EVOPOS Business Help Centre

Getting Started 7

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

View all 7

Sales 29

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

View all 29

CRM 8

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

View all 8

Items 18

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

View all 18

Units 13

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

View all 13

Organiser & Jobs 8

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

View all 8

Accounting 16

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

View all 16

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

View all 50

Settings 3

• Multiple Branches
• Multiple Stores
• Email Settings

General 19

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

View all 19

Importing Data 12

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

View all 12

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