INTRODUCTION

Overview

Welcome to EasyPOS! EasyPOS is an all-in-one solution for your point-of-sale needs. It is designed to help you optimize your operations, stay compliant with BIR regulations, and increase productivity. EasyPOS is a user-friendly point-of -sale software that empowers businesses to efficiently manage sales, track inventory, and enhance the overall customer experience.

This user manual is your guide in using the EasyPOS system. It will walk you through the installation, setup and everyday use of software.

Hardware Specifications

• Processor: 12th Gen Intel Core i3
• Memory (RAM): 4GB-8GB RAM
• Storage: 256GB SSD
• Operating System
  : Windows 10 Pro

Note: Properly shutdown the computer to avoid damage to hardware and data corruption in the database.

Who Should Use This Manual?

This manual is designed for all users of the EasyPOS including business owners, administrators, cashiers, sales staff, and employees responsible for processing sales, managing inventory, and serving customers. You may find comprehensive details, step-by-step instructions, and best practices for using our POS system throughout this document.

GETTING STARTED

Login Page

• There are 2 types on how to login in EasyPOS.

• Login using username and password credentials.
• Login using card number or user code

• Users can also use the System Date or the Login Date. Configuration can be found on the EasyPOS settings page.

NOTE: Validation triggered on EasyPOS Login will protect the system from possible unauthorized accounts, so make sure to enter valid credentials.

System Menu Page

• Once login is successful, the user will be redirected to this page.

• Menu →  shows all features that users can use in the system.
• Item → where to set up items to be used for sales transactions. Users can add, edit, and delete.
• POS → where the users can do sales transactions.
• Sales Report → where users can see the sales reports.
• POS Report → where users can see the final sales report within the day. Also, this is where users can generate reports that are needed for BIR such as Z-Reading.
• Discounting → where to set up preferred discounts to give during the sales transactions with customers.
• Cash In/out → allows to keep track of incoming and outgoing payments.
• Remittance Report → where users can see the reports for Cash/In Out so with the Remittance report.
• Settings → where users can manage the functions of  EasyPOS such as enabling/disabling the EasyPOS features, Easy series integrations, printer setup, etc.
• Customer → where to set up customers to be used during sales transactions.
• Stock In → where to set up items that are onhand or available.

This module is disabled for client that has integration or EasyFS

• Stock Out → where to set up items that are not available in stock. Example, damaged items.

This module is disabled for client that has integration or EasyFS

• Stock Count → where to set up the physical number of stock.

This module is disabled for client that has integration or EasyFS

• Inventory Report → where users can see different inventory reports. Also, it allows users to keep track of the movement of the items.
• Utilities → where users can use the EasyPOS utilities such as barcode printing, truncate transactions, etc.
• System Tables →  where users can set up other useful modules for EasyPOS such as Pay Types, Accounts, Units, Supplier, Forms, Card Type, etc.