EPOS features checklist

EPOS features checklist

Full EPOS features checklist 

These tables are designed to give you a full list of all the EPOS features we can think of; and what kind of features you can expect from which level of EPOS software. (You can read about the level they each offer on their profile page.) 

The page is also designed so that you have a list of everything an EPOS system can do in one place. 

It doesn’t mean that a software described on its profile page as “mid-level” will have all of the features described as mid-level in this table – just that that’s the kind of feature we would expect from a mid-level software. 

 

Why don’t you just tell me all the features of every software?

We can – over the phone. 

Two things are going on here. There’s around fifty softwares on this site, and all of them are being updated all the time – any information published here would be inaccurate fairly quickly. Best to ask in person. 

Also, we make our money on referrals. These don’t affect your price versus buying direct, and we make a similar amount whomever we refer to you. So if you are thinking of buying software which is available on this site, and you’ve used some of our content to help make your decision, give us a ring. This way, we’ll learn more about what would help customers like you. 

Also – these tables are formatted such that they show the first “10” features in each category – click “next” for the remainder of each category’s features.

 

1) Taking Payments

Accepting Cards integrations & Features

Or, read our article about taking card payments in your store.

In short, payment processing marks a choice between a pay-as-you-go or a contract style providers. With pay-as-you-go, there’s a short list of four providers to choose from; with contract, there are hundreds of different providers and a payment application is required in order to integrate payments. Pay-as-you-go providers sometimes throw in free basic EPOS software.

Taking PaymentLevel of SoftwareNotes
Processing included in EPOSFreePOS onlyPayments must be chosen separately and integrated – except in the case of freepos
Pay-as-you-go processing integrationAll StoreKit softwareIndividual PAYG processors are integrated with individual softwares
Contract payment integration availableAll StoreKit software
Portable PaymentsMid-level softwareAsk us about hardware to help enable this

 

2) Front-of-House (Generic)

front-of-house generic EPOS functions

What we’re describing as “front-of-house” here is the bread-and-butter of EPOS systems. It should empower your staff to help your customers however they can.

Front-of-house functionlevel of software needednotes
overall speed / ease of usevery basic - enterpriseThis is inverse: generally, the more complex systems are harder to use
Product images on cashier screenvery basic +
Product library basic +
Product categorisation / modifer "depth" very basic - enterpriseThe number of categories and attributes which you can tag products with in an EPOS is a vital measure of complexity
Discounts... by percentagebasic +
Discounts... by attachmentbasic + E.g. "buy ten pencils and get a pencilcase free'
Discounts... by percentage basic +
Discoutns... "buy-one-get-one-free" basic +
Discounts... timebound / temporary / schedulebasic +
Discounts... manualvery basic +
Refundsvery basic +
Partial refundsbasic +
Store creditmid-level +
Cash management mid-level +
Multiple Tendersbasic +
Stock checks (individual / multisite) basic +
Customer facing display / self-ordering kiosksophisticated / enterprise
Voice ordering sophisticated / enterprise
Product search by... SKUbasic +
Product search by... barcode basic +
Front-end product creationvery basic +
Offline front-of-housebasic +
Forced modifiersmid-level +
Rental software integrationRequires integration with rental software Ask StoreKit for more info!

 

2) Front-of-House (Retail) 

front-of-house staff in a retail shop

Front-of-house functions unique to retail tend to reflect more complex inventory-based needs of retail businesses. If you’re interested in service appointment booking, you may need additional software which could integrate with your EPOS. Check out our integrations list below.

Or, read our article about front-of-house for retail.

Front-of-house retail feature listLevel of software required
Parked ordersmid-level +
Stock transfers (multisite) mid-level +
Loyalty cards basic +
Items by weightsophisticated / enterprise
Composite productsmid-level +
Tax free shopping mid-level +
Gift Aidmid-level +
Custom tax ratessophisticated / enterprise
Barcode generation mid-level +
Invoicing mid-level +
Wholesale pricingmid-level +

 

2) Front-of-House (Hospitality) 

image of people enjoying wine because of an excelled EPOS system

Front-of-house features which are unique to hospitality reflect the greater level of service expected in front-of-house. One big collection of features is “table mapping”.

Or, read our article about front-of-house EPOS functions for hospitality businesses.

Front-of-House (Hospitality) feature listLevel of system required
Menu engineering (individual / multisite) mid-level +
Digital menu boardssophisticated / enterprise
Recipes display for FOH staff mid-level +
Coursing mid-level +
Coursing overrides sophisticated / enterprise
Specific printer routingbasic +
Alternative kitchen display systems sophisticated / enterprise
Quick (button) modifier additionbasic +
Manual modifier addition basic +
Large text on kitchen receipts with clear allergen modifiersmid-level +
Table mapping mid-level +
Bar tabs mid-level +
Set menus mid-level +
In/out dining options mid-level +
Bill splitting basic +
Booking rooms Integration with PMS system required

 

3) Inventory Management

Inventory Management crate

Or, read our overview about what inventory management software should entail. Inventory management is a set of features which dramatically increase in scale as you get bigger. Basic systems come without any inventory management except a stock “countdown” – whereas at the top-end, expect to integrate your EPOS with some inventory-specific software.

Brightpearl is a great example of inventory management software with an EPOS module, rather than the other way round.

Inventory Management Feature ListLevel of software required
Quick and practical view of the state of your inventory Mid-level +
Import from and export to .csv / .xlsxvery basic +
Product categorisation and tagging "depth" very basic - enterprise
Translation between in / outsophisticated / enterprise
Inventory Mapping mid-level +
Inventory search across stores mid-level +
E-commerce integration basic +
Create purchase orderbasic +
Low stock notifications mid-level +
Automatic reorder to par stock levels mid-level +
Cost of goods analysismid-level +
Supplier managementmid-level +
Stock count – manual very basic +
Stock count – scanner basic +
Stock count discrepancies report mid-level +
Constant updating (cloud) all StoreKit systems
Multisite stock transfermid-level +
Warehouse / Logistics management integrate with vertical software
Batching (time-bound inventory) sophisticated / enterprise

 

4) Reporting 

Reporting

Or, read our introduction to EPOS reporting functions here.

We’re collecting all this data…how do we use it? Understanding your business is key to making it better – EPOS features associated with reporting should help you do just that. There’s the finesse with which you can compare tagged attributes; then there’s a series of untaggable attributes which can be examined as discrete lenses.

Reporting featuresLevel of software you required
Sales by... productbasic +
Sales by... custom category (e.g. brand) basic +
Sales by... employee mid-level +
Sales by... time of daymid-level +
Sales by... area/table/shelf sophisticated / enterprise
Rigid timeframesvery basic +
Flexible timeframesmid-level +
Throughput analysissophisticated / enterprise
Comparison (month on month) basic +
CSV export very basic +
budgeting tools sophisticated / enterprise
smart suggestions sophisticated / enterprise
Aggregated reporting Integrate with analytics software

 

5) Staff and Multisite

staff permissions & multisite image

EPOS features around staff and multisite are concerned with how you set your “views” of different functions on the website.

If you’re not sure, read our introduction to staff and multisite functions here.

Multisite & Staff Permissions FeaturesSoftware level required
Different staff views & permission levels (rigid / flexible) basic - enterprise
Clock in / clock out by... card swipebasic +
Clock in / clock out by... fobbasic +
Clock in / clock out by... profile / PINbasic +
Roster planningsophisticated / enterprise
Staff trainingbasic - enterprise
Multisite in reporting mid-level +
Multisite in inventory mid-level +

Pay careful attention to the level of staff training which is included in your package when you select an EPOS software provider.

 

6) Marketing & Loyalty

Marketing EPOS features titlecard

Marketing & Loyalty FunctionLevel of System Required
Loyalty Cardsbasic +
Gift Cardsbasic +
Per £ spent discountbasic +
Per purchase discountbasic +
Buy X get Y freemid-level +
Customer accountsmid-level +
Favourite products sophisticated / enterprise
Visit trackingsophisticated / enterprise
Link to email marketing mid-level +
Email receipts basic +
Custom receipt layoutsbasic +
E-commerce modulemid-level +

E-commerce is a really big and complicated topic! It’s as big a decision as your EPOS – and you may wish to choose an integrated separate e-commerce platform OR an EPOS with an e-commerce module. Take a look at our EPOS for clothes shops page for a detailed study.

 

7) Integrations

Integrations visualised

Finally, integrations are when two softwares talk to each other – check out our integrations page to see a full list of software you may wish to integrate with your EPOS.

With integrations, there’s two rules of thumb. The first is that top-end systems are generally more likely to expect that you integrate; the second is that big companies are more likely to have integrations than smaller companies.

Common integrations include e-commerce, accounting, payments, PMS, and analytics.

Rarer integrations include online ordering systems and delivery platforms.

IntegrationsLevel of system required for integrations to be available
E-commerce integrationbasic +
Accounting software integrationbasic +
Online order system integrationmid-level systems +
Delivery platform integrationmid-level systems +
Wholesale management integrationmid-level systems +
Warehouse management integrationmid-level systems +
Logistics software integrationmid-level systems +
Service scheduling integrationmid-level systems +
Staff management / HR integrationmid-level systems +
Analytics / Information Aggregator integrationmid-level systems +
Marketing / Loyalty software integration basic +
PMS integrationmid-level systems +
Rental software integrationmid-level systems +
CRM integrationmid-level systems +
Payments integrationall StoreKit systems
App storemid-level systems +
Open API mid-level systems +

 

8) Whole System Enablement 

whole system support EPOS functions

If you’re not sure what a “cloud-based” system means, try this article about what cloud EPOS is and means.

On operating systems, it’s important to note that most of the systems on this website have a cashier app accessible via a login which needs to be downloaded; and a web-based back office log in. “Available on Windows / iOS / Android” refers to whether you can download the app to that operating system. The back office can nearly always be logged into from any device.

Other FeaturesLevel of system required
Cloud-based everything via StoreKit
Hybrid / Offline modemid-level systems +
iOS available everything via StoreKit
Android availablesome systems
Windows availablesome systems

 

9) Supported Hardware

supported hardware

Hardware SupportedLevel of system required
Cash Drawervery basic +
Thermal Receipt Printervery basic +
Kitchen Pinter (+ routing) basic +
1D barcode scanner very basic +
2D barcode scannermid-level +
Flatbed scannermid-level +
Barcode Printerbasic +
Dallas Keybasic +
Weighing scalessophisticated / enterprise
Embedded barcode scalessophisticated / enterprise
Card readervery basic +
Caller IDenterprise