Items (Parts/Accessories)
• Accounts
• Import a Custom Report
• Stock Valuation at a Date

Integrations 50

• Fowlers Parts
• Honda UK
• Magento eCommerce
• Yamaha Australia
• Feridax

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Settings 3

• Multiple Branches
• Multiple Stores
• Email Settings

General 20

• Release Notes
• FAQ's
• Cloud Database Access
• eBay/eCommerce Contact Match
• Backing Up Your Data

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Importing Data 13

• Import Contacts (Customers & Suppliers)
• Import Stock Items (Parts & Accessories)
• Import Price Books
• Import Actions
• Import Model Fitment Data

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Hardware 4

• General Printing
• Barcode Scanners
• Cash Drawers
• Thermal Receipt Printers

Hire 2

• Hire Control
• Hire Rates

Xero 9

• Getting Started
• Batch Mode Integration
• Internal Expenses & Credits (Rebates, Registration)
• Reconciling Floor Plan/Consignment Payments
• Reconciling In Hand Payments / Banking (Cash/Card/Cheques)

View all 9

Getting Started 6

• Launch Plan
• eCommerce Settings
• Shipping Settings
• Payment Settings
• Domain & SSL Certificate

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Integrations 3

• PayPal Integration
• Google Analytics / Webmaster / Adwords
• Facebook Login

Content 3

• Content Pages
• Images
• Content Page Forms