Overview

The Scheduler is a timer-based tool in EVOPOS that automatically runs certain functions at set times, without manual intervention. It can be used to:

  • Run database backups
  • Email reports
  • Send reminders
  • Sync with third-party integrations
  • (other automated tasks — see Schedule Types below)

Accessing the Scheduler

  1. Go to Settings
  2. Select Workstations tab
  3. Select Scheduler tab

Scheduler Screen

The Scheduler screen shows:

  • Todo schedules — schedules yet to run
  • Completed schedules — with search and filter options to review past runs

On the left-hand side, three buttons let you manage schedules:

  • New — create a schedule
  • Edit — modify an existing schedule
  • Delete — remove a schedule

Schedule Types

Backup Data

Performs a SQL Server backup of the EVOPOS database and exports the resulting backup file to a location of your choice on your computer.


Recurring Invoice

Pass in an invoice number and the schedule will re-invoice it automatically on the set recurrence.


Recurring Task

Creates a task on a recurring basis. When setting this up, you choose:

  • Contact
  • Staff member
  • Description
  • Details


Birthday Reminder

Runs once daily and automatically sends a message to any contact whose birthday falls on that day — removing the need to set an individual reminder on every contact record.


General Reminders (SMS/Email)

Standard SMS/email reminders. These are generally created from the contact record itself, rather than set up directly in the Scheduler.


Reminder — Internal Message

Sends an internal message to yourself (or another staff member) on a set schedule.


Reporting Options

Runs a report through EVOPOS's Crystal Reports engine, then delivers it via one of the following methods:

  • Email as PDF
  • Email as Excel
  • Print — automatically prints to the default printer
  • Archive/Export — automatically exports the report to a file on a schedule (two related options available)


Integration Sync

  • Website Item Sync — syncs items with the relevant ecommerce platform
  • Web Order Sync — downloads orders from the ecommerce platform
  • Integration Sync — combined item and order sync for integrations that aren't specifically item- or order-based


Export Pricing Levels

Exports a CSV file of item pricing based on different price levels, on a schedule.


Custom Export — SQL Query to CSV

Runs a custom SQL query and exports the results to a CSV file. The output can either be saved to the local computer or emailed.