Welcome to EziPos! If you're currently running a business or just getting started while pursuing your passion, we're here to help you make accounting painless and easy.
Here's a quick guide to help you get up and running In Ezipos. Feel Free to jump to the relevant section, or Scroll through:
- First Add Opening Balance
- Create Customer
- Select Customer
- Quantity
- Tax
- Discount
- Tax For particular product
- Discount For Particular product
- Print Order of the Product
- Payment
- Return Order
- Hold Order
- Paid Order
All our tutorials are moderated by our expert Support specialists.
How do I Add Opening Balance?
After Login you will see the pop-up through which the opening balance is added.
![Balancesheet](/images/manuals/ezipos/balancesheet.png)
How does the Customer Created?
- Go to the Plus Icon
- For adding the Customer Click on Plus Icon
-
Fill the Details
- Enter the Name
- Enter the email address
- Enter the mobile no
- Enter the address
- Enter the balance
- Enter the discount
- Enter the giftcard balance
- Enter the credit limt
- Enter the notes.
- Click on Submit button
![login Page](/images/manuals/ezipos/login_new.png)
![login Page](/images/manuals/ezipos/registerform.jpg)
How does I select the Customer?
- Go to the Search Icon
- Select the customer we are looking for
![Balancesheet](/images/manuals/ezipos/Customer_3.png)
How does I select the Product?
- Go to the Main Category, click on drop down and select the main category of the product
- Secondly select the Sub category of the product
![Balancesheet](/images/manuals/ezipos/Product_5.png)
How do I fix the Quantity of the product?
-
Go to the editable box of the Quantity and enter the number of how much the Product required
OR - Go to the product and click on the image of product (no of time) how much the product required
![Balancesheet](/images/manuals/ezipos/Quantity_6_new.png)
How does the Tax is calculated for the total amount of the product?
- Go to order tax, click on it
- One pop-up will open, enter the no. of how much tax is there for the product
- Click on submit butto>
- You will get the Calculated Tax
![Balancesheet](/images/manuals/ezipos/OrderTax_9_new.png)
How does the Discount is calculated for the total amount of the product?
- Go to discount, click on it
- One pop-up will open, enter the no. of how much discount there for the products
- Click on submit button
- You will get the calculate Discount
![Balancesheet](/images/manuals/ezipos/DiscountPpup_8_new.png)
How does the Tax Calculated for the particular product?
- Go to the edit able text box of the Tax, of the particular product.
- Enter the tax.
- Tax will be calculater for the same product.
![Balancesheet](/images/manuals/ezipos/Tax_7_new.png)
How does the Discount Calculated for the particular product?
- Go the edit able box of the Discount, of the particular product.
- Enter the Discount.
- Discount will be calculated for the same product.
![Balancesheet](/images/manuals/ezipos/DiscountQty.png)
How does the order print of the product?
- Go to the button Print order, click on it.
- Click on Print, you will get the order print of product
![Balancesheet](/images/manuals/ezipos/PrintOrder(1)_new.png)
![Balancesheet](/images/manuals/ezipos/PrintOrder(2)_new.png)
How does the order put on Hold?
- Click on Hold button If you want to hold the item.
- Enter the reason in the pop up displayed text box.
- Click on submit button.
Please check the following screen
![Balancesheet](/images/manuals/ezipos/Hold.png)
![Balancesheet](/images/manuals/ezipos/Hold_10_new.png)
How does the payment process work?
- Click on payment button
- Fill the mandatory detials if any
- Click on Submit button
![Balancesheet](/images/manuals/ezipos/payment2.png)
How does the order returned?
Click on Return Order it will redirect to the return order page.Please check the Screen and follow the Step :-
- Enter the sales order no
- Click the Search button
- Select the status from the drop down
- Select the Refund Methods
- Note the Reason for the Return Order
- Add then click on submit
![Balancesheet](/images/manuals/ezipos/ReturnOrder(1)_new.png)
![Balancesheet](/images/manuals/ezipos/Return Order(2).png)
How does the hold order proceed to payment?
Click on Hold order, you will see the hold order pop up. Please Check the Screen and follow the step :-
- Click on Edit
- If you want to edit the Product details you can edit eg, Edit quantity, Edit Tax , Etc
- And Atlast you can go to Payment
![Balancesheet](/images/manuals/ezipos/HoldOrder_1.png)
![Balancesheet](/images/manuals/ezipos/HoldOrder.png)
How to view the Paid Order details?
Click on Paid Order Button you See the Paid Order Pop up. Please check the Screen and follow the step :-
- Click on View Action Button
- Click on Print or/ Click on Email
![Balancesheet](/images/manuals/ezipos/PaidOrder(2).png)
![Balancesheet](/images/manuals/ezipos/PaidOrder(3).png)