'How To' guides
Helpful workflow tips and guides covering all aspects of Bepoz.
Operators
Products
- 📄What is a Product and How to Edit
- 📄How to Create a New Product
- 📄How to Change Product Prices
- 📄How to Create a Package Selection Product
- 📄How to Create a Package Fixed Product
- 📄How to Add a Supplier to a Product and other Options
- 📄How to set a Product with an Oversell Warning
- 📄How to Set a Product as a Daily Special
- 📄How to Add, Edit and Use Product Custom Info
- 📄How to Assign Products to a Printer Profile
- 📄How to Create a Condiment Product
Keymaps, KeyMap Sets and Keylists
Accounts
- 📄How to Make a Payment to a Bepoz Account
- 📄How to Email an Account Statement to an Account Group
- 📄How to Add Points manually to an Account with Gaming Membership - Method 1
- 📄How to Add Points manually to an Account with Gaming Membership - Method 2
- 📄How to Add Points manually to an Account with Gaming Membership - Method 3
- 🎥 How to Create and Use Points Profiles
- 📄How to Create a New Account
Marketing and Promotions
SmartPOS
- 📄How to Log On and Log Off the POS
- 📄How to Calibrate the POS using eGalaxy Touch software
- 📄How to Sell any Product
- 🎥 How to Process a Basic Transaction
- 📄How to use Manual Discount Functions
- 🎥 How to Redeem Vouchers
- 🎥 How to make a Payment
- 🎥 How to process Refunds & Returns
- 📄How to Open a New Table
- 🎥 How to Create a New Table & Save it
- 📄How to Reopen a Table
- 🎥 How to reopen a Saved Table or Tab
- 📄How to Transfer one Item from a Table (only in V4.8+)
- 🎥 How to Print Receipt, Pay & Close a Table
- 📷How put a POS into Offline Mode
- 🎥 How to put a SmartPOS in Training Mode
- 📄How to configure the SmartPOS Mobile Theme
- 📄How to Credit an Account from the POS
- 📄How to Attach & Detach an Account in SmartPOS
Reporting
- 📄How to Sort & Display Reports
- 📄How to run most Backoffice Reports
- 📄How to Compare 2 Report Periods
- 📄How to Chart a Report
- 📄How to Add a Report View
- 📄How to Edit & Delete a Report View
- 📄What is and How to Use a Filter
- 🎥 How to Use Filters
- 📄How to use multiple Filters
- 📄How to Create a Report Formula
- 📄What is and How to Use the Report Wizard
- 📄How to Use the Report Wizard to Create a New Report
- 📄How to setup and use Custom Fields
- 📄How to setup the Backoffice to Print a Scheduled Report
- 📄How to 'View Vouchers Issued'
- 📄How to Split Revenue on Package Fixed or Package Selection Sales
Stock Control
- 📄How to Create a new Supplier
- 📄How to create a Purchase Order using the "From Sales" option
- 📄How to create a Purchase Order using the "Min/Max" option
- 📄How to create a Purchase order using the "Copy an Existing" option
- 📄How to Create a Multi-Supplier Bulk Purchase Order
- 📄How to Create & Post a New Purchase Order from Blank
- 🎥 How to Create and Post a Purchase Order from Blank - Part 1
- 🎥 How to Create and Post a Purchase Order from Blank - Part 2
- 🎥 How to Receive a Purchase Order in Full
- 🎥 How to Receive a Partial Purchase Order
- 📄How to Receive an Electronic Invoice
- 🎥 How to start a Stocktake - Part 1
- 🎥 How to start a Stocktake - Part 2
- 📄How to Setup a Purchase Order Template
Advanced Setup
- 📄Create a URL Menu in Backoffice
- 📄How to setup to Auto Split EFTPOS Payments Types
- 📄How to Setup for Basic Public Holiday Surcharge
- 📄How to setup and use Email Receipts
- 📄How to Send Emails using an Office 365 Email Account
- 📄How to Restart SmartPrint via a SmartPOS Function Button
- 📄How to switch from Sale Use Points to Redeem Points for CashValue
- 📄How to Trigger a Head Office Scheduled Job from a Remote Venue SmartPOS
- 📄How to Enable Internet Connection Sharing
- 📄How to Install PRTG and Configure Contacts for Ping Alerts
- 📄How to configure the Resolution and Scaling of the Oolio Z15W POS
- 📄How to Setup a Basic Weekly Scheduled Surcharge
- 📄How to Add a Device