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Using Templates on Epos Now

Once you have defined a template in Slynk, set its status to Published and select Save & build. It is then ready to use in the app.

You can use the Order Templates app in three places:

  • Epos Now back office
  • The till
  • The Slynk dashboard

The Slynk dashboard uses the same app flow as back office mode.

Back Office​

To use the app in the Epos Now back office:

The Epos Now Apps menu with Order Templates listed

  1. Login to the Epos Now Back Office
  2. Select Apps from the left hand side menu
  3. Select Order Templates from the list

In back office mode, the app always shows the transaction list first. When you click Print, you then choose which published template to print.

Dashboard​

You can also open the Order Templates app from the Slynk dashboard.

Open App and Templates in the Order Templates navigation
  1. Log in to the Slynk dashboard
  2. Open the Order Templates app card
  3. Select Open App
  4. Search or select the transaction you want
  5. Click Print
  6. Select the published template you want to print

When the app is opened this way, it runs in back office mode. That means it always shows the transaction list first, then prompts you to choose the template to print.

Till​

To use the app on the till:

  1. Click on the menu button at the top left of the till
  2. Select Settings
  3. In the Till tab, switch on the Show two rows of action buttons setting

Epos Now appearance settings with two rows of action buttons enabled

  1. In the Additional tab, on the Action Buttons section, switch on the Order Templates setting

Epos Now Additional settings with the Order Templates action enabled

On the till, the action taken after you open Order Templates depends on the Open App action setting in the Slynk dashboard.

Those options are:

  • Show transactions list
  • Open last transaction and choose template
  • Open last transaction with default

To change this behaviour, open the Order Templates app in the Slynk dashboard, choose Settings, then update Open App action.

Order Selection​

In the order selection screen, the last 5 orders are shown by default. You can then select which order you want to print.

The Order Templates order selection screen with filters and recent orders

1. Customer Filter

The orders can be filtered for specific customer IDs, only in the back office. To obtain a customer ID, go to Epos Now, then Management > Customers, and click on details for the selected customer.

You can then obtain the customer ID from the URL in the browser.

Example: https://www.eposnowhq.com/Pages/BackOffice/CustomerDetails.aspx?CustomerID=1398681

2. Sales Person Filter

Select whether to filter the orders by the user currently logged in.

3. Device Filter

Select whether to filter the orders taken on the till being used.

4. Number of Results

Select the number of results to return. The larger this number, the longer it takes to retrieve all the data.

5. Refresh List

Click to load the orders that match the filter criteria above.

6. Select & Print

Select the order and go to the template selection screen.

7. Menu Button

This is the menu button to navigate through the app.

Template Selection​

Once an order has been selected, you can then select the template to print.

The Order Templates template selection screen

1. Select Template

Click the template that you want to print. Once clicked, the template is printed.