Documentation | Point Of Sale Software | Works with Virtuemart & Prestashop

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Version 3 Documentation

1 - Installation

2 - Configuration

3 - Terminals

4 - Accounts

Introduction to Accounts

Customers

Gift Cards

Groups

Subscriptions

5 - Inventory

6 - Invoicing

7 - Purchasing

8 - Reporting

9 - Tools

Customers

Customers can be added to eQuate for record keeping and membership purposes. With the Loyalty module enabled, Customers can also accumulate points for redemption towards a discount on their order total. Customers can be attached to Invoices, Tickets, Calendar Events, Gift Cards, and Subscriptions. Attaching Customer profiles to Invocies gives you the ability to view purchase history for each Customer. Customers can be added to orders quickly in the Terminal. Customers can also be assigned a unique SKU for easy lookup during the checkout process. Customers can be added in the Terminal and the Back Office.

Add A New Customer

Navigate to the eQuate Back Office
On the left navigation bar, click "Accounts", then click "Customers".
On the top button menu select "New Customer" (see Figure A).
Complete the details of the new Customer. Click "Save Changes" when you are complete (see Figure B).

Modify An Existing Customer

Navigate to the eQuate Back Office
On the left navigation bar, click "Accounts", then click "Customers".
Using the table, find the Customer row you want to edit and click "Action", then "Edit".
Edit the customer details and press "Save Changes" when complete (see Figure B).

Figure A

Use the Back Office to create New Customers. The Terminal can also be used to Create Customers.

Figure B

Click "Save Changes" when you are complete.

Introduction to Accounts

Accounts

Gift Cards

Use of this documentation is subject to the eQuate Point Of Sale Terms Of Use. This documentation contains proprietary and confidential information of eQuate Point Of Sale. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form, in whole or in part, by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of eQuate Point Of Sale.

This documentation is subject to change without notice. The information contained herein may not reflect the final design in some instances. eQuate Point Of Sale assumes no responsibility or liability for any error, omissions, assumptions, or any conclusions drawn from this documentation. All third-party trademarks and service marks mentioned in this documentation are the property of their respective owner(s).

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Features

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About eQuate Point Of Sale

eQuate Point Of Sale (POS) is a point of sale system that can run independently, or synchronized with various online shopping carts (like Virtuemart or Prestashop). Allowing inventory to be combined into one database for store front selling and online selling. It allows your website to be completely synced with your store/warehouse levels. Customers enjoy the ability to see real time stock on your website, and it also prevents back ordering issues, and messy situations. Start a Free Trial today!

2026. Point Of Sale Software | Works with Virtuemart & Prestashop
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Customers

Figure A

Figure B

Quick Menu

Features

Shop

About eQuate Point Of Sale

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