Sales

Overview Sales
Sales Transaction Screen The Sales section is used to produce the following transactions: Quotes  Sales Orders (Delivery Notes) Invoices.  Internal tr...
Thu, 24 Jan, 2019 at 3:22 PM
Creating a Transaction (Invoice/Order/Quote)
Overview The sales transaction screen is used for quoting, ordering and invoicing, this gives a consistent interface and allows the user to easily convert...
Thu, 9 May, 2019 at 2:23 PM
Customer Orders
Overview Customer orders are for items that are specifically ordered for the customer through an invoice, sales order or job card. You are able to cust...
Wed, 22 May, 2019 at 1:54 PM
Close Batch (Z Report - End of Day)
Overview ‘Close Batch’ is like the Z function on a Cash Register, it groups the sales and payments since the last Batch was closed so we can balance it aga...
Thu, 9 May, 2019 at 2:28 PM
Import from an EPC
Overview Electronic Parts Catalogues (often called EPCs or Electronic Fiche) are applications where you can look up a Part Number from an exploded parts ...
Thu, 9 May, 2019 at 2:59 PM
Correcting Mistakes
Overview There are legal restrictions on changing an invoice once it has been finalised. We only allow direct editing of a finalised invoice that would not...
Thu, 9 May, 2019 at 2:58 PM
Quote / Estimate
Overview A Quotation is an agreed fixed price. an Estimate is an approximate price that may change. A Quote or Estimate is a useful way to provide y...
Mon, 11 Feb, 2019 at 4:47 PM
Sales Order
Overview A sales order is an internal document which  originates with the customer wanting to purchase or order products and services. It can then be conve...
Thu, 31 Jan, 2019 at 5:21 PM
Commisions
A good Sales Commission scheme can be very effective in increasing sales.  It can also help to direct efforts to sell certain products and ranges that y...
Sat, 5 Jan, 2019 at 3:59 AM
Sales Payments
We can take Sales Payments in a number of ways: Take Payments at the time of producing the Invoice (Sales Finish / Invoice screen) Take Payments aga...
Thu, 25 May, 2017 at 10:22 PM
Barcodes
Evopos always aims to make the sale as fast and simple as possible. We encourage the use of barcodes especially when the customers are selecting (bringing y...
Wed, 11 May, 2016 at 4:09 PM
Gift Certificates
Gift Certificates are a great feature to offer to your customers, as they can help promote the business and increase sales. It enables people to be able to ...
Tue, 10 May, 2016 at 4:02 PM
Loyalty System
Loyalty systems are popular as it allows business to reward customer loyalty with points rather than expensive discounts. The Evopos Loyalty system is ver...
Mon, 16 May, 2016 at 4:03 PM
Evopos EPC
Evopos EPC connects you with manufacturers and suppliers EPC's to query, sell and purchase parts from within Evopos. Evopos EPC can connec...
Fri, 27 May, 2016 at 2:34 PM
Cycle to Work Scheme
Cycle to Work scheme The Cycle to Work Scheme is a UK Government tax exemption initiative to promote healthier commuting and reduce environmental pollu...
Fri, 27 May, 2016 at 10:27 AM
Bad Debt
You have two options when it comes to handling bad debt: Credit Invoice Write off using bad debt expense Bad Debt Expense This option allo...
Fri, 1 Jul, 2016 at 4:32 PM
Warranty Claim
Evopos has a system for processing warranty claims. How it works The system allows you to invoice the customer but set what lines are being cover...
Thu, 25 May, 2017 at 3:55 PM
Shipping Consignments
Overview Shipping Consignments allow you to track items you send through shipping carriers. The shipping consignment is created by adding a shipping li...
Wed, 22 May, 2019 at 4:24 PM
Returns
The Returns feature allows you to process, track and manage items being returned by a customer. The return process can be done all at once, or in stages...
Mon, 8 Jul, 2019 at 11:47 AM
Trade-In Finance Settlement
When Purchasing a Used Unit or taking a Trade-In with an outstanding finance amount, you can specify how much is outstanding and who the Finance Company is ...
Mon, 16 Jul, 2018 at 2:48 PM
Settlement Discount
Settlement Discount is where a discount is offered on condition that the invoice is paid within the customers credit days. In EVOPOS we allow you to dec...
Tue, 29 Jan, 2019 at 2:20 PM
Dropshipping (Deliver Direct)
Overview What is Dropshipping? Drop shipping is a supply chain management method in which the retailer does not keep goods in stock but instead transfers ...
Wed, 22 May, 2019 at 1:53 PM