Easify V3 is no longer supported.

For continued support and to get the latest features we recommend that you upgrade from V3 to V4 as soon as possible.

NOTE: This help article refers to Easify Version 3 which is no longer supported.

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Loading and Saving EPOS Sales

There may be times when you need to save an EPOS sale before it is completed. Conversely you will need a means of loading back up any EPOS orders that have been previously saved.

One such scenario is where you have a queue of customers, and the customer at the head of the queue realises that they have "Left the wallet in the car" just as you have rung up all the items in the sale.  In easify this is no problem, simply save the order and continue to serve the other customers while the forgetful customer runs to their car.

Saving an EPOS Sale

To save an EPOS sale either press the F9 key on your keyboard, or click the Load / Save Order button.

The sale is immediately saved, and the EPOS window cleared ready for the next sale.

Loading an EPOS Sale

To load an EPOS sale either press the F9 key on your keyboard, or click the Load / Save Order button.

The Load Order window will open.

Here you will see a list of all the possible sales and orders that you can load into the EPOS system.

Note: The final column in this window displays the Easify username of the person that raised the sale. This is useful in identifying sales when you are running multiple tills with multiple users.

Not only can you load sales that were raised via the EPOS system, but you can also load up orders that were raised via the Quotes & Orders window in the back office. As long as an order is unpaid and in an active or complete status you can load it in the EPOS system.

Note: This is a great feature that means you can take orders by telephone using the Orders & Quotes window, and then take payment when clients collect their goods at the point of sale.


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