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Documentation

1.Order Templates #

This section is for the Order Templates App.

1.1.Watch The Demo #

Watch the video demonstrating how to use the Slynk dashboard and the Epos Now app.

 

1.2.Get Started #

Create your account on Slynk and make sure you have an active subscription to our Epos Now Order Templates service.

Ensure that you have our app installed in your Epos Now System. If it is not yet installed, please request installation from Epos Now.

Once your Slynk service is active and the app is installed in Epos Now, we are ready to link the two systems.

 

 

1.4.Working With Templates #

We are now ready to start creating your templates.

Login to your Slynk account and go to the app.

Select Epos Now > Order Templates from the menu on the left hand side of the screen.

1.4.1.Manage Templates #

The image below shows the main screen of the Order Templates app.

  1. Active Templates Count

    Shows how many active templates you have used in your subscription.

    You can have as many templates as you like in your account, but only a certain number of active/published templates to use within Epos Now depending on your subscription plan.

  2. My Templates

    Shows a list of all the templates in your account.

  3. Template Title

    The name of your template. This is the name that the template is referred to as in Epos Now, so choose the name carefully so that it is easily identified. Clicking on the title will open this template for editing.
  4. Template Status

    This shows whether the template is in draft of published status

  5. Template Creation Date

    This shows the date and time when the template was created

  6. Template Updated Date

    This shows the date and time when the template was last updated

  7. Default Template

    This shows whether the template is the default template. You can only have one default template. Click on the star icon to set a template as the default. This is used in conjunction with the Default Action Button Setting (see 10)

  8. Duplicate Template

    You can create a duplicate of an existing template by clicking this icon.

  9. Delete Template

    Click on this icon to delete the template. Please be careful with this function as deleted templates cannot be recovered.

  10. Default Action Button Setting

    When the action button is pressed on the till, this setting defines what happens. There are three options:

    a. Show order list
    This will show a list of the 5 most recent orders on the till

    b. Select template with last order
    Automatically select the last order on this till and allow the user to select one of the active templates to print. This is useful when you have multiple active templates.

    c. Print last order with default template
    Automatically select the last order on this till and print the default template

  11. Create New Template

    Click on the + icon to create a new template. You can pick a starter template from our gallery, or start with a blank canvas.

1.4.2.Add a Template #

  1. Add New Template
    Click on the blue plus button at the bottom right of the main screen. This will open up the add template screen.
  2. Select Starting Point
    You can choose to start with a completely blank canvas, or choose one of the ready made templates to use as a starting point. Click on the image to view a preview of the template, or click on USE TEMPLATE to create your template.
  3. Edit Template
    You can now start customising your template.

1.4.3.Edit Template #

On the edit screen, the template content is defined, the layout is setup and  a preview using live data from eposnow can be viewed.

  1. Content & Settings Main Tab
    This tab has all the settings for defining the size and content of the template.
  2. Layout Main Tab
    This tab has the layout editor. It is used to position all the elements on the template.
  3. Preview Main Tab
    Once the content and layout is defined, this tab can be used to load your template with live data from Epos Now so that you can preview what the template will look like.

1.4.3.1.Content & Settings #

The content and settings tab has all the settings for defining the size and content of the template.

Please note that if you are creating the template for the first time, or if you have added/deleted some content, then you must save before the elements are updated in the layout editor.

  1. Document Settings
    Define the paper size, spacing and template status
  2. Fonts & Colours
    Define the fonts and colours to use in the template
  3. Table Styling
    Define the styling of any tables used in your template
  4. Text Fields
    Set the content of any text fields used in your template
  5. Image Fields
    Set the content of any image fields used in your template
  6. Epos Now Fields
    Define which Epos Now fields you would like to use in your template
  7. Spacers
    Define any spacers that you would like to use in your template
  8. Footer
    Define the content of the footer. Please note that for ‘standard’ document types, the footer is only shown at the bottom of the first page. For ‘ticket’ document types, the footer is shown at the bottom of each ticket.

1.4.3.1.1.Document Settings #

  1. Status
    Set the status to published when you are ready to make your template available for use in the Epos Now system. Leave it in draft status if you would like to continue working on the template without making it available to Epos Now yet.
  2. Type
    If you would like to create one page per order item, then select ticket as the type. If you have 3 items in the order, then 3 pages will be printed out for this template.

For all other fields, see the image above showing each setting visually.

IMPORTANT

Please note that it is very important to set the Paper Width and Height accurately for the paper type you will be printing on in order for the elements to be positioned correctly. In your printer settings, please set the margins to Zero as the paper margins set in our template will then be used correctly.

1.4.3.1.2.Fonts & Colours #

You can set the fonts and colours to be used in your template here.

Slynk utilises the open source Google Fonts library. To view the font styles available click here. To request a font style to be added to our list, please send an email to help@slynk.io.

  1. Font Style
    Select the Google font to use for headings and for the body (any text on the document which is not a heading)
  2. Font Size
    Set the size of the font for the body and each heading type
  3. Font Colour
    Set the colour of the font for the body and each heading type.

 

1.4.3.1.3.Table Styling #

 

  1. Font Size
    The font size to be used for the text in the table including the table header
  2. Cell Spacing Vertical
    The space above and below the text in each cell of the table
  3. Cell Spacing Horizontal
    The space to the left and right of the text in each cell of the table
  4. Header Background Colour
    The background colour to be used for the table header
  5. Header Text Colour
    The colour of the text to use for the table header
  6. Row Text Colour
    The colour of the text for each row
  7. Alt Row Background Colour
    Alternate rows (every second row) can have a different background colour to allow for easy identification of each row
  8. Alt Row Text Colour
    Alternate rows (every second row) can have a different text colour to allow for easy identification of each row.

1.4.3.1.4.Text Fields #

You can add as many text fields as you like.

  1. ID
    This is an internal identifier that is automatically generated and cannot be edited.
  2. Identifier
    Set the name for your text element here. This is used to identify this text element in the layout editor. This is only used for identification in the layout editor so you can set it to whatever you need, it will not be printed on the template.
  3. Content
    Type in the content for your text field. You can set the text as bold/italic, change the alignment of the text and set the colour of the text using the controls in the content area. Be careful when pasting text here especially when copying from your browser or Word, it is best to paste it into notepad or any other text editor first, and then copy and paste into this content area.
  4. Text Style
    Highlight the text for which you wish to change the font style and then use this dropdown to set the text style for the selected text. This will then use the font, size and colour defined in the Fonts & Colours tab. The colour can be set specifically for this text content using the text colour control in the content area.

1.4.3.1.5.Image Fields #

You can add as many images to your template as you wish.

  1. Image Preview
    A preview of the image is shown here. To replace an existing image, click on the image and you will then be able to select another image
  2. Add Image
    Click to add a new image to your template. You will be able to choose from images you have already uploaded, or upload a new image
  3. Alignment
    Set how the image should be aligned

1.4.3.1.6.Epos Now Fields #

FIELDS

You have access to a wide variety of the Epos Now fields related to an order. You can add as many of these fields into your template as required

  1. Epos Now Field Name
    Select the field you would like to add to your template from the list
  2. Prefix
    Add any text that you would like to be added before the data for the field. For example, if you wanted to add a prefix before the order number, you could set the prefix to Your order number is and this would then be printed on your template as Your order number is 0123456 where 0123456846 is the order number.
  3. Suffix
    The same as for the prefix, except that this text will be added after the data for the field.
  4. Style
    Select the text style that should be used for this field (including prefix and suffix). This will then use the styling set in the Fonts & Colours tab
  5. Alignment
    Set the alignment that should be used for this field (including prefix and suffix)

 

ORDER ITEMS TABLES

You can add tables for the items purchased in the order. You can add as many columns for the order item data as you like and change the order in which they appear in the table. One row will be added for each item in the order.

  1. Columns
    Add/edit the columns that you would like to show in the table
  2. Epos Now Field
    Select the field you would like to add to your table from the list
  3. Label
    Enter the label for this column. This will be displayed in the table header for this column.
  4. Width
    Enter the width in percentage for this column. The total of all the widths for all the columns should not exceed 100%.
  5. Alignment
    Set the alignment for the text for this column
  6. Column Order
    You can drag/drop to change the order of the columns in the table.
  7. Add Column
    In order to add a new column, click on this button
  8. Delete Column
    In order to delete a column, hover your mouse cursor on the right side of the column and click on the minus icon

 

ORDER SUMMARY TABLES

Order summary tables are used to display the tax summary or the tenders summary for the order.

  1. Summary Table
    Select the summary table to add to your template

1.4.3.1.7.Spacers #

It is very useful to be able to add some vertical spacing between elements in your layout. You can add as many spacers as you like and then position them in your layout to achieve your desired design.

  1. Height/Size
    Define the height of the spacer in millimetres.

Remember to give your spacer a unique identifier so that you can easily identify it in the layout editor.

1.4.3.2.Layout #

The drag ‘n’ drop layout builder is used to position all the elements/fields that you have added to your template. Each element is identified by the unique identifier that you set in the Content & Settings tab.

  1. Add Row – 1 Column
    Add a row to the layout. Single column, 100% width of the paper.
  2. Add Row – 2 Columns
    Add a row to the layout. 2 columns, each column is 50% width of the paper.
  3. Add Row – 3 Columns
    Add a row to the layout. 3 columns, each column is 33.33% width of the paper.
  4. Row Container
    The light grey background shows the row and all the elements within it
  5. Element Identifier
    This shows the identifier that you set for your fields/elements in the Content & Settings tab
  6. Delete Element
    Click on the x to remove the selected element from the layout. It will be moved to the Inactive Elements (13) section.  You can also drag and drop an element into the Inactive Elements (13) section.
  7. Move Row Up
    Click on this to move the selected row up one level
  8. Move Row Down
    Click on this to move the selected row down one level
  9. Delete Row
    Click on the x to remove the selected row from the layout. All elements within the row will be moved to the Inactive Elements (13) section.
  10. Column 1 Container
    The dotted line shows the column and all the elements within it
  11. Column 2 Container
    The dotted line shows the column and all the elements within it
  12. Column 3 Container
    The dotted line shows the column and all the elements within it
  13. Inactive Widgets
    This section holds all the elements that have been defined for the template in the Content & Settings tab but have not yet been positioned. Any elements that are left in this section are not printed on the template. This is useful for elements that have been defined, but have been removed from the layout temporarily.

1.4.3.3.Preview Template #

Once you have saved your template, you can preview how it will look with live data from Epos Now using some sample orders we have created.

  1. Select Order
    Select the order to use to generate the preview of the template
  2. Load Preview
    Once you have selected the order, click on this button to generate the preview. It may take a few moments to generate the preview.
  3. Page Indicator
    The thin dotted line shows the page breaks
  4. Paper Boundary
    The thick dotted line shows the edges of the paper for the paper size defined for this template

1.5.Using Templates in Epos Now #

Once you have defined your templates in Slynk and set their status to Published, they are then ready to use in Epos Now.

Our Epos Now Order Templates app is available to be used via the Epos Now Back Office or the Epos Now Till.

 

BACK OFFICE

To use the app in the Epos Now Back Office:

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

 

TILL

To use the app in the Epos Now Athena 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

  4. In the Action Buttons tab, switch on the Order Templates setting

1.5.1.Order Selection #

In the order selection screen, the last 5 orders are shown by default. The user can then select which order they wish to print.

  1. Customer Filter
    The orders can be filtered for specific customer ID’s (only in the back office). Please note that the customer ID must be entered here. To obtain a customer ID, go to eposnow > management > customers > click on details for the selected customer. This opens the customer details screen.

    In the URL in the browser, you can obtain the customer ID.

    e.g. 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 in 1-3 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

1.5.2.Template Selection #

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

  1. Select Template
    Click the template that you wish to print. Once clicked, the template will be printed.

2.Epos Now WooCommerce Integration #

This section is for the Epos Now WooCommerce Integration service.

2.1.Watch The Demo #

Watch the video demonstrating how the Slynk Epos Now WooCommerce Integration works.

 

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