Make A Sale (EPOS)

To create a customer account using the EPOS, follow these steps:

1. On the SaleInProgress.aspx page, click the Customer Account button in the lower-left corner of the EPOS:
   
2. Click the New Customer button:
   
3. Enter the following details in the Customer Signup window:
   
4. Click the Create Account button.

Notes

• The customer will need to enter their full details during a later checkout process via IRP Shopper.
• Customer accounts created via EPOS are assigned a random, temporary password which can be emailed to the customer's email address using the 'EPOS Account Setup' System Email. This email content should be configured to include the $$CustomerPassword$$ placeholder which will be used to supply the customer with their temporary password for later usage.
• Customer accounts signed up via EPOS will subsequently be assigned to an active and available Points Loyalty Scheme for the shipping country in which the EPOS till is situated. Loyalty points will then be rewarded upon placement of the EPOS order which can then be redeemed both in-store via EPOS or via IRP Shopper using the customer's newly-created customer account.

You can make a sale either by using a barcode scanner, typing in the barcode or by searching for a product using the Search bar.

To make a sale, follow these steps:

1. Scan the items into the EPOS. They will be displayed in a list on the left side of the screen. As described in the overview article, you can click an image to see a Product Information popup window. When you select items they will appear on the right. Each item that you add will automatically scroll to the bottom of the list.

2. Check that you have entered all items.
3. To look up a customer's email address – or to check whether the customer already has an account – click the Customer Account button in the lower-left corner of the EPOS:
   
4. Click the Existing Customer button:
   
   Enter the customer's email address and click the Search button. The customer's details are shown at the bottom of the screen:
   
   Note: If you need to create a new account for a customer, see How to Create a Customer Account Using the EPOS).
5. You now have several options:
   • Tender Sale: This takes you to the payment screen.
   • Park Sale: See the Park Sales help topic for details.
   • Void Sale: This removes all items and cancels the sale. You will be asked to confirm that you want to make the sale void (‘Are you sure you want to void this sale, and start a new one?’).
   • Issue Discount: See the Issue Discounts help topic for details.
6. You can now proceed to tender the sale. You have four options:
   • Pay by cash
   • Pay by card
   • Pay by cheque
   • Redeem or pay by voucher
   You can also combine payment methods to pay for a sale. For example for a sale totalling £40, £20 could be paid by voucher and £20 could be paid by cash. Or £20 could be paid by card and £20 could be paid by cash.
   
7. When the sale amount has been met, the EPOS will calculate change if it is required. You should then click the Complete Sale button. This will prompt the system to print the sale receipts — see the Receipts help topic for details.

Loyalty points can be rewarded and redeemed using the IRP EPOS. In this way, Points Loyalty Schemes can be used interchangeably between your web store and your physical store. This is achieved via the use of customer accounts.

When making a sale, you can use the Customer Account function on the EPOS to view the customer's loyalty points, for example:

Proceed as follows:

1. For a product-based loyalty scheme transaction, click the 'Buy Product With Points' button to use the customer's loyalty points:
   The following window appears:
   
2. Select the number of items and click Apply Points.
3. For a basket-level loyalty scheme transaction, click the 'percentage' button (above the Void button):
   The following window appears:
   
4. Click By Loyalty Points. The following window appears:
   
5. Enter the number of points the customer would like to use.
6. Click Update.

When the points are applied, the cost of the item is adjusted accordingly:

Both the customer and retailer copy of the receipt will show the 'Points Spent' and 'Points Earned' details. In addition, if you have configured your 'EPOS Receipt Site Email' correctly, the customer's points will be shown there also.