POS Cloud

The following procedures summarize the process of accessing POS Cloud from a desktop or mobile device. POS Cloud is accessible from most PC and Apple computers, as well as Apple and Android devices.

Recommended Browsers

POS Cloud works with most common browsers, including Google Chrome, Firefox, and Microsoft Edge. Apple users can also access POS Cloud via Safari. Android users can download the app from Google Play Store.

Usernames and Passwords

Electronic Payments provides merchants with their own Username, typically the email address associated with the merchant’s account. The email from EPI should include a link to create a password. If you don’t receive this email or encounter other password-related issues, click “Forgot Your Password” and reset your password or contact Technical Support.

Logging Into POS Cloud

1. Navigate to https://www.poscloud.com.
2. Enter your Username and Password.
3. Select the Remember Me checkbox, if desired.
4. Click Login.

Accessing the Reporting Dashboard

To access the Reporting Dashboard, in the top right corner of most screens, select Reporting Dashboard from the drop-down.

Dashboard Report Descriptions

The POS Cloud dashboard includes a variety of daily sales and revenue data for a merchant’s business. Merchants can also run daily, weekly, monthly, or custom reports that provide important details about how their business is performing.

• Today’s Gross Sales: Total gross sales on today’s date
• Today’s Transactions: Transactions conducted on today’s date
• Today’s Taxes: Taxes collected from today’s transactions
• Today’s Tips: Tips earned on today’s date
• Sales by Day This Week: Daily sales trends for the current week
• Total Sales by Hour (Today): Hourly sales trends on today’s date
• Top 10 Items (Today): The top 10 items sold on today’s date
• Top 5 Categories (Today): The top five categories of items sold on today’s date
• Gross Profit (Today): The gross profit reported for today’s date
• Totals by Tender (Today): Today’s sales totals by tender type

Merchants can quickly and easily generate a wide variety of reports by designating a specific date range. Options include Business Overview, Payment Transactions, and Sales Transactions.

1. From the left menu, select a report option.
2. Select Date Range from the drop-down menu.
   
   
3. Click Submit Form.
4. The Business Overview page refreshes with data from the selected time frame.

Running Custom Reports

From the Date Range drop-down menu, select Custom to designate a specific date range from which to generate reports. Select a Custom Start Date and Custom End Date along with starting and ending times. Times follow the 24-hour clock (for example, 10:15 PM displays as 22:15). Minutes are divided into 15-minute increments.

1. Enter the Custom Start Date.
1. Adjust the Hour slider to set the desired hour.
2. Adjust the Minute slider to set the desired minute.
3. Click Done.
   
   
2. Enter the Custom End Date.
1. Adjust the Hour slider to set the desired hour.
2. Adjust the Minute slider to set the desired minute.
3. Click Done.
3. Click Submit Form.

Running Reports for Other Locations

Merchants operating more than one store can view reports for each individual business location. Contact Technical Support for assistance in creating additional locations in POS Cloud.

1. From the Dashboard, select a business location from the Locations menu.
2. The page refreshes with that location’s sales or report data.

Business Overview Report Descriptions

Business Overview Reports provide merchants with various snapshots of how their business is performing.

• Order Summary: Lists summary of all orders, taxes, fees, discounts, and tips
• Sales by Category: Reports group sales data by Category and Subcategory
• Sales by Order Type: Displays sales by in-store order types in the register. This number is the sum of the Subtotal and Admin Fees applied. This total does not include tax.
• Sales by Staff: Sales processed by individual staff member
• Labor Tracking: Lists labor costs (if any) and deducts from Gross Sales
• Sales by Revenue Center: Lists sales by department
• Sales by Revenue Class: Total of items broken down by defined value for Revenue Class definition found in Item Details. This number includes discounts applied. If no Class is defined, values will report as unclassified.
• Payments Transactions: Lists amounts of various payment methods, such as cash, credit, and coupons
• Customer Pay Out Details: Pay Outs issued for customers, such as bottle returns or lottery payouts. Each Pay Out type used will report on its own line. Pay Out customer reasons can be created under Preferences on the Custom Vars page.
• Company Pay Out Details: Pay Outs issued for the merchant, such as supplies or paying a vendor. Each Pay Out type used will report on its own line. Pay Out Company reasons can be created under Preferences on the Custom Vars page.
• Refunded Payments: Lists amounts of any refunds.
• Settlement: Reports credit/debit and EBT (where applicable) card payments collected and refunds. Includes all discounts, taxes, tips, and fees applied before or after tendering payment.
• Credit Card Transactions: Lists transaction totals by credit card
• Promotions: lists amount of any promotions
• Discounts: Lists amount of any discounts given
• Tips: Lists tip amounts by type
• Tips by Staff: Lists tip amounts by employee
• Cash Summary: Lists total of expected cash
• Taxes: Lists amounts of various taxes collected

Payment Transaction Report Descriptions

Payment Transactions reports provide merchants with totals from payments taken on orders created in the Register.

• Close Date: Date and time of the transaction
• Order ID: Order ID from the sale. This report creates a record per Order ID created, not per payment.
• Cash: Cash amount paid for an order
• Credit: Credit amount paid on an order
• Gift: eGiftSolutions and gift certificate amount paid on an order
• Check: Check amount paid on an order
• Discount: Discount amounts given on an order
• Reward: Amount of an order paid for by using loyalty rewards points
• Pay Out: Amount of an order paid for using a customer payout

Sales Transaction Report Descriptions

Sales Transactions reports provide merchants with totals from sales created in the Register.

• Date: Date and time of the sale
• Order ID: Order ID from sale/transaction/order
• Base Amount: Amount pre-discount, tax, tip, and other fees
• Discount: Discounts applied to items, excluding tender type discounts. Discounts always display as a negative value.
• Tax: Tax total from the order
• Tip: Tips accepted on the order (if applicable)
• Admin Fee: Admin fee (set in Account Settings)
• Total: Sum of base amount, discount, tax, and service charge
• Paid: Portion of the order paid for. This will be less than the Total if the order is partially paid.
• Balance: Portion of the order left over. This will display as zero unless there is a remaining balance on the order.