🎓 EZpos Tutorials

Sales · Products · Members · Discounts · Closing · Payroll · Documents · Multi-store
1️⃣ Selling at the terminal
  1. On the POS screen click «🟢 Open shift» and enter the cash float;
  2. Scan barcodes, or type name/code, or press F4 for the product list;
  3. Customer: type name/NIF/phone/card number in the customer field (or F4); members get auto discount;
  4. Change quantities, remove lines with ✕;
  5. «💳 Confirm payment» → check the total and method (cash/transfer/card/mixed) → «✅ Confirm»;
  6. The receipt prints automatically; for invoice/receipt switch the document type before paying and fill in the customer NIF.
💡 Shortcuts: F4 lists · C cash T transfer B card M mixed
💡 Customer wants to add more: «⏸️ Suspend» the sale, serve others, then «🧾 Suspended → Resume».
2️⃣ Products & stock
  • New product: Management → Products → ＋ New;
  • Edit: ✏️ button — change name/code, add extra barcodes (comma-separated) and wholesale minimum quantity (e.g. 24 bottles → auto wholesale price);
  • Import: Management → Products → Bulk import (Excel/CSV);
  • Purchases: Management → Purchases — goods in, updates average cost;
  • Wastage/damage: outbound registration with PDF;
  • Year-end stocktake: actual count → auto adjust → PDF for accounting.
3️⃣ Member cards
  1. Issue: Management → Members → ＋ Issue — card number + existing or new customer (name/NIF/phone) + fixed discount %;
  2. Use at POS: type the card number → recognised 💳 and discount applied;
  3. Spend total adds up automatically; 📋 shows purchase history;
  4. With full details, receipt or invoice can be issued directly;
  5. Enable/disable: ⏸/▶.
4️⃣ Discounts & holidays
  • Discount methods: Management → Users → «🎯 Discounts & calendar» section — switches: ✍️ manual / 💳 member / 🎉 holidays;
  • Who can discount: per user, «🔐 Permissions» (cashier default: member + holidays, no manual);
  • Calendar: «📅 Cape Verde holidays» button inserts official holidays; add promo days too (MM-DD yearly or YYYY-MM-DD one-off);
  • On the day: automatic discount; member/customer discounts pause (orange notice at POS).
5️⃣ Shifts & daily close
  1. Each shift: «🟢 Open shift» with cash float;
  2. «🔒 Close shift»: enter counted cash/card → automatic check (ok/surplus/shortage);
  3. Daily settlement: Management → Daily — summarises all shifts of the day, SALDO DIÁRIO PDF per terminal;
  4. All shifts must be closed first; you can delete and redo.
6️⃣ Payroll
  1. Management → Employees: add (monthly salary, INPS number, start date);
  2. Management → Payroll: pick month → ⚙️ Generate — calculates INPS (8.5%), advances, absences; add bonuses/leave;
  3. Net = base + bonuses + leave − INPS − absences − advances;
  4. Mark «Paid» → print payslip + receipt (archived PDF).
7️⃣ Documents & e-Fatura
  • Five types: receipt / invoice / receipt-form / invoice+receipt / quote; own numbering (TL/FT/RC/FR/OR);
  • Formal invoice: requires customer NIF (9 digits) + name + phone; full NIF auto-searches;
  • Receipts can be «converted» to invoices (no double stock) or voided (stock restored + Debit Note);
  • Uploaded documents can only be cancelled with a Credit Note;
  • Tax queue: Management → Queue — pending documents; offline they stay and auto-upload when online; «Send all» button;
  • Auto archive per type in separate folders (document centre).
8️⃣ Multi-store & cloud
  • Each store runs independently (local data, works offline);
  • Settings → ☁️ Sync: server + activation code → automatic sync;
  • Sales, settlements and customers upload to HQ;
  • HQ sees everything on a real-time web dashboard.
9️⃣ Videos
🎬
Videos in preparation
Installation · Sales · Member cards · Daily close
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