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Showing 103 templates

Epos Now Delete Average Product Sales Report

Delete related products or locations from average sales report

Delete related products or locations from average sales report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Average Product Sales Report
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Epos Now Delete Bookkeeping Report

Delete related data from book keeping report

Delete related data from the book keeping report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Bookkeeping Report
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Epos Now Update Bookkeeping Report

Book Keeping Report + Smart Data Updates

Fetch the Book Keeping report and update related records like products, customers, and staff. Great for tagging based on sales data or enriching records. Add filters and actions to build your own custom flow.

Action: Updates records in your connected platform
Data: Bookkeeping Report
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Epos Now Delete Brands

Delete Epos Now brands

This is a blank template to fetch and delete Epos Now brands. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Brands
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Epos Now Update Brands

Update Epos Now brands

This is a blank template to fetch and update Epos Now brands. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Brands
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Epos Now Delete Clocking

Delete related data from clocking data

Delete related data from the clocking data within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Clocking
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Epos Now Delete Clocking Type

Delete expired clocking types

Delete all clocking types that match your filters. Set the schedule to run daily automatically.

Action: Deletes records from your connected platform
Data: Clocking Type
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Epos Now Update Clocking Type

Update Epos Now clocking types

This is a blank template to fetch and update Epos Now clocking types. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Clocking Type
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Epos Now Delete Colours

Delete Epos Now colours

This is a blank template to fetch and delete Epos Now colours. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Colours
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Epos Now Update Colours

Update Epos Now colours

This is a blank template to fetch and update Epos Now colours. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Colours
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Epos Now Delete Container Fees

Delete Epos Now container fees

This is a blank template to fetch and delete Epos Now container fees. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Container Fees
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Epos Now Update Container Fees

Update Epos Now container fees

This is a blank template to fetch and update Epos Now container fees. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Container Fees
View template
Epos Now Delete Customer Addresses

Delete Epos Now customer addresses and/or related data

This is a blank template to fetch and delete Epos Now customer addresses and/or related data. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Customer Addresses
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Epos Now Update Customer Addresses

Update Epos Now customer addresses

This is a blank template to fetch and update Epos Now customer addresses. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Customer Addresses
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Epos Now Delete Customer Types

Delete Epos Now customer types

This is a blank template to fetch and delete Epos Now customer types. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Customer Types
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Epos Now Update Customer Types

Update Epos Now customer types

This is a blank template to fetch and update Epos Now customer types. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Customer Types
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Epos Now Delete Customers

Delete customers and/or related data

Delete customers and/or related data. Set the schedule to run daily automatically.

Action: Deletes records from your connected platform
Data: Customers
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Epos Now Delete Customers

Delete expired customers

Delete all customers whose expiry date has passed. Set the schedule to run daily automatically.

Action: Deletes records from your connected platform
Data: Customers
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Epos Now Update Customers

Add credit balance for customers who signed up at specific location(s)

Add credit balance to any customers who signed up at selected locations. Ideal for retrospectively adding credit to customer accounts.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Add loyalty points for customers who signed up at specific location(s)

Add loyalty points to any customers who signed up at selected locations. Ideal for retrospectively adding loyalty points to customer accounts.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Redact customer data by customer type

Redact customer data for all customers of the specified customer types

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Redact customer data for expired customers

Redact customer data for all customers whose expiry date has passed. Set the schedule to run daily automatically.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Redact customer data set number of days after sign up date

Redact customer data for all customers where it has been more than a set number of days after the sign up date. Set the schedule to run daily automatically.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Set the customer credit balance every night to a preset value

Set the credit balance on customer accounts that match your filters every day at a specified time. Ideal for setting daily credit for staff to use on-site.

Action: Updates records in your connected platform
Data: Customers
View template
Epos Now Update Customers

Set the max credit limit for customers based on customer type

Set a max credit limit on customer accounts based on their customer type. Ideal for setting the max credit limit for all customers who are assigned a particular customer type.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Update customer type based on sign up date

Update the customer type for customer who signed up more than a specified number of days ago

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Update customer type for expired customers

Update the customer type for all customers whose expiry date has passed. Set the schedule to run daily automatically.

Action: Updates records in your connected platform
Data: Customers
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Epos Now Update Customers

Update Epos Now customers

This is a blank template to fetch and update Epos Now customers. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Customers
View template
Epos Now Delete Daily Sales Report

Delete related products from the daily sales report

Delete related products from the daily sales report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Daily Sales Report
View template
Epos Now Update Daily Sales Report

Set min/max stock levels based on quantity sold in time period

This template fetches the sales data for the specified time period and automatically sets the min/max stock levels based on the quantity sold. You can choose if the min/max levels should be set to the quantity sold, or as a percentage of quantity sold.

Action: Updates records in your connected platform
Data: Daily Sales Report
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Epos Now Update Daily Sales Report

Update Epos Now products based on sales report

This is a template to update Epos Now products based on the sales report. Useful for tagging products based on sales data. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Daily Sales Report
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Epos Now Delete Device

Delete related data from devices data

Delete related data from the devices data. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Device
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Epos Now Delete Discountreason

Delete Epos Now discount reasons

This is a blank template to fetch and delete Epos Now discount reasons. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Discountreason
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Epos Now Update Discountreason

Update Epos Now discount reasons

This is a blank template to fetch and update Epos Now discount reasons. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Discountreason
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Epos Now Delete End Of Day Report

Delete related data from the end of day report

Delete related data from the end of day report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: End Of Day Report
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Epos Now Delete Locations

Delete Epos Now locations

This is a blank template to fetch and delete Epos Now locations. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Locations
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Epos Now Update Locations

Update Epos Now locations

This is a blank template to fetch and update Epos Now locations. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Locations
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Epos Now Update Locations

Update the email address for locations based on location area

Update the email address for locations based on the selected location areas. Ideal for updating the email address for all locations under a location area to the same email address quickly.

Action: Updates records in your connected platform
Data: Locations
View template
Epos Now Delete Popupnotes

Delete Epos Now pop up notes

This is a blank template to fetch and delete Epos Now pop up notes. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Popupnotes
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Epos Now Update Popupnotes

Update Epos Now pop up notes

This is a blank template to fetch and update Epos Now pop up notes. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Popupnotes
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Epos Now Delete Product Categories

Delete Epos Now product categories and/or related data

This is a blank template to fetch and delete Epos Now product categories and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Product Categories
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Epos Now Update Product Categories

Update Epos Now product categories

This is a blank template to fetch and update Epos Now product categories. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Product Categories
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Epos Now Update Product Categories

Update Epos Now product parent category

Update the parent category for all categories that match your filters

Action: Updates records in your connected platform
Data: Product Categories
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Epos Now Delete Product Compositions

Delete Epos Now product compositions and/or related data

This is a blank template to fetch and delete Epos Now product compositions and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Product Compositions
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Epos Now Update Product Compositions

Update Epos Now product compositions

This is a blank template to fetch and update Epos Now product compositions. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Product Compositions
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Epos Now Delete Product Location Area Prices V2

Delete Epos Now product location area prices

This is a blank template to fetch and delete Epos Now product location area prices. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Product Location Area Prices V2
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Epos Now Update Product Location Area Prices V2

Update product location area prices

Update product location area prices by absolute values or as a percentage

Action: Updates records in your connected platform
Data: Product Location Area Prices V2
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Epos Now Delete Product Stock

Delete products that are out of stock

Delete products that are out of stock. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Product Stock
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Epos Now Delete Product Stock

Delete related data from stock data

Delete related data from the stock data. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Product Stock
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Epos Now Update Product Stock

Add prefix to product name when out of stock

Add prefix to product name when the product is out of stock or drops below your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Change product button colour when in stock

Change product button colour on the till when the product is in stock or is above your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Change product button colour when out of stock

Change product button colour on the till when the product is out of stock or drops below your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Hide products from till when out of stock

Hide products from till when the product is out of stock or drops below your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Remove prefix from product name when in stock

Remove prefix from product name when the product is in stock or is above your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Set min/max stock for products where it is not set

Set the min/max stock levels for products where the min/max has not yet been set

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Show products on till when in stock

Show products on till when the product is in stock or is above your specified quantity

Action: Updates records in your connected platform
Data: Product Stock
View template
Epos Now Update Product Stock

Update Epos Now stock levels

This is a blank template to fetch and update Epos Now stock levels. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Product Stock
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Epos Now Delete Products

Delete archived products

Delete all archived products. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Products
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Epos Now Delete Products

Delete Epos Now products and/or related data

This is a blank template to fetch and delete Epos Now products and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Products
View template
Epos Now Integrations Products

Epos Now product feed for Klaviyo

Automatically create a live product feed from Epos Now that Klaviyo can use for product recommendations, upsells, and dynamic email content.

Action: Connects with external systems
Data: Products
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Epos Now Update Products

Archive products by brand

Archive products to clean up your back office for the selected brands

Action: Updates records in your connected platform
Data: Products
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Epos Now Update Products

Archive products by category

Archive products to clean up your back office for the selected categories

Action: Updates records in your connected platform
Data: Products
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Epos Now Update Products

Archive products by order code

Archive products to clean up your back office for the order codes that match your filter

Action: Updates records in your connected platform
Data: Products
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Epos Now Update Products

Archive products by supplier

Archive products to clean up your back office for the selected supplier

Action: Updates records in your connected platform
Data: Products
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Epos Now Update Products

Hide products on till at selected time of day

Hide products on till at the specified time of day for selected categories. Great for hiding products available on the till based on time of day, such as a breakfast menu.

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Show products on till at selected time of day

Show products on till at the specified time of day for selected categories. Great for making products available on the till based on time of day, such as a breakfast menu.

Action: Updates records in your connected platform
Data: Products
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Epos Now Update Products

Update Epos Now products

This is a blank template to fetch and update Epos Now products. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products button colour based on category

Update products button colour based on the category the products are assigned to.

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products button colour based on price

Update products button colour based on the product price

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products button colour based on suppliers

Update products button colour based on the product suppliers

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products cost price based on category

Update products cost price based on category by absolute values or as a percentage

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products cost price based on supplier

Update products cost price based on supplier by absolute values or as a percentage

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products selling price based on category

Update products selling price based on category by absolute values or as a percentage

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Update Products

Update products selling price based on supplier

Update products selling price based on supplier by absolute values or as a percentage

Action: Updates records in your connected platform
Data: Products
View template
Epos Now Delete Products Catalogue

Fetch from the product catalogue and delete related data

This is a blank template to fetch products from the catalogue and delete Epos Now products and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Products Catalogue
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Epos Now Delete Purchase Orders

Delete related data from purchase orders

Delete related data from purchase orders. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Purchase Orders
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Epos Now Delete Purchase Orders Items

Delete related data from purchase order items

Delete related data from purchase order items. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Purchase Orders Items
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Epos Now Update Purchase Orders Items

EN purchase orders – update related data

Fetch the EN purchase orders and update related data such as products, staff and suppliers.

Action: Updates records in your connected platform
Data: Purchase Orders Items
View template
Epos Now Delete Refundreason

Delete Epos Now refund reasons

This is a blank template to fetch and delete Epos Now refund reasons. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Refundreason
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Epos Now Update Refundreason

Update Epos Now refund reasons

This is a blank template to fetch and update Epos Now refund reasons. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Refundreason
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Epos Now Delete Role

Delete Epos Now staff roles

This is a blank template to fetch and delete Epos Now staff roles. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Role
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Epos Now Update Role

Update Epos Now staff roles

This is a blank template to fetch and update Epos Now staff roles. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Role
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Epos Now Delete Sales By Employee Report

Delete related data from sales by employee report

Delete related data from the sales by employee report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Sales By Employee Report
View template
Epos Now Update Sales By Employee Report

Sales by Employee Report + Staff Updates

Fetch the Sales by Employee report and update related staff and staff role records. Great for tagging or enriching based on performance. Add filters and actions to build your own custom flow.

Action: Updates records in your connected platform
Data: Sales By Employee Report
View template
Epos Now Delete Sales Summary Report

Delete related data from sales summary report

Delete related data from the sales summary report within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Sales Summary Report
View template
Epos Now Delete Seating Areas

Delete Epos Now seating areas and/or related data

This is a blank template to fetch and delete Epos Now seating areas and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Seating Areas
View template
Epos Now Update Seating Areas

Update Epos Now seating areas

This is a blank template to fetch and update Epos Now seating areas. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Seating Areas
View template
Epos Now Delete Staff

Delete Epos Now staff members and/or related data

This is a blank template to fetch and delete Epos Now staff members and/or related data. Add filters and actions to build you own custom flow.

Action: Deletes records from your connected platform
Data: Staff
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Epos Now Update Staff

Update Epos Now staff members

This is a blank template to fetch and update Epos Now staff members. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Staff
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Epos Now Delete Stock Transfer Reason

Delete Epos Now stock transfer reasons

This is a blank template to fetch and delete Epos Now stock transfer reasons. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Stock Transfer Reason
View template
Epos Now Update Stock Transfer Reason

Update Epos Now stock transfer reasons

This is a blank template to fetch and update Epos Now stock transfer reasons. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Stock Transfer Reason
View template
Epos Now Delete Suppliers

Delete Epos Now product suppliers

This is a blank template to fetch and delete Epos Now product suppliers. Add filtersas needed to build you own custom flow.

Action: Deletes records from your connected platform
Data: Suppliers
View template
Epos Now Update Suppliers

Update Epos Now product suppliers

This is a blank template to fetch and update Epos Now product suppliers. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Suppliers
View template
Epos Now Delete Tables

Delete Epos Now seating tables and/or related data

This is a blank template to fetch and delete Epos Now seating tables and/or related data. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Tables
View template
Epos Now Update Tables

Update Epos Now seating tables

This is a blank template to fetch and update Epos Now seating tables. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Tables
View template
Epos Now Delete Tabs

Delete related data from tabs

Delete related data from tabs such as customers and transactions. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Tabs
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Epos Now Delete Taxgroups

Delete Epos Now tax groups

This is a blank template to fetch and delete Epos Now tax groups. Add filters to build you own custom flow.

Action: Deletes records from your connected platform
Data: Taxgroups
View template
Epos Now Delete Transactions

Delete on-hold transactions older than specified no of days

Delete on-hold transactions older than the specified no of days. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Transactions
View template
Epos Now Delete Transactions

Delete ordered transactions older than specified no of days

Delete ordered transactions older than the specified no of days. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Transactions
View template
Epos Now Delete Transactions

Delete transactions and/or related data

Delete transactions and/or related data such as customers and staff within a given date range. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Transactions
View template
Epos Now Update Transactions

Update Epos Now transactions

This is a blank template to fetch and update Epos Now transactions. Add filters and actions to build you own custom flow.

Action: Updates records in your connected platform
Data: Transactions
View template
Epos Now Delete Transactions Item

Delete related data from transaction items

Fetch transaction items and delete related data such as products, customers and more. Set the schedule to run daily automatically or run manually when needed.

Action: Deletes records from your connected platform
Data: Transactions Item
View template
Epos Now Update Transactions Item

EN transaction items – update related data

Fetch the EN transaction items and update related data such as products, staff and suppliers.

Action: Updates records in your connected platform
Data: Transactions Item
View template

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Templates built for Epos Now so you can get started fast.

65+ data types

Work with products, customers, transactions, stock, staff and more.

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