Business operations
EPoS Manager: Daily business management and operational procedures.
By Dragan and 1 other2 authors38 articles
Business sheets
Manage your business sheets.
- Reopen a closed business sheetProcess for requesting reopening of previously closed business sheets.
- Add wastage to the business sheetAdd wastage formulas to business sheet by day of week.
- Control user access to prevent data overwrites in business sheetsPrevent business sheet data overwrites with protection parameter.
- Business sheet layout is not visible in the location configurationActivate new business sheet layouts for location use.
- Forfeited deposit entries in the business sheetTrack forfeited deposit income on business sheet reports.
- Access banked figures per location in the business sheetAdd banking tab to track deposited amounts on business sheet.
- Business sheet adjustments requiredContact account manager for business sheet customization quotes.
- View weather information on the business sheetEnable weather data display on business sheet with location setup.
- Upload an image to the business sheet bankingAttach receipt images to business sheet banking entries.
- Initiate a business sheet for the current weekStart a new Business Sheet week to ensure accurate tracking of sales, costs, and performance.
- Excel formulas on business sheetUnderstanding business sheet formula limitations.
- Review business sheets after VAT updateYou can review your business sheets and stock results to ensure VAT changes are correctly reflected in your reports.
- Business sheet fails to save dataFix missing sales data in financial reports.
- Remove the petty cash entry on the business sheetDelete petty cash transactions from financial records.
- Update business sheet with new location templateChange financial reporting templates
- Update till float and safe float figures in the Business SheetEdit the till float and safe float values in the Business Sheet to ensure accurate daily cash reporting and reconciliation.
- Add email to weekly business sheetManage business sheet report email recipients.
- Service charge and tips formula for the business sheetAdd automated tip and service calculations.
- Edit your business sheet layoutRequest custom business sheet modifications.
- Close a business sheetClosing a business sheet is a crucial step in finalizing transactions and maintaining accurate records.
- Find a variance on the business sheetIdentify sources of financial discrepancies.
- Close a business sheet with variancesWeekly Business Sheet closure process for financial variances
- Configure your business sheet for Eat Out to Help OutAdd government scheme to financial reports
Daily management
Sales and deposit management, and operational tasks.
- Create a manual saleAdd sales transactions directly in StockLink
- Perform bulk updatesPush configuration changes to multiple locations.
- Reopen a closed depositProcess for reopening previously closed customer deposits.
- Add wastage on EPoS ManagerRecord product wastage and spoilage.
- Add or amend a deposit on EPoS ManagerCreate customer deposits and payment records
- Set up wastage featuresConfigure product wastage tracking functions.
- Configure a new wastage reasonWastage reasons are essential for accurately categorizing and tracking inventory losses.
- Forfeit a depositUse the Forfeit Deposit function in EPOS Manager to remove duplicated or outdated deposits from the system.
- Refund a deposit on EPOS ManagerProcess deposit refunds in back office.
- Delete wastage entryRemove incorrect wastage records.
- Delete a depositRequest removal of customer deposits.
- Manual sales templateManage manual sales templates for quick entry.
- Location setup required for bulk updatesInitialize locations by setting proper location codes.
- Edit dashboardsCustomize dashboard widgets and layout with administrator rights