Once EVOPOS has been installed and connected to a database, you will be presented with the following windows before EVOPOS opens.
Licence
When opening EVOPOS for the first time you will be presented with a licence form, this form will allow you to choose the modules you need and number how many workstations you are licenced for.
This data is stored in our licence database but is not yet used for invoicing, we will confirm any details with you before you receive an invoice.
You are also required to enter your company name and email address, once you have completed all the fields click Update Web to continue.
Basic Settings
Lets go through some of the basic settings to get you setup.
Setup Wizard
When opening EVOPOS for the first time you will be displayed with the Setup Wizard, this form allows you to quickly set most of the major settings. You can run this again from Settings\System\General.
Division Details
Your division details include your business name, address, phone numbers, email and tax number etc.
You can have multiple divisions setup in EVOPOS if you trade under different names and addresses.
These details will appear on your invoices and most other forms produced by EVOPOS.
Operators & Staff
You can create an operator for each staff member whether they will be using EVOPOS or not.
In the setup wizard, enter your name and a password, this will be the master operator with a security level of owner.
You can create more operators in Settings\Operators
Printing Defaults
If applicable set your printers within the setup wizard, if you want to do this at a later time, you can set these in Settings\Workstations\Print Options
Financial Settings
Whether you are using EVOPOS Accounts or not you will be prompted to enter you financial year start date.
You will also need to enter the region, this will determine your standard tax rate. You can adjust these rates in Settings\System\Sales
Detailed Settings
Evopos has hundreds of settings which allow you to customize the system to suit your need, you can access all these settings through the Setting option on the top menu.