How To: Identify an EPOS Sales Order
Table Of Contents
This article explains how to determine whether a Sales Order was created through the Electronic Point of Sale (EPOS) system or entered directly through the back office.
There are several ways to identify an EPOS-generated order, depending on the information available to you.
Check the Sales Order Type
The quickest way to identify an EPOS order is from the [ Sales Orders | List ] screen.
The Sales Order Type column will display one of the following values:
| Sales Order Type | Description |
|---|---|
| ES | EPOS Sales Order |
| ERE | EPOS Return Exchange Note |
EPOS Return Exchange Notes
If the transaction is an ERE (EPOS Return Exchange Note), you can locate the associated Return Credit by:
- Right-clicking the exchange note.
- Selecting Goto > Goto Source Return Note.
- Opening the related Return.
- Clicking the Goto Credit Note button for the returned items.
This allows you to trace the complete transaction history for the exchange.
Check the Associated Reference
EPOS-generated transactions typically include an EPOS-related reference.
To verify this:
- Open the Sales Order or Return Exchange record.
- Review the associated reference information.
Note: This is often the easiest way to identify an EPOS transaction. If the associated reference is not an EPOS reference, the order was most likely created outside of EPOS.The main exception is Credit Notes that originate from EPOS Return Exchange transactions.
For more information about associated references, see Associated References.
Check the Database (Advanced)
EPOS transactions are also recorded in the EPOS database tables.
If required, a database query can be used to confirm whether a Sales Order exists within the EPOS tables.
Note: This method requires direct database access and the creation of a suitable data query.
Summary
An order is likely to have been created through EPOS if one or more of the following apply:
- The Sales Order Type is ES.
- The Sales Order Type is ERE.
- The associated reference contains an EPOS reference.
- The transaction exists within the EPOS database tables.
Using the Sales Order Type and associated reference is usually the quickest and most reliable method of determining whether a transaction originated from the EPOS system.