Sales / EPOS+

Sales can allocate eligible stock automatically using branch locations and picking priorities, or let staff choose individual units by location and serial details. Kits expand into component demand, with allocation views showing unit locations, notes and expiry information.

Start an order for a cash customer or a named customer and add products by SKU, registered barcode or eligible serial number. Repeated scans can increase an editable line, while a separate line allows the same product to carry a different quantity or price. Products configured for proof-of-age handling show a visible cue for staff.

Select an enabled order price tier to reprice eligible editable product lines. Attaching a customer can offer that customer's preferred tier and currency, with the chosen order tier retained when work is saved and recalled.

Staff can change editable line titles, quantities and prices, with net, tax and total amounts recalculated. General Adjustment lines support additional charges or price adjustments within the order.

Create an eligible ad hoc goods or service item, or use an existing individual product through the entry form. Cost, currency, markup and tax fields help staff calculate the proposed selling amount before adding it.

Tax calculation uses branch and delivery country information, registration settings and product exceptions. Supported postcode overrides and net or gross price editing feed the recalculated tax and complementary selling price.

Select an order currency and see its symbol and exchange-rate cues as eligible prices are recalculated. Issued invoices and credit notes retain their resolved headquarters-currency exchange rate for the issue date.

Record remaining unmet quantities as backorders and inspect the related demand and expected supply-order details. Staff can see recorded supply dates while discussing or progressing the customer order.

Create and maintain customer or company details, billing information, contacts, VAT and EORI references, notes and customer groups. Store price tier, currency, credit limit and external-reference preferences, then attach an eligible customer to an order.

Maintain a searchable customer address book, copy or select an address for a consignment, and set a customer-specific default. Address-book rows can also be imported or exported through Excel.

Choose from configured courier services or record an external-courier route for the selected consignment. Set the delivery charge and dispatch-by value, view service cost and delivery-time information, and record the order's Incoterm.

Lay Away preserves an order's working details, notes, chosen pricing and applicable stock reservations. Use it for a returning shop customer, a quote or a trade order still being assembled, with a pro-forma available and reminders for older work.

Reopen eligible orders, cancel eligible unconfirmed work to release its reservations, or place an existing order On Hold. Staff receive prompts where another user owns the work or Packing is actively using a related consignment.

Confirmation finalises eligible lines and payments, allocates payment amounts and issues the invoice or credit note. Eligible shop or collection consignments complete their stock handover as part of the attended sale.

Refund remaining eligible quantities on confirmed goods or service lines, including relevant kit components and outstanding demand. Choose the appropriate outcome for actual units, such as resale, testing, Vault or destruction, with the resulting stock movements recorded on confirmation.

Use cash, card or other configured tender rows and edit amounts to split the payment across methods. The cash completion dialog shows change or a shortfall, while the payment panel keeps net, tax, total and paid amounts visible.

Store a customer's credit limit and compare the proposed outstanding amount with their existing balance during sale confirmation. Visual cues identify over-limit positions so staff can review the account before proceeding.

Record a payment against an already confirmed order or enter a standalone customer account payment or refund. Retain its currency, tender and collector, and leave excess payment visible as unallocated customer credit where appropriate. Authorised finance users can correct eligible unreconciled payments, with offsetting records available where retained reconciliation prevents deletion.

Review and assign amounts across eligible invoices and credit notes, or use an automatic allocation proposal as a starting point. The view shows outstanding balances, remaining allocation and excess credit; eligible allocations can be removed with the underlying transaction retained.

Create named reconciliation groups with notes and add selected invoices, payments and their eligible allocations. Review the group's finance rows, remove eligible members while it remains unlocked, or lock a completed nonempty group.

Filter invoices and payments by dates, sales source, currency, payment and allocation status, reconciliation and domestic or export activity. Split views show their relationships, while currency and tender summaries, CSV exports and a takings PDF support review. Selected report records can also be used to preview and approve account-balancing entries.

Create a statement for current outstanding balances or a chosen date range. Download the relevant stored invoice copies alongside it when useful for the customer or accounts team.

Record or amend an order's external or customer reference and copy the internal or external order identifier when needed. Maintain order notes and separate consignment packing notes for the work being fulfilled.

Import product codes, titles, quantities and prices from a spreadsheet using column headings or column letters, choosing to append or replace editable lines. Export editable order lines as a workbook or prepare an order-entry template.

Delete a settled customer who has no orders, or retain the account while replacing the supported personal fields with a removal marker. Staff confirm the applicable action before it proceeds.

Mark eligible allocated goods packed and ship invoiced units, including a partial quantity for a single ordinary line. Staff can unpack unshipped units or reverse an eligible shipment back to its original location or the branch's Returns location.

Create or recreate invoice, credit-note and receipt outputs, then view or save the stored documents from the order's stationery area. Attach supporting customer files to the same order and send eligible generated stationery to the shared printing queue.

Generate a commercial invoice for a consignment to support customs paperwork. Advice notes offer choices such as weights or prices, currency, signature fields, billing details, dropship presentation, order notes and combined-order information.

Find orders using customer, date, product and sales-source criteria, or load an order through its order or invoice number. The overview brings together lines and totals, invoices and payments, consignments, box contents and backorder information.

Open a customer's history to review their orders, refunds and payments across recorded sales sources. Payment details show method, date, collector, allocation and reconciliation status, with the linked invoice breakdown available.