EPOS KNOWLEDGE BASE

Order

POSTED ON 14 oct 2025 BY product team

 

⬇ Explore the functionalities of the product page by toggling between tabs below.⬇

Users are able to hold their orders aside during operations when customers are not planning to check out immediately. Subsequently, users can retrieve orders which are being held and proceed to checkout. 

 

Hold Sale

Users can click on the POS Order/Miscellaneous Menu at the top right corner of the sales screen.

Users can click on the Hold Order button to hold the order. 

 

Retrieve Sale

Users can click on the POS Order/Miscellaneous Menu at the top right corner of the sales screen. 

Users can click on the Retrieve Orders button.

Users can look for the held orders from the list of orders and click on the order the user would like to retrieve.

The order will be added to the order cart and users can proceed to checkout. 

Users can remove all of the products in the order cart. Users can refer to this guide on how to remove products individually.

 

Users can click on the POS Order/Miscellaneous Menu at the top right corner of the sales screen. 

Users can click on the Clear Order button.

In the pop up, users can click on the Yes button to remove all of the products in the order cart. 

 

Users can tag a customer to a particular sales order in which customers will earn membership points/store credits at users’ outlets.

 

Users can click on the customer icon on the sales screen.

Users will be shown the Search Customer window.

Insert one of the following to search for a customer:

  1. Customer’s Name Note: Requires at least 3 characters to trigger search
  2. Customer’s Phone Number Note: Require the entire phone number to trigger search
  3. Customer’s Lookup ID

After searching the customer, users can click on the desired customer.

Customer name will be displayed in the Order cart.

If a wrong customer is tagged, users can click on the customer name to enter customer details pop up and click on remove from order

Users can click Yes to confirm the change.

 

Users can apply salesperson(s) for each order which is useful for users who practise sales tracking according to staff for commission payouts. 

After adding products into the Order cart, the salesperson attached to each order will be the salesperson who is logged in. Users can refer to the guide below to edit the salesperson for each order. 

 

Users can click on the POS Order/Miscellaneous Menu at the top right corner of the sales screen. 

Users can click on the Add Sales Person tab.

Users can use the checkboxes to select the salesperson accordingly and click on the Done button to save the changes.

The salesperson will be displayed in the Order cart.

 

Users can insert a note for orders. Users can refer to this guide on how to insert product notes.

 

Users can click on the Note section on the Summary order page.

Users can insert text and click on the Tick button in the keyboard to save the note. 

Users can give discounts to each order. Users can refer to this guide on how to apply discounts for each product. 

 

After adding all of the products into the Order cart, users can select the Voucher on the sales screen. 

 

In the pop up window, users can input the Voucher Code Number and click on the Validate And Apply button.

The voucher code discount for applicable products will be displayed in the Order cart.

 

Users can enable/disable promotions which are set in the backend portal. 

 

Users can click on the Promotion text in the Order summary page.

 

 

Users can toggle on/off whether they would like to enable/disable promotions applied.

 

Users can give discounts to each order. Users can refer to this guide on how to apply discounts for each product. 

 

Users can only apply a percentage discount for the whole order. Users can click on the Discount text on the Order summary page. 

In the pop up window, users can insert their desired discount using the number keypad and click on the Tick button to save the discount. 

 

Discount will be displayed.