Data & Automation Toolkit for Epos Now

Business Intelligence tools like Power BI and Tableau can bring a whole new level of clarity and insights into your business operations. They can be used to build custom reports and dashboards allowing you to keep your finger on the pulse and to spot trends.

They all need data to work from and this is where Flow comes in. Flow can be used to export the data from Epos Now to make it available to these tools. You can export the raw data, or flatten it before the export.

You can also export the aggregated data that Epos Now provides on their reporting API such as the Sales Report, Book Keeping Report, End of Day report, Sales by Product and more. You can augment this with any related data, for example all the product details flattened into a single row of data.

Your Epos Now system has all your sales data in it and this data is very valuable for marketing.

It is much easier to sell to customers who have bought from you before as a level of trust has already been established. The sales data in Epos Now can be used to identify the buying habits of customers who have purchased from you, so that you can do targeted marketing campaigns with the highest chance of conversion.

You can use Flow to export a list of customers who match specific filters, for example:

• Customers who purchased from you in the last 3 months. Combine this with location level filters if you have multiple locations.
• Customers who purchased selected product(s)
• Customers who purchased products from selected categories/brands/suppliers
• Get as creative as you like in extracting your customer segments from the sales data

The rise of AI with tools like ChatGPT and Claude has been spectacular. The technology is advancing rapidly and is here to stay.

Leveraging it for data analysis for your business can be a game changer in spotting patterns and trends that you may have not even thought to look for. Or you may want to find out some specific information from your data, but looking through the data on various reports on the Epos Now back office would take too long.

This is where you can leverage Flow to export flattened data ready to plug into your AI tool of choice and then chat with your data.

Ask ChatGPT to find trends, your best margin products, customer buying habits or even seasonal variations in sales. This is just scratching the surface of what is possible but it all relies on getting the data into the AI tools.

Flow is connected to the Epos Now API and we have mapped the relationships between all the data types in Epos Now which means managing your data in Epos Now has never been easier.

Flow's powerful filtering means you can target the data smartly and apply the updates. For example, you could fetch all products from a particular supplier and increase the prices.

You can also apply updates to related data, so for example you could fetch all the transactions for the past 3 months and where the order value was higher than 100, change the customer type for the related customer to 'high order value'.

Have a look at our short demo for smart product updates in bulk.

The same can be applied to deleting data from Epos Now and help you keep your database clean, for example deleting all orders in ordered/held status that are older than 30 days.

Flow makes updating/deleting data in bulk a breeze.

The export feature in Flow allows you to backup data from Epos Now into CSV files for off-site storage.

You can automatically backup your customers, products, transactions and many more data types. The backups can be emailed to you or uploaded to an FTP folder you specify.

Do your external systems accept CSV imports? You can use Flow to export the data from Epos Now in a format that the external systems understand. 

Setup your flow to have the columns in the CSV in the exact order and format that the external system accepts and then import the generated file into your external system.

Where the external system can read from an FTP folder, Flow can automatically upload into the FTP folder on a schedule.

Flow's scheduling feature and it's ability to update/delete data on Epos Now opens up a pathway to building automations for Epos Now.

It is ideal for any repeatable tasks you would like to perform on Epos Now but it would be too cumbersome and time intensive to do in the back office manually. The smart filtering also allows you to target only the data that you are interested in.

These are just a few of the examples of automations that are possible with Flow:

• Menu Scheduler for Epos Now
• Auto-Clear Old Held Orders in Epos Now
• Automatically tag customers with a high order value
• Automatically tag customers who have bought from you in the last 6 months
• Automatically set the customer balance daily to a set amount, useful where employees/staff get an allowance to spend each day
• Email a report of all products that have gone into negative stock
• Email the daily sales report to stakeholders (or any other report)
• Set the stock level for selected products to a set amount every morning, useful for businesses like bakeries who make a set amount of products fresh for sale everyday