System administration
EPoS Manager: System configuration, maintenance, and administrative functions.
By Jon and 1 other2 authors160 articles
System configuration
System settings and location management.
- Create or edit an adjustmentConfigure discounts, surcharges, and promotional adjustments
- Till running out of disk spaceResolve terminal storage capacity issues
- Resend Fourth dataRequest retransmission of data to Fourth system.
- Update the VAT following the VAT changeImplement tax rate changes across the system
- Map printers within KP optionsLink kitchen printers to specific stations
- Send POS updates from EPOS ManagerSend configuration changes to terminals.
- Create the main keyboardDesign main menu layouts for terminals.
- Resend salesResend or retransmit sales data to EPOS Manager for processing and reconciliation.
- Adjust VAT calculations on transactionsRecalculate monthly VAT by correcting daily totals and fixing PLU settings.
- Payment card not detected at the tillWhere to check if non-payment cards aren’t registering at the till.
- Integration informationRequest third-party integration details.
- Input closing stockEnter physical stock counts and close periods.
- Add custom Media to keyboardCreate and configure a new media item to integrate it into your keyboard or payment terminal settings.
- Print and review sales transactions via EPOS ManagerAccess historical transaction records and receipts
- Upgrade EPOS ManagerEPOS Manager needs to be upgraded to a newer release to ensure compatibility and access to the latest features.
- Add a function to the function barYou can configure and assign new functional buttons to terminal keyboards within the EPOS system in a few easy steps.
- Amend CSV export fileModify closed cash management data.
- Resend sales data from EPoS Manager to Procure WizardRequest retransmission of sales data to procurement system
- New location needs configuration for Fourth data exportConfigure data export mapping for new locations.
- Edit rows and columns on the cash declarationCustomize cash declaration layout options.
- Transaction listView completed terminal transactions
- Upload budgets to the EPoS Manager systemSet up business calendar and budget entries.
- Create a new modifierSet up product size and quantity modifiers.
- Create a simple adjustment or promotionUse wizard to create discounts and promotions
- Create a supplier in EPOS ManagerAdd new supplier accounts for ordering.
- Update stock opening figuresAdjust initial stock count values.
- Edit room bookingsModify hotel room reservations and charges.
- License error for the newly added location in EPOS ManagerRequest license activation for new locations.
- Menu data not appearing in EPOS ManagerFix missing menu options by assigning user roles.
- Ensure the till is syncing with Epos ManagerYou can check if your tills are properly communicating with Epos Manager to ensure data is syncing and updates are being received.
- Set up a timed eventConfigure automatic time-based system changes.
- Manage and remove purchase ordersCancel existing purchase orders.
- Create a new functionAdd custom functions for terminal operations.
- Create a new purchase orderGenerate supplier purchase orders
- Delete a transferRemove stock transfer records.
- Search for a purchase orderLocate existing purchase orders.
- Transfer inventory across locations using EPOS ManagerRecord inter-location stock movements.
- Configure media for standalone card terminalsConfigure media for standalone card payment types.
- Update the date on the incoming stock transferYou can correct the date on an incoming stock transfer to maintain accurate inventory records and reporting.
- Enter cash declarationRecord daily cash and card takings.
- Adjust the stock take item listManage products included in stock counts.
- Remove a room settlementRequest removal of hotel room charges.
- Adjustment failing to triggerFix adjustments blocked by seating area or location settings.
- Create a new VAT rateAdd custom tax rates to system.
- Fix duplicate recordsOccasionally, records may duplicate within the system.
- Clarify Global Flags configuration optionsClarification on the meaning and function of specific settings within the Global Flags section.
- Create a business calendarSet up fiscal periods and weeks
- Reset sales figures before launchRequest complete sales data reset before go-live
- Manage export settings for Fourth integrationModify or disable Fourth system data exports
- Manage complementary codesConfigure and maintain codes that link add-on items to main products.
- Hide or remove media from the custom cash declarationCustomize cash declaration payment types
- Unable to view or upload till the screensaverI am unable to view or upload a screensaver to the till.
- Password policyConfigure password strength and expiry rules.
- Set up auto order number allocationConfigure automatic order numbering system
- Stop loyalty details appearing on customer receiptsDisable loyalty balance on receipts.
- View invoices for a supplierAccess supplier invoice history.
- Update the business address on receiptsUpdate receipt header address information.
- Create or edit petty cash reasonsManage petty cash category codes.
- Duplicate terminal messageFix duplicate ECR number errors.
- Export customer data from EPOS ManagerExtract customer database to Excel.
- Set up Guestline Post for guestsConfigure hotel room charging integration
- Manage recipes within EPOS ManagerCreate product recipes for stock tracking.
- Find location ID detailsLocate site identification codes for integrations.
- EDI data is not being transferredTroubleshoot electronic data interchange failures.
- Edit Loyalty Points for a CustomerYou can manually update loyalty points by accessing the Customer Loyalty section within EPOS Manager.
- Set up vouchersConfigure voucher system implementation.
- Add a new till to the cash declarationEnsure a newly installed till appears in your cash declaration reports, including setup steps and system configuration requirements.
- Create a deliveryYou can create a new delivery from both the ordering overview screen and the deliveries screen.
- Create an adjustment groupSet up an adjustment group to manage and categorize price changes, discounts, or modifications for specific products or areas in StockLink.
- Stop kitchen messages from being printed on billsHide zero-value items from receipts.
- Integrate click and collect platform with Access EposProper configuration ensures that your digital menu reflects your in-store offerings.
- Update the background image on your interfaceUpload custom login screen background images.
- Manage and remove message centre alertsYou can use the Delete option in the Message Centre to remove unwanted or outdated messages and keep your inbox organized.
- Delete an adjustmentUnderstanding why adjustments shouldn't be deleted.
- Find a backup of the PosLink programEmail backup copies of terminal programs.
- Create a prompt for a refund reasonCreate a request form for processing refunds that includes predefined selectable reasons for the return.
- Historical sales data needs clearing before the site goes liveRequest pre-launch data deletion
- Employee details are not displayed during clock-in/outSet up employee records for time tracking.
- Prevent closing stock being entered twiceAvoid duplicate stock count entries
- Set supplier orders to display the final total onlyConfigure purchase order total display.
- Adjust the cooking times on a KVModify kitchen video cooking time settings.
- Activate a location licenseTo license a location, navigate to the Licensing section in EPOS Manager and follow the prompts to activate the required site.
- Configure kitchen video screen mappingTo ensure the Kitchen Video (KV) screen appears correctly in the terminal configuration, it must be mapped within the KV options.
- Set up the expiry date for all gift cardsConfigure gift card validity periods
- Terminal restriction not updating on tillsFix clerk terminal access limitations
- Session overview and functionalityUnderstanding trading period definitions.
- Update card terminal names in cash declaration reportsTo ensure accurate reporting and easier reconciliation, you may need to update the names of card terminals as they appear in cash declaration reports.
- Copy site adjustments to multiple locationsReplicate configuration adjustments from one site to multiple other locations within the system.
- View the recipe listView the full list of recipes.
- Include or exclude items from adjustmentsTo include or exclude specific items in your adjustment, use the filters in EPOS Manager during the adjustment setup.
- Resend Acteol data from EPOS ManagerRequest Acteol data synchronization.
- Unable to update keyboardResolve overlapping keyboard button issues
- Process a delivery without a linked purchase orderYon can process supplier deliveries without pre-existing purchase orders, in a few easy steps.
- Personalise card machine receipts with additional informationContact card provider to customize card machine receipt information.
- Amend the room invoice templateUpdate the room invoice template to reflect changes in layout, branding, or billing details for guest charges.
- Clock-In information fails to export to Access PeopleClock-in information is not successfully exporting to Access People, causing potential discrepancies in attendance records.
- Database disabledTroubleshoot database communication and timeout issues in EPOS Manager.
- Update pub name in EPOS ManagerUpdate location name in EPOS Manager system settings.
- Additional suppliersAdd alternative suppliers to products in stock maintenance.
- Configure orders to deliver the following daySet a rule to default delivery to next day, or two days if after 15:00.
- Set up a loyalty cardCreate customer loyalty cards and assign points in system
- Supplier lockedUnlock supplier records to enable ordering and transactions
- Upload a batch of voucher codes into EPOS ManagerBulk upload voucher codes requires database import service
- Transfer cash between locationsTransfer cash between locations and track in business sheet
- The email option is grey on purchase ordersEnable email functionality for purchase orders in location settings.
- Exclude location from daily sales export to Procure WizardStop specific locations from daily sales exports to Procure Wizard.
- Hide messages in the message centreCustomize message centre display in user settings.
- Remove unused site from EPOS ManagerMark locations as closed rather than deleting for data retention
- Enable receipt tax detailsDisplay tax details on customer receipts through tax rate settings.
- Control sales timing for specific itemsCreate timed events to restrict PLU sales at specific times.
- Delete a saved delivery when the delete button is inactiveI have a saved delivery I want to delete, but the Delete button is inactive.
- Ledger mediasError appears because no media is set as Available for Ledgers at this location. Set one to proceed.
- Manage message centre content on the EPOS homescreenItems in the Message Centre on the EPOS Manager homescreen cannot be manually deleted.
- See the entire revenue for a specific day of the week for a period of timeGenerate comparative daily revenue reports for specific weekdays
- View full ledger breakdownView complete ledger transaction details through ledgers report.
- Card payment activity reportTrack card payment details through Daily Operations Report
- Add gift card reasonsAdd custom gift card transaction reasons in codes maintenance.
- Amend a primary groupRename primary groups and update business sheet descriptions.
- Update the scheduled time for automated emailsYou can set or adjust the scheduled time for automated email reports to ensure, in a few easy steps.
- Copy keyboard layout and settingsDuplicate an existing keyboard configuration to another device or user profile.
- Hide zero stock movementsHide zero quantity movements in stock result reports.
- EPoS Manager dashboard overviewAccess real-time sales data and performance metrics from dashboard.
- Function bar not reflecting condiment list changesThe Functionbar condiment lists in EPOS Manager aren't updating correctly.
- Permit only one part of EPOS ManagerConfigure selective access permissions for EPOS Manager areas
- Edit names in the cash declarationEdit cash declaration section names in codes maintenance.
- Disable biometric fingerprint readersTurn off fingerprint readers on terminals through external devices.
- Turn off advice slips for WorldPayStop duplicate advice slip printing on card transactions
- Adjustment removed after pressing Print BillPrevent adjustments from being removed when printing bills
- Delete a complementary entryRequest removal of complementary entries from business sheet.
- Disable receipts for Pepper tab paymentsTurn off automatic receipt printing for tab payments.
- Global flags transaction number does not resetUnderstand continuous transaction numbering across End of Day report.
- Adjust the safe amount to zero when the site is closedClear safe float amounts when location not trading.
- Enable inclusive food and beverage in GuestlineConfigure timed events for inclusive room packages.
- Manage recipes from a central locationCentralize recipe management across all locations.
- Discrepancy in order-at-table and payment media recordsClick & Collect orders are not aligning with corresponding Stripe transactions.
- Split payment function malfunctioningFix split bill issues by enabling advanced split type.
- Sales breakdown by seating areaView sales breakdown by seating area in POS reports.
- Add transfer reasonsCreate stock transfer reason codes in system maintenance.
- Restore archived internal ordersLearn whether archived internal orders can be reopened and what steps are required if restoration is possible.
- Use carriage returns in keyboard button textAllows line breaks in button text to improve readability and layout on the keyboard interface.
- Change the customer code numberUpdate the customer code number to reflect new account details or correct existing information in the system.
- Edit KV terminal description settingsEdit Kitchen Video screen display names.
- Include media in CID reporting totalsConfigure media types for CID total reporting.
- Live sales overviewMonitor real-time sales data with drill-down capabilities.
- Logout occurs when the table is storedPrevent automatic logout when storing tables.
- Room ManagementManage room bookings, check-ins, and billing processes.
- Search feature in recipes is not workingUse Ctrl+F for recipe search functionality.
- Manage stock requisition requestsResolve missing products in stock count results.
- Stop refunds from routing to the kitchen printerDisable refund printing on kitchen printers
- Support hoursSupport availability hours and contact information.
- Update dashboard display locationYou can view data from different locations on the same dashboard, in a few easy steps.
- Create an order balance group for the kitchen video systemConfigure kitchen video order balancing for workflow optimization
- Enable access to edit and create dashboardsGrant dashboard editing permissions to users.
- Global flags adjustments are calculated on the individual bill splitConfigure adjustment calculations for split bills.
- Select a different dashboardSwitch between available dashboard views.
- Select multiple dashboard locationsView combined data from multiple locations.
- Set a default dashboardConfigure default dashboard view preferences.
- Create a new locationLet us know if you need to create a new location.
- Create a three course set cost adjustmentSetting up seasonal menu deals and course-based pricing
Data management
Database management including imports and backups.