Features

    Complete feature list

    A complete overview of Eposly's capabilities, helping buyers and architects understand how sales, payments, and transactions run inside Salesforce.

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    Salesforce-native transaction execution — Complete configuration, pricing, payment, and order creation in one Salesforce flow.
    Unified customer and transaction records — Capture every transaction directly on the Salesforce customer record.
    Real-time order creation — Create orders instantly during the customer interaction without external checkout systems.
    Transaction-driven customer intelligence — Each transaction enriches Salesforce with pricing, configuration, and purchase data.
    Salesforce-native data model — Leverage Salesforce objects for reporting, automation, and customization.
    Salesforce automation compatibility — Trigger flows, automations, and integrations directly from transaction data.

    Guided assisted sales workflows — Support in-person, counter, field, and remote assisted selling.
    Configurable product sales — Sell products and services with selectable options that affect pricing.
    Bundles and add-ons — Create and sell configurable bundles and service packages.
    Flexible pricing control — Apply discounts, negotiated pricing, and customer-specific pricing during checkout.
    Customer context during checkout — Access customer history and preferences while completing transactions.

    POS transaction interface — Process assisted sales transactions through a Salesforce-native POS interface.
    Barcode scanning support — Speed up product selection using barcode or SKU scanning.
    Receipt generation — Generate digital or printable receipts after each transaction.
    Custom receipt formats — Configure receipts with location-specific or business-specific information.
    POS reporting — Track store activity and transaction performance through Salesforce dashboards.

    Flexible payment methods — Accept credit cards, debit cards, digital wallets, and contactless payments.
    Multi-provider payment gateway integration — Connect to payment providers such as Stripe, Adyen, Square, and CardConnect.
    Split payments — Allow multiple payment methods within a single transaction.
    Partial and deposit payments — Accept deposits or installment payments when needed.
    Refund and reversal handling — Process refunds directly within Salesforce.
    Real-time payment status tracking — Monitor successful, declined, and pending transactions instantly.

    Salesforce-native product catalog — Create and manage products directly within Salesforce.
    ERP and PIM integration — Sync product catalogs from ERP or PIM systems.
    Product image support — Display product images within the POS interface.
    Barcode and SKU management — Track products with standardized identifiers.
    Real-time inventory visibility across locations — Access stock availability across stores in real time.
    Omnichannel inventory visibility — Maintain consistent product availability across sales channels.

    Flexible fulfillment options — Support delivery, pickup, and store fulfillment scenarios.
    Order fulfillment tracking — Track order progress and fulfillment status.
    Granular line-item tracking — Monitor individual items within orders.
    Unfulfilled order monitoring — Identify and resolve incomplete fulfillment requests quickly.
    Salesforce OMS integration — Integrate with Salesforce Order Management when advanced fulfillment is required.

    Centralized multi-location control — Manage store operations from a single Salesforce environment.
    Store-level user management — Allow managers to control access and permissions per location.
    Location-specific tax configuration — Apply tax rules based on regional requirements.
    Custom order types by location — Adapt workflows to local operational processes.
    Multi-location revenue tracking — Analyze performance across stores and service points.
    Cash register management and reporting — Track register sessions, cash movements, and cashier activity.

    Real-time revenue tracking — Monitor revenue by location, product, or transaction type.
    Transaction status monitoring — Track payment outcomes and order progress.
    Location performance dashboards — Analyze store activity through Salesforce reports.
    Inventory performance analytics — Identify fast-moving and slow-moving products.
    Operational insights — Use transaction data to improve sales and operational decisions.

    Salesforce Customer 360 integration — Transactions enrich the unified customer record.
    Salesforce ecosystem compatibility — Integrate with Marketing Cloud, Commerce Cloud, and Order Management.

    Runs entirely inside Salesforce — No external application infrastructure required.
    No external data processing — Customer and transaction data remain inside Salesforce.
    Aligned with Salesforce security model — Use Salesforce roles, permissions, and governance.
    Native Salesforce auditability — Transaction events follow Salesforce audit and logging capabilities.
    Enterprise-grade Salesforce infrastructure — Leverage Salesforce reliability, security, and global infrastructure.

    100%

    Salesforce-native

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