---
title: EPoS Training for Managers
description: Let us show you around the management functions within our EPoS function.
---
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1. [Knowledge Base](https://help.kobas.co.uk/?hsLang=en)
2. [In-Venue](https://help.kobas.co.uk/in-venue?hsLang=en)
3. [EPoS Basics](https://help.kobas.co.uk/in-venue?hsLang=en#epos-basics)
January 25, 2026
# EPoS Training for Managers
## Let us show you around the management functions within our EPoS function.
**Who can use this feature:**
🥇Accounts on the **Starters**, **Mains** or **All You Can Eat** plan.
🔐Users with access to EPoS Local, Your Customers, permissions.
#### Jump to:
- [Introduction](https://help.kobas.co.uk/epos-for-managers#intro)
- [Price adjustment and discount application](https://help.kobas.co.uk/epos-for-managers#adjust)
- [Closing session and user management](https://help.kobas.co.uk/epos-for-managers#close)
- [Reservation and deposit management](https://help.kobas.co.uk/epos-for-managers#reservation)
- [Online Ordering](https://help.kobas.co.uk/epos-for-managers#online)
---
### Introduction
The [EPoS Basics](https://help.kobas.co.uk/epos-basics?hsLang=en) guide provides an overview of the basic functions of our EPoS, which are generally available to all staff within the industry. This article follows on from that, showing functionality that generally would only be available to management staff.
When changes are made to your EPoS in the cloud (such as EPoS Items, Menu Pages, Menu Layout and Customer Facing options), any changes will only take effect once you have completed a **Download Data** in each affected venue. This simply tells your EPoS Server to talk to Cloud to receive the update.
This is found by going to **Admin \> Download Data**. This only needs to be done on one of your tills in the venue, any any till can be used, including an iPad.
#### Price adjustment and discount application
This video looks at how to adjust prices in the EPoS and use and apply different discount types. The second video looks at the Discount Code application on EPoS.
**Top Tip:** To refund a customer, add the items to refund to your basket and go to **Admin \> Refund** you can then choose **Cash**, **Card**, or any of your other payment types. This will be logged in your cash log, the refund pushed to your card machine if it is integrated, and the stock replenished in the Stock Management Sytem.
Closing session and user management
In this video, we explore how to Z-Read the till and close the session for the end-of-day process. We also explore adding Dallas key users.
Below are screenshots showing the Dallas Key "Manage User" screens and the various options to assign, delete and suspend keys.
#### Reservation and deposit management
This video looks at how to manage reservations through EPoS, including taking bookings for the future with or without deposits and managing bookings on the day of reservations. We will also look at dealing with "Tab Credit". The second video looks at using the Deposit Redemption function as a standalone feature, not linked to our reservation system.
If you use DesignMyNight as integration with Kobas, please see the [specific page](https://help.kobas.co.uk/designmynight-integration-settings?hsLang=en) in the Knowledge Base for how this function works.
#### Online Ordering
There are four ways that orders can be placed online and then come through to your EPoS system:
- [Deliverect](https://help.kobas.co.uk/deliverect-integration?hsLang=en) Integration,
- [Preoday](https://help.kobas.co.uk/preoday?hsLang=en) Integration,
- Through your Kobas [Customer Interaction Centre](https://help.kobas.co.uk/online-ordering-venue-settings?hsLang=en) (CIC),
- [InnStyle](https://help.kobas.co.uk/innstyle?hsLang=en) Integration
You can find out more about how each integration works by using the links above. You may also wish to read about our [**Order Tracking**](https://help.kobas.co.uk/epos-order-tracking?hsLang=en) facility within EPoS, which allows you to accept orders (where required), and to monitor an order through the preparation stages.
Return to [Training for Managers](https://help.kobas.co.uk/training-for-managers?hsLang=en).
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- [EPoS Advanced](https://help.kobas.co.uk/in-venue?hsLang=en#epos-advanced)
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- [Customers](https://help.kobas.co.uk/customers?hsLang=en#main-content)
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- [Online Ordering and Loyalty](https://help.kobas.co.uk/integrations?hsLang=en#online-ordering-and-loyalty)
- [Integrated Systems](https://help.kobas.co.uk/integrations?hsLang=en#integrated-systems)
- [Reservation & Booking](https://help.kobas.co.uk/integrations?hsLang=en#reservation-booking)
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