Our most useful Epos Now tutorials in May 2024
This month, we’ve released a fresh selection of tutorial videos on different parts of your system. These videos provide speedy, instructive overviews that give you all the info you need. Included in this month's releases are:
- Setting up accounting integrations on your Epos Now POS system
- How to change your name on your Epos Now POS receipts
- How to edit existing products on your Epos Now POS system
- Different types of promotions for your products and categories
All these guides and more are available on the Epos Now YouTube channel, alongside our extended webinars, product releases, and customer case studies!
Want to find a specific article on any technical aspect of your POS system? Visit the Epos Now Support Center!
Setting up accounting integrations on your Epos Now POS system
Finances and accounts can be one of the bigger challenges when managing a business. Fortunately, Epos Now has partnered with some of the most popular business accounting software, and with our integrations, you can automatically send your business data where it needs to go following each end of day, saving you hours of tedious work.
Your integration wizard will ask you where you want each piece of data, including sales, tips, and taxes, but also offers you the chance to create a unique mapping if your business has a more complicated setup.
Don’t worry, though, the app gives you the chance to reach out to POS accounting experts who can help you create the perfect accounting solution that makes managing your finances as easy as possible!
Interested in other accounting integrations with Epos Now?
Take a look at our accounting integrations on the Epos Now AppStore!
How to change your name on your Epos Now POS receipts
Creating your perfect receipt, equipped with a logo, a personal message, and all the details you need, is perfectly easy with an Epos Now system. It’s so easy, this short video guide only takes a moment to show you how you can change your company name.
In your Back Office, under Setup>Company>Receipts, you’ll get complete control of the information included on your receipts. It’s a simple matter of deleting any information you don’t want to be included, replacing it with what you need and, as always, remembering to scroll to the bottom to hit save!
Want to learn more about creating your perfect, personalized receipt? Visit our receipts guide in the Support Center here.
How to edit existing products on your Epos Now POS system
Whether you’re updating a price, setting up color-coding, or changing the supplier, updating your product list doesn’t have to disrupt your day.
Once again, your Epos Now Back Office is the place to go:
- Go to Manage>Products>Product List
- Enable the relevant columns by ticking either “price”, “supplier”, and “till” details
- Search for the product you want to update either through the list or the search bar
- Select “edit”, make your amendment, then scroll back left and hit “update” to save your changes
Different types of promotions for your products and categories
So maybe you’ve got a hot new summer promotion to set up for your business, but is it an X for Y, an X for $, or any of the five other promotion types Epos Now can run?
Getting your promotion set up can be a little tricky. You need to ensure:
- The correct deductions are made (whether it’s a flat saving or a % discount)
- And you need to attach the right products and categories to the promotion so they come into play when your team add them to a customer’s basket
But don’t be put off, once you have the knack, the right promotions can make your season shine bright!
Need some additional support? Take a look at setting up promotions on our Support Center.
As the weather starts to change, May is a great time to prepare for the season ahead. So be sure to get those plans in place, whether that’s by setting up a new app to take the pressure off your day-to-day routine, or by adjusting your staff roles to make your onboarding process easier. Either way, Epos Now has you covered!
Enjoy these tidy tips for your system? Why not subscribe to our Youtube channel so we can keep you in the know for any more tutorials? We’re adding fresh videos to our channel every week, including more May videos to help your business prepare for summer!