Eposly Brings Checkout Functionality to Any Salesforce Cloud
No need to build your own checkout with our plug-and-play integration into your Salesforce Industry, Sales & Service, and Experience Clouds, and OMS, and CPQ.
Our 100% Salesforce-Native, feature-rich checkout is built to support even the most complex sales process
Cash Register Management / Controlled Cashiering
- Cash drawer
- Open / close cash register session
- Input balances & events
- Capture open drawer events with detail
- Check gift card / SOV balance
- Full & compact LPOS page layouts
- Live view cash drawer holding amount
- Sales & user performance charts
- Balance sessions & registers
- Closing session reports
Product Management
- Input or upload specs & files
- Category configuration & management
- Bundle support
- Default tax by product, location
- Sales tax integration: Avatax, Vertex
Pricing & Discounts
- Compatible with Salesforce Pricebook
- Multiple pricebooks / special pricing
- Product level discounts
- Customer level discounts
- Price break by product, quantity
- Coupon pricing
Customer Management
- Capture customer details from CRM
- Capture customer into queue (iOS)
- Customer contracts
- Enforce customer field entry
- Add extra custom fields
- Enable credit spending limits
- Manage customer account balance
- Search by past order(s)
- Multiple address support
Order Entry
- Price check / search
- Create sales and credit orders
- Multiple product search options
- Show inventory levels in multiple locations
- Add (configurable) order flags
- Custom field data capture
- Set (configurable) fulfillment method
- Shipping fee integration: Shipstation
- Add order notes & attachments
- Geo-tagging support
- Enforce serial number capture
- Save draft orders
- Remove tax & capture reason / code
- Auto create case (on back of Eposly order)
- Sync to Salesforce order, opportunity
Payment Flow
- Multiple payment types
- Multiple card integrations
- Payment by link
- Mail & telephone orders (MOTO)
Document Handling
- Send by email, link, SMS
- Print thermal receipts
- Save copy of thermal receipts
- Print full sheet documents
Hardware Support
- Barcode scanner support
- Cash drawer support
- iOS & LPOS print support
- 2-line LCD POS display pole
- Offline capability
Back Office
- Location management
- Staff & assignments management
- Customer account management
- Cash register session management
- Events validation
- Advanced control cashiering
- Balance sessions & registers
- Deposit & collection management
- Closing summary
Customization
- Multiple language support
- Lightning event channel support
- Custom pay support
- Insert & open order via app sideloading
- Full custom order / invoice PDF
- Custom pages
Our Technical Partners
