Get a head start with Morph.
Choose a ready-to-use template or start with Build Your Own. Either way, you get a practical head start that you can fully customise around the exact update or delete you need.
The essentials are set up, and every part can be adjusted to fit the job.
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.
Update Customers
Start with a blank template to fetch and update Epos Now Customers. Add filters and configure the changes you need.
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
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.
Update Customer Types
Start with a blank template to fetch and update Epos Now Customer Types. Add filters and configure the changes you need.
Update Customer Addresses
Start with a blank template to fetch and update Epos Now Customer Addresses. Add filters and configure the changes you need.
Update Products
Start with a blank template to fetch and update Epos Now Products. Add filters and configure the changes you need.
Update Categories
Start with a blank template to fetch and update Epos Now Categories. Add filters and configure the changes you need.
Update Brands
Start with a blank template to fetch and update Epos Now Brands. Add filters and configure the changes you need.
Update Suppliers
Start with a blank template to fetch and update Epos Now Suppliers. Add filters and configure the changes you need.
Update Locations
Start with a blank template to fetch and update Epos Now Locations. Add filters and configure the changes you need.
Update Staff
Start with a blank template to fetch and update Epos Now Staff. Add filters and configure the changes you need.
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.
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.
Set customer expiry date 1 year after sign up date
Set customer expiry date 1 year after sign up date. This is ideal for retrospectively setting the expiry date for 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.
Redact customer data for expired customers
Redact customer data for all customers whose expiry date has passed. Set the schedule to run daily automatically.
Redact customer data by customer type
Redact customer data for all customers of the specified customer types
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.
Update products button colour based on category
Update products button colour based on the category the products are assigned to.
Delete expired customers
Delete all customers whose expiry date has passed. Set the schedule to run daily automatically.
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
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
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
Show products on till when in stock
Show products on till when the product is in stock or is above your specified quantity
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
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
Update products button colour based on price
Update products button colour based on the product price
Update products button colour based on suppliers
Update products button colour based on the product suppliers
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.
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.
Update products selling price based on category
Update products selling price based on category by absolute values or as a percentage
Update products selling price based on supplier
Update products selling price based on supplier by absolute values or as a percentage
Update products cost price based on supplier
Update products cost price based on supplier by absolute values or as a percentage
Update products cost price based on category
Update products cost price based on category by absolute values or as a percentage
Archive products by category
Archive products to clean up your back office for the selected categories
Archive products by supplier
Archive products to clean up your back office for the selected supplier
Archive products by brand
Archive products to clean up your back office for the selected brands
Archive products by order code
Archive products to clean up your back office for the order codes that match your filter
Delete archived products
Delete all archived products. Set the schedule to run daily automatically or run manually when needed.
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.
Update product parent category
Update the parent category for all categories that match your filters
Update Transactions
Start with a blank template to fetch and update Epos Now Transactions. Add filters and configure the changes you need.
Update Role
Start with a blank template to fetch and update Epos Now Role. Add filters and configure the changes you need.
Update Clocking Type
Start with a blank template to fetch and update Epos Now Clocking Type. Add filters and configure the changes you need.
Delete Suppliers
Start with a blank template to fetch and delete Epos Now Suppliers. Add filters and configure the changes you need.
Delete Categories
Start with a blank template to fetch and delete Epos Now Categories. Add filters and configure the changes you need.
Delete Products
Start with a blank template to fetch and delete Epos Now Products. Add filters and configure the changes you need.
Delete Brands
Start with a blank template to fetch and delete Epos Now Brands. Add filters and configure the changes you need.
Delete Clocking Type
Start with a blank template to fetch and delete Epos Now Clocking Type. Add filters and configure the changes you need.
Update Colour
Start with a blank template to fetch and update Epos Now Colour. Add filters and configure the changes you need.
Delete Colour
Start with a blank template to fetch and delete Epos Now Colour. Add filters and configure the changes you need.
Delete Customer Types
Start with a blank template to fetch and delete Epos Now Customer Types. Add filters and configure the changes you need.
Delete Customer Addresses
Start with a blank template to fetch and delete Epos Now Customer Addresses. Add filters and configure the changes you need.
Delete Staff
Start with a blank template to fetch and delete Epos Now Staff. Add filters and configure the changes you need.
Delete Role
Start with a blank template to fetch and delete Epos Now Role. Add filters and configure the changes you need.
Update Product Stock
Start with a blank template to fetch and update Epos Now Product Stock. Add filters and configure the changes you need.
Update Container Fee
Start with a blank template to fetch and update Epos Now Container Fee. Add filters and configure the changes you need.
Delete Container Fee
Start with a blank template to fetch and delete Epos Now Container Fee. Add filters and configure the changes you need.
Update Discount Reason
Start with a blank template to fetch and update Epos Now Discount Reason. Add filters and configure the changes you need.
Delete Discount Reason
Start with a blank template to fetch and delete Epos Now Discount Reason. Add filters and configure the changes you need.
Update Popup Note
Start with a blank template to fetch and update Epos Now Popup Note. Add filters and configure the changes you need.
Delete Popup Note
Start with a blank template to fetch and delete Epos Now Popup Note. Add filters and configure the changes you need.
Update Tables
Start with a blank template to fetch and update Epos Now Tables. Add filters and configure the changes you need.
Delete Tables
Start with a blank template to fetch and delete Epos Now Tables. Add filters and configure the changes you need.
Update Seating Areas
Start with a blank template to fetch and update Epos Now Seating Areas. Add filters and configure the changes you need.
Delete Seating Areas
Start with a blank template to fetch and delete Epos Now Seating Areas. Add filters and configure the changes you need.
Delete Tax Group
Start with a blank template to fetch and delete Epos Now Tax Group. Add filters and configure the changes you need.
Delete Transactions
Start with a blank template to fetch and delete Epos Now Transactions. Add filters and configure the changes you need.
Delete Locations
Start with a blank template to fetch and delete Epos Now Locations. Add filters and configure the changes you need.
Delete Related Data from Average Product Sales Report
Start with a blank template to fetch Epos Now Average Product Sales Report, then choose the related data to delete.
Delete Related Data from Book Keeping Reports
Start with a blank template to fetch Epos Now Book Keeping Reports, then choose the related data to delete.
Delete Related Data from Clocking
Start with a blank template to fetch Epos Now Clocking, then choose the related data to delete.
Delete Customers
Start with a blank template to fetch and delete Epos Now Customers. Add filters and configure the changes you need.
Delete Related Data from Daily Sales Report
Start with a blank template to fetch Epos Now Daily Sales Report, then choose the related data to delete.
Delete Related Data from Devices
Start with a blank template to fetch Epos Now Devices, then choose the related data to delete.
Delete Related Data from End of Day Report
Start with a blank template to fetch Epos Now End of Day Report, then choose the related data to delete.
Delete Related Data from Product Stock
Start with a blank template to fetch Epos Now Product Stock, then choose the related data to delete.
Delete Products (Catalogue)
Start with a blank template to fetch and delete Epos Now Products (Catalogue). Add filters and configure the changes you need.
Delete Related Data from Purchase Orders
Start with a blank template to fetch Epos Now Purchase Orders, then choose the related data to delete.
Delete Related Data from Purchase Order Items
Start with a blank template to fetch Epos Now Purchase Order Items, then choose the related data to delete.
Delete Related Data from Sales Summary Report
Start with a blank template to fetch Epos Now Sales Summary Report, then choose the related data to delete.
Delete Related Data from Tabs
Start with a blank template to fetch Epos Now Tabs, then choose the related data to delete.
Delete Related Data from Transaction Items
Start with a blank template to fetch Epos Now Transaction Items, then choose the related data to delete.
Update Related Data from Daily Sales Report
Start with a blank template to fetch Epos Now Daily Sales Report, then choose the related data to update.
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
Delete Related Data from Sales By Employee Report
Start with a blank template to fetch Epos Now Sales By Employee Report, then choose the related data to delete.
Update Related Data from Book Keeping Reports
Start with a blank template to fetch Epos Now Book Keeping Reports, then choose the related data to update.
Update Related Data from Sales By Employee Report
Start with a blank template to fetch Epos Now Sales By Employee Report, then choose the related data to update.
Update Refund Reason
Start with a blank template to fetch and update Epos Now Refund Reason. Add filters and configure the changes you need.
Delete Refund Reason
Start with a blank template to fetch and delete Epos Now Refund Reason. Add filters and configure the changes you need.
Delete Stock Transfer Reason
Start with a blank template to fetch and delete Epos Now Stock Transfer Reason. Add filters and configure the changes you need.
Update Stock Transfer Reason
Start with a blank template to fetch and update Epos Now Stock Transfer Reason. Add filters and configure the changes you need.
Update Product Compositions
Start with a blank template to fetch and update Epos Now Product Compositions. Add filters and configure the changes you need.
Delete Product Compositions
Start with a blank template to fetch and delete Epos Now Product Compositions. Add filters and configure the changes you need.
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.
Update Product Location Area Prices
Start with a blank template to fetch and update Epos Now Product Location Area Prices. Add filters and configure the changes you need.
Delete Product Location Area Prices
Start with a blank template to fetch and delete Epos Now Product Location Area Prices. Add filters and configure the changes you need.
Update Related Data from Purchase Order Items
Start with a blank template to fetch Epos Now Purchase Order Items, then choose the related data to update.
Update Related Data from Transaction Items
Start with a blank template to fetch Epos Now Transaction Items, then choose the related data to update.
Delete Related Data from End of Day Report by Tender
Start with a blank template to fetch Epos Now End of Day Report by Tender, then choose the related data to delete.
Delete Multiple Choice Notes
Start with a blank template to fetch and delete Epos Now Multiple Choice Notes. Add filters and configure the changes you need.
Delete Parent Categories
Start with a blank template to fetch and delete Epos Now Parent Categories. Add filters and configure the changes you need.
Delete Related Data from Petty Cash Report
Start with a blank template to fetch Epos Now Petty Cash Report, then choose the related data to delete.
Delete Related Data from Product Group Products
Start with a blank template to fetch Epos Now Product Group Products, then choose the related data to delete.
Delete Related Data from Product Stock Event
Start with a blank template to fetch Epos Now Product Stock Event, then choose the related data to delete.
Delete Related Data from Stock Takes
Start with a blank template to fetch Epos Now Stock Takes, then choose the related data to delete.
Delete Related Data from Stock Take Items
Start with a blank template to fetch Epos Now Stock Take Items, then choose the related data to delete.
Delete Reporting Categories
Start with a blank template to fetch and delete Epos Now Reporting Categories. Add filters and configure the changes you need.
Delete Root Categories
Start with a blank template to fetch and delete Epos Now Root Categories. Add filters and configure the changes you need.
Delete Tags
Start with a blank template to fetch and delete Epos Now Tags. Add filters and configure the changes you need.
Update Related Data from Average Product Sales Report
Start with a blank template to fetch Epos Now Average Product Sales Report, then choose the related data to update.
Update Related Data from Clocking
Start with a blank template to fetch Epos Now Clocking, then choose the related data to update.
Update Related Data from Devices
Start with a blank template to fetch Epos Now Devices, then choose the related data to update.
Update Related Data from End of Day Report
Start with a blank template to fetch Epos Now End of Day Report, then choose the related data to update.
Update Related Data from End of Day Report by Tender
Start with a blank template to fetch Epos Now End of Day Report by Tender, then choose the related data to update.
Update Multiple Choice Notes
Start with a blank template to fetch and update Epos Now Multiple Choice Notes. Add filters and configure the changes you need.
Update Parent Categories
Start with a blank template to fetch and update Epos Now Parent Categories. Add filters and configure the changes you need.
Update Related Data from Petty Cash Report
Start with a blank template to fetch Epos Now Petty Cash Report, then choose the related data to update.
Update Related Data from Product Group Products
Start with a blank template to fetch Epos Now Product Group Products, then choose the related data to update.
Update Related Data from Product Stock Event
Start with a blank template to fetch Epos Now Product Stock Event, then choose the related data to update.
Update Related Data from Stock Takes
Start with a blank template to fetch Epos Now Stock Takes, then choose the related data to update.
Update Related Data from Stock Take Items
Start with a blank template to fetch Epos Now Stock Take Items, then choose the related data to update.
Update Related Data from Products (Catalogue)
Start with a blank template to fetch Epos Now Products (Catalogue), then choose the related data to update.
Update Related Data from Purchase Orders
Start with a blank template to fetch Epos Now Purchase Orders, then choose the related data to update.
Update Reporting Categories
Start with a blank template to fetch and update Epos Now Reporting Categories. Add filters and configure the changes you need.
Update Root Categories
Start with a blank template to fetch and update Epos Now Root Categories. Add filters and configure the changes you need.
Update Related Data from Sales Summary Report
Start with a blank template to fetch Epos Now Sales Summary Report, then choose the related data to update.
Update Related Data from Tabs
Start with a blank template to fetch Epos Now Tabs, then choose the related data to update.
Update Tags
Start with a blank template to fetch and update Epos Now Tags. Add filters and configure the changes you need.
Update Tax Group
Start with a blank template to fetch and update Epos Now Tax Group. Add filters and configure the changes you need.
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.
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.
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.
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Choose a template. Make the rule yours.
Pick the closest job, then adjust which records it finds, what changes and when it runs. Simulate it and review the results before going live.