EPOS Form Registration

A Tax, that can either be defined as a percentage or a fixed value, can be added to Departments and Products to set the final selling price of the Product. By default we will create the following Taxes:

• Standard Rate 20% (Tax Identifier for the receipt - V)
• Reduced Rate 5% (Tax Identifier for the receipt - R)
• Zero Rate 0% (Tax Identifier for the receipt - Z)

In the unlikely event that additional tax codes are required, please complete the following table

The Tax Identifier is used on the Customer receipt to show which taxes are applicable to each item.

Only a single alphanumeric or special character is allowed.

Staff Members are able to use your Register(s) to perform transactions in the trading locations that they are assigned to. Staff Members can either be Supervisors or POS Users, their abilities will depend on the permissions that are given to them in the relevant profile.
Please read the following explanations:

• Available in CRM Calendar. Only applicable to Plus licence users. When set to “YES” the Staff Member will be visible in the CRM Calendar and allow appointments to be created against them. When set to NO the Staff Member will not appear in the calendar.
• Commission Rate. The Commission Rate is a multiplier used to work out each Staff Members Commission, for applicable products. As an example, selling a product with a 10% Base Commission
  • if the Commission Rate is set to 1 they will receive the full 10%
  • a Commission Rate of 0.5 will give half (5%)
  • a Commission Rate of 2 will give double (20%).
• Manage Products Locally. When set to YES, the Staff Member will be able to Create, Edit and Disable products directly from the Stock screen of the Register Client. This overrides the Access Stock permission set in the Config Profile.
• Stores. Please specify if team members are only associated with certain locations (as specified earlier).
  PIN. Each team member will use a 4-digit PIN code to log on to Register. Please have the 4-digit PIN ready when you to create the users
• Staff Code. If you do not use staff codes, please leave blank The onboarding team will create you as a user in the Register Portal. Once you have access you will be able to create your team as users. To create team members, you will need to collate and have ready the following information:

Information Needed for You to Create your Team in Register

• First Name
• Last Name
• Date of Birth (DD-MM-YYYY)
• Staff Code (optional)
• PIN
• Role
• Available in CRM (Plus licence only)
• Comission Rate
• Manage Products Locally
• Valid for Store(s)

A Portal User is given access to your Portal either as an Administrator, without restrictions, or as a User, who will only have access to your Reports. For the Username, it is advisable to use "Email" type names such as "[email protected]".

Passwords are min of 8 characters and must contain lowercase, uppercase and a number. The onboarding team will create you as an Administrator in the Portal. Once you have access, you will be able to create your team members. To create Portal team members, you need to collate and have ready the following information.

• First Name
• Last Name
• Username
• Password
• Role (User / Administrator)

The on-boarding team can import products or services that you sell into the Register system. First, we will need your Department/Categories groups, then we will need your products to put in them. Departments are product categories like your website arranged by service, manufacturer, supplier or type. Register uses Departments to group the Products in your Store(s), this allows a more efficient way of visually categorising the Products on the Register's Browser (Not applicable to the Lite version). This could also be a menu, services list or price list. If you have not already done so, please complete and return the product import template to [email protected], which can be found here:

Download here