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NOV '22 EPOS Knowledge Base Create An Invoice Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Bulk Import Products (Invoices) The Backend Portal’s Bulk Import feature is used to: Add line items into a new invoice Overwrite existing line items... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Invoice Details   No Fields/Functions Description 1 Invoice Number* Enter an invoice number that uniquely identifies this invoice. 💡  This field supports... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Exporting Quotation to PDF Any quotation can be exported as a pdf file.   Step Description 1 Select the quotation from the quotations list... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Emailing Quotation to Customer Existing quotations can be emailed to customers.   Step Description 1 Select the quotation from the quotations list in the... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Copying a Quotation to Invoice A quotation’s information can be copied to a new invoice in the ERP module. For more information about invoices, see... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Editing a Quotation A quotation with any status can be edited.   Step Description 1 Select the quotation from the quotations list in the... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Manage Quotation Statuses When a new quotation is created, it will always be created with a Pending status. Users can manually change the... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Add Product – Tax Exclusive (ERP Sales)   No Fields/Functions Description 1 Tax Type* Select Tax Exclusive for the Tax Type. 2 Tax Rate* Enter a suitable... Nicholas Ten Read more

NOV '22 EPOS Knowledge Base Add Product – Tax Inclusive (ERP Sales)   No Fields/Functions Description 1 Tax Type* Select Tax Inclusive for the Tax Type. 2 Tax Rate* Enter a suitable... Nicholas Ten Read more