- Log in
- POS Interface
- List of Functions
- List of Sales Options
- Start The Day
- Making a Sale
- End The Day
Step 1: Click on the “Password” button.
Step 2: Enter your client code, username, and password into the corresponding fields and then click on “Sign in”.
Product groups are located on the very top of your POS screen. Each button represents one of the product groups you created in the ERPLY back office. If you click on one of these product group buttons, you will see a list of all products that you can select to add to the shopping cart. (NOTE: Each product in ERPLY is classified under a product group.)
Located in the middle of your POS screen. You can add a product to your “Quick Selection” list from the ERPLY back-office. Quick selections are used for products that are frequently purchased at your store. This feature makes it easy to find these items quickly, especially products that may be considered “top sellers,” instead of having to search for the product at the POS.
The “Function” buttons can be used for any action which does not affect the current information displayed in the shopping cart (anything you can think of as a cashier which is not related to the current sale in progress). For example, pulling up a saved sale, viewing the X report, viewing recent transactions, etc…
These buttons are used to manipulate/edit the current information displayed in the shopping cart (editing the current sale in progress).
The Switch button allows you to switch between employees using their PIN code. The Lock button logs you out of the POS and you’ll need to log back in again with your username and password or PIN. Switching users preserves the sale in cart, and is appropriate for use with managerial overrides. Locking the POS will remove anything in the cart.
Allows you to turn on edit mode, access the back-office inventory, switch views of the POS, and add configurations (if the user has access in their user group).
Status Bar – indicates the status of your connection to the ERPLY services. The icon shown above means excellent connection. A lower number of bars means difficulty connecting to our servers. Usually this is related to internet connectivity, but can also indicate interference from firewalls or network security, or anything else that may block or hinder the ERPLY servers from reaching your device.
Edit Mode – allows you to edit the product’s retail price, name, and code directly on the POS. Editing the products here will save those changes to the backend inventory as well.
Switch View– allows you to toggle between the two views, Quick Serve view (with all the products as buttons) and Retail View (optimal for barcode scanning).
Settings – Additional settings and configurations for the POS only.
To access the Settings on the POS, first make sure you have the proper permissions to do so, then select the gear icon on the top right of the screen. This will give you a list of different settings to change.
Company & Location
Allows you to change company information such as company name, phone number, and address without having to access the back office.
Add new employees to your account as well as edit any information on existing employees such as email, phone number, password/pin reset, or user group change.
Allows you to add a tax rate or edit the Name and Code of existing tax rates.
This is the central hub for your POS and is where you can apply settings that affect the POS only. Keep in mind that these settings will affect all registers at all locations for this account. This screen covers a wide range of options, from setting Sales Notes and changing the color of your POS screen to managing your End Of Day settings.
This is where you can configure Allowed Tenders on Sales and Returns with and without receipts, as well as limit amounts for each tender type.
EPSI(Erply Point Of Sale Integrator)
A downloadable Windows Desktop app which allows you to seamlessly print receipts and swipe credit cards without the print dialog box popping up.
Set POS for device
Allows you designate a device for a register, meaning whoever logs in on this device can only log into the selected register.
List of Functions
List of Sales Options
Start The Day
Step 3: Click on the “Save” icon to confirm this amount. This will open the POS and allow you to begin making sales.
Making a Sale
Processing a Cash sale
Step 1: Add items to the sale. Using QuickServe view you can locate your items by clicking on the product groups, located on the top row of your POS screen.
Step 2: Select the product that you wish to sell to add it to the cart. Repeat steps 1 and 2 until you have all the desired products displayed in the shopping cart.
Step 3: Click on the “Pay” button, located on the bottom left side of your POS screen.
Step 4: At this point, you have several options for collecting this cash payment:
- Click on the “cash 100%” icon or hit F2 on the keyboard if the customer is paying the total sales amount by exact cash.
- Hit the “enter cash” button or F4 if the customer is giving you a specific dollar amount in cash.
- Hit one or more of the preset $ values to indicate which denominations the customer has given you
- Example: If the sales amount is $10.50 and the customer hands you a $20 bill, you can simply select the “$20” button.
Step 5: Click on “confirm” once you have added a payment to the sale.
Step 6: At this point you will receive a confirmation screen with the receipt # and an option to print the receipt or send it to the customer via email. If change is due, it will be indicated here. If you are sending the receipt to an email, type the email address into the “email” field and click “OK”.
Processing a Credit Card sale – Non Integrated Cards
Step 1: Select the products that you wish to sell to add them to the cart.
Step 2: Click on the “Pay” button. (located on the bottom left side of your POS screen)
Step 3: At this point, you have several options for collecting this credit card payment.
- Click on the “credit card 100%” icon or F3 if the customer is paying the total sales amount on one credit card.
- Hit the “enter credit card” button if the customer is giving you a specific dollar amount on the credit card; this is useful for sales that will be partially paid by card and cash, gift certificate, store credit, or split cards.
Step 4: Click on “confirm” once you have added a payment to the sale.
Step 5: Select the card type that was used to pay for this transaction. The authorization code is the approval code that gets printed from the external device; i is an OPTIONAL field.
Step 6: Click on “confirm” once you have selected the card type.
Step 7: At this point you will receive a confirmation of the receipt # and an option to print the receipt or send it to the customer via email. If you are sending it to an email, type the email address into the “email” field and then click “OK”.
Processing a Return by Receipt
Step 1: Click on the “RETURN” button to start the process of a return.
Step 2: Scan in the receipt’s barcode or manually enter in the receipt number in the search bar.
Step 3: When the receipt information is found, it will show all items purchased on this receipt. Check off the products that the customer is returning, then click “SAVE”.
Step 4: The item(s) will show a quantity of -1, meaning this item is going back into stock and the net total will be a negative amount. Click on the “Pay” button to process the return.
Step 5: A return by receipt can only return to original tender, so all you need to do is hit “confirm.”
Step 6: If returning to card, select the card type that the return is going to, then “confirm”.
If returning to cash, you will receive a confirmation of the credit invoice # and an option to print the receipt or send it to the customer via email. Click OK when done.
Processing a Return by Item
Step 1: It is always recommended to do a return by receipt, however if you cannot and must do a return, you can return by item. Add the items being returned to the sale.
Step 2: Edit the line item and change the quantity from 1 to -1 by highlighting the item, clicking on the quantity, and pressing the “-” key on your keyboard in front of the number. This -1 means the item is going back into stock, and the net total should be negative.
Step 3: Click “Pay” to get to the payment screen.
Step 4: Select the payment method and the amount you are returning to the customer.
Step 5: Click on “confirm” once you have added a payment to the sale.
Step 6: You will receive a confirmation showing the credit invoice # and an option to print the receipt or send it to the customer via email. Click OK when done.
Step 1: Click on “X-report” or go to Functions in Retail View, then click “X-report.”
Step 2: An X-report will generate. You can either print out the X-report or return to the previous screen by clicking the “back” button.
There are extra security settings you can apply for your X-report. These are located under Settings -> Configurations.
Get short x-report – The x-report will only display the register summary of sales and payments taken. It will not display any transactions or their receipts numbers.
Get x-report only for last shift – The x-report only displays transactions from the last shift.
back to top
End The Day
Step 1: Click on “Close day” or go to Functions, then “Close Day” if in Retail View.
Step 2: If you need to reconcile your credit cards, click on Tenders
Step 3: Count your credit card sales and make any necessary adjustments
Step 4: Count your cash drawer and enter in the cash amount in the “Counted” field. This will auto-populate the “Deposit” field. If you are leaving any money in the cash drawer, enter the amount in the “Register” field. You can also count how much of each denomination you have and enter this next to the appropriate box. Your counts will be totaled automatically.
Step 5: Click on “End the day” when done.
Step 6: You can enter notes which will be printed on the x-report. This is optional. Click “Save” when done.
Step 7: An X-report will generate. You can either print out the X-report or close out by clicking the “back” button. Whichever action you take, it will log you out of the POS.