Sales orders, customers and reports

Steps

1. Orders lists every sale, from the POS and later from online ordering, PickMe or Uber Eats.
2. Customers holds every customer you create. You can import a list or add one here.
3. Reports covers ledger (credit sales), stock, profit & loss and sales.

Tip Need another report? Ask the ET Cloud team and they can add it. Gift cards and loyalty are in the same menu.

Transcript

Tap a line to play from there.

1. 0:03Gift cards and loyalty are also available here, whenever you want to use them.
2. 0:11This is where you see your sales orders.
3. 0:14Every order is listed here, whether it came through the POS or another channel, such as online ordering, PickMe or Uber Eats in the future.
4. 0:29This is where your customer data is kept. Every customer you create appears here.
5. 0:37You can import a list of customers, or add a new customer here.
6. 0:48Here are your reports.
7. 0:51There are ledger reports if you sell on credit, as well as stock reports, profit and loss, and sales reports, all in one place.
8. 1:02If you need other reports, let the ESOFT team know, and they can add them.