Bulk Updates & Automations for Epos Now
Make bulk updates and run powerful automations — all without code.
Flow gives you the power to say “update everything like this” — and it just happens. Products, customers, transactions, menus — even related data like suppliers or categories — updated or deleted in bulk based on rules you control.
Smarter bulk updates and automations
Flow replaces manual edits, spreadsheet work, and fragile scripts with a platform that makes it easy to update or clean your Epos Now data — at scale and on your schedule.
Update products, customers, transactions, and related records like suppliers or categories. Apply filters, set conditions, and let Flow handle the rest — instantly or on a schedule.
- Instantly connected — no setup needed
- Target exactly what you want using powerful filters
- Update or delete related records in the same flow
- Build dynamic values like name + SKU + brand
- Run on a schedule or on demand
- Automate cleanups, tagging, formatting, and resets
- Preview every change before it goes live
- No spreadsheets or code — just smart rules for Epos Now
- No need to understand the Epos Now data structure
- Top class support — Our team has 10+ years experience with Epos Now data and we’re happy to help you get started
Products & Inventory
Automate stock resets, visibility changes, and product cleanups — no more spreadsheets, export and import, or manual edits.
- Hide or show products automatically
Use rules to control product visibility on the till by stock level, time of day, or category/brand/supplier.
- Reset stock levels daily
Auto-set quantities each morning — ideal for baked goods, perishables, or event stock.
- Clean up inactive products automatically
Clean up your product list by archiving/deleting items that are unsold and out of stock.
- Standardise pricing and descriptions
Apply formulas (like cost + 30%) or build fields dynamically (e.g. description = name + brand + SKU).
- Stop bad cost prices from skewing your margins
Automatically catch stock with missing costs and reset it to use the current cost price
- Fix negative stock levels automatically
Detect when stock drops below zero and reset it to zero on a schedule.
- Many more use cases
Customers & Sales
Clean up customer records, apply tags and rewards, and automate actions based on behaviour — no manual data editing needed.
- Tag customers based on recent purchases
Add tags or set customer type like “High spender” or “Brand X Buyer” based on transaction data for products, brands, or categories they’ve bought.
- Auto apply loyalty points for key events or purchases
Set up flows to add loyalty points for birthdays, high spend, or product-specific purchases.
- Set customer credit to a fixed value daily/weekly
Perfect for use cases like school canteens or staff accounts.
- Run promotions with auto-tagged customer lists
Automatically tag customers who buy selected products or spend over a set amount and export the targeted list.
- Fix customer data formatting
Convert ALL CAPS or messy entries to proper case automatically (e.g. “JOHN SMITH” → “John Smith”).
- Delete or redact customers automatically
Set rules to remove customer data after inactivity, when the expiry date passes or when flagged for deletion — great for GDPR compliance.
- Many more use cases
Menus & Scheduling
Automate product visibility and pricing based on time, day, or seasonal availability — perfect for hospitality, events, and rotating menus.
- Show or hide items by time or day
Set up flows to show breakfast items in the morning, lunch at noon, and dinner in the evening — then hide them automatically.
- Schedule category visibility in advance
Show or hide full product categories based on the calendar — great for promotions or holidays.
- Run limited-time offers or events
Control when special menus or promotions appear — no manual changes needed on the day.
- Apply and revert happy hour pricing
Set discounted prices for specific hours and return them to normal when the promotion ends.
- Automate pricing for peak times
Adjust prices during busy periods, weekends, or the holidays — then revert when demand drops.
- Many more use cases
Staff & Admin
Change location, permissions, hourly rates, and more — no need to open profiles one by one.
- Update staff location or assigned site in bulk
Move staff between stores or assign them to the correct site based on filters like role or reference code.
- Apply consistent role permissions
Standardise permissions like refund limits, discount access, and till visibility — across your whole team.
- Adjust hourly rates for multiple staff at once
Update hourly pay rates in bulk without opening each profile or schedule to be applied at a future date.
- Set reference codes based on staff data, location or role
Auto-fill or update reference fields to match naming or coding rules for your business.
- Identify staff with high no-sale or void activity
Flag behaviours that may need review or training attention.
- Tag high-performing staff based on transaction data
Recognise team members with strong sales performance automatically.
- Highlight staff with low sales or margin contribution
Use filters on total value or margin % to tag underperformers for follow-up.
- Many more use cases
Data Cleanup & Compliance
Fix bad data, enforce retention policies, and keep your Epos Now system clean — without risky imports or manual work.
- Delete or redact customer data automatically
Enforce GDPR or retention rules by removing or anonymising customers after inactivity or expiry.
- Clear held transactions on a schedule
Avoid till slowdown and clutter by automatically removing old held transactions every night.
- Standardise naming and formatting across records
Apply consistent casing, remove unwanted characters, and align field structure for clean exports and reporting.
- Reset values when conditions are met
For example, reset credit, stock, or prices when flags are set or linked records are changed.
- Clean up missing or broken data using smart rules
Set fixed values, copy from other fields, or apply adjustments like “add 10%”.
- Many more use cases
Smart Automation Logic
Build powerful, rule-based automations using your Epos Now data — with no coding, spreadsheets, or imports required.
- Chain logic steps together in one flow
Combine actions like “copy cost price”, then “add 10”, then “multiply by another field” — all in one flow.
- Apply conditions like “only update if…”
Use filters to control exactly when changes apply — e.g. only update if price is blank or supplier is archived.
- Join and update related data
In a single flow, update the product, its supplier, brand, and category — no duplication or extra steps.
- Schedule flows hourly, daily, or weekly
Automations run when you need them — or trigger them manually anytime.
- Many more use cases
How it works
Create powerful flows in just a few clicks — no need to learn the data structure or write any code.
Accredited by Epos Now
10+ years working closely with Epos Now on large projects means we have deep knowledge of their APIs and close ties with their development teams allowing us to tightly integrate with their platform.
