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Essential POS
Essential POS
A Computer Perfect Company
  • Frequently Asked Questions

Which Browsers are supported?

Essential supports Chrome, Edge, Firefox & Apple Safari.​

How does Technical Support work?

Support is available seven days a week, on the second ring with no hold times.  No voice mail, no automated phone system with prompts, simply a technician asking how they can help you. 

Does this POS offer gift cards program?

Yes, and we do so perfectly. This all depends if you have a single location or run a larger chain. A few options are available.

Can I access my data from home?

Since Essential POS is cloud-based, you have full access to all your store's data, not only from home, but from anywhere an internet connection is available.  Open your browser, enter your log in credentials and you're in. 

What is the 'Today's Sales' feature about?

This is an excellent snapshot of your business data for the current day. Seven tabs of data display a wealth of information within seconds ... from total sales, number of invoices, average invoice, gift cards, rewards status, invoices, items sold, profitability and much more.  Always be in the know.

Does Essential POS offer multiples sales tax rates?

The system handles four tax rates per item. from percentage based to flat taxes.  If your local community taxes it, then Essential POS can collect it.
Example:  Wine could have the primary sales tax rate of 5.25%, then an additional 1.25% alcohol surcharge. Then throw on top of that an additional 0.75% school tax and also a flat tax.

Does Essential POS partner with QuickBooks Online?

Essential POS is integrated with QuickBooks Online, the leading accounting software for small businesses. The integration allows Essential users to automatically export their daily closing sales along with accounts payables which then is automatically imported into QuickBooks Online.  No manual inputs are required, as the accounting process is automatic and free from human error.  Click here for more information.

What kind of Marketing Tools does Essential provide?

Essential POS is much more than an inventory control application. It also includes a robust marketing center to help you sustain and grow your business.
​It has capabilities such as, but not limited to:
Integration with Constant Contact for strong email marketing campaigns.  (Great option)
 * Requires a monthly subscription
 * Robust customer tracking reports where the results of your queries can be sent to Lightning's marketing center. 
  *  Inactive Customers
  *  New Customers
  *  Top Customers within any time period
  *  Who purchased 'x' between $ x.xx - $ x.xx
  *  Your favorite product has arrived; handle it
All our filtering options allow a store to target customers based on their buying patterns.  Especially useful if a customer has not re-visited your store in a few weeks.

How can I enter Customer Data?

Quickly start to key in the address and Essential POS will display a listing of addresses, including city, state and ZIP. Data entry has never been easier

Physical Inventories - How does Essential work?

It is not a fun day when the time comes to count your inventory; however Essential POS is well equipped to handle this task.  From handheld portable inventory data collectors to working with multiple iOS devices (iPad, iPhone) all at the same time.

What type of Inventory does Essential POS support?

Essential POS supports various types of inventory management.
 - A  standard item that is sold at the register, received by your staff, can be placed  on​ purchase orders and  allows the most detailed way of monitoring an item.

 - Products you buy and sell but don’t need to track qty. on hand levels. Items such as nuts and bolts would be an ideal example.

 - Services you provide to your customers such as gift wrapping, delivery, etc.

 - Ideal for items that contain multi-items.  A gift basket would be an ideal situation to utilize this type.

 - Items such as soup that comes in a large can of XXX ounces and then is sold in smaller quantities ie Small 5 oz. Medium 8 oz. and more. 

 - Items that are sold in different packaging variations such as beverages ie Single,
six pack, Case and more.

How do I change Employee Security Settings?

With an easy-to-follow design, the System Administrator and other authorized users can adjust an employee's security settings by clicking the text.  'Green' indicates this employee has access, and 'Red' indicates no access. 
Plus, with an extensive audit trail, all changes to an employee profile, including the before-and-after values, are reported. 

How are Essential POS Updates distributed?

Essential POS through your browser. 

All updates are posted directly to our cloud servers which means when you log in you automatically are working on the most current version.
​Essential for the iPad & iPhone

With all iOS applications, we post updates to the Apple store, which you can download manually or have your device configured to automatically download/install the updates. We also have an automatic feature where when you try to log in the system will give you a message that a new update is available and take you to the Apple Store page for immediate download.

Can users offer feature suggestions to Essential POS?

If you feel any aspect of Essential POS needs a feature, please tell us. If you, click here you will be taken to our Contact Us page.  We deeply care and are always anxious to hear from you on improving our platform.

What kind of hardware does Essential POS work with?
Windows Platform

>Credit Card Devices:

We only use the Pax A35 device.

>Pole Displays:

Lightning Enhanced Pole Display includes an Android 8" tablet enclosed in a custom stand.

>Label Printers:

Bixolon  direct thermal models or Zebra manufacturers are supported 


We support the following label sizes:

2.25” X 0.75”
2.25” X 1.25”
2.25” X 3.00”

iOS Platform:

Star TSP 100 series, network receipt printer.
Socket Mobile series iOS scanners (We are a certified, integrated developer).
Pax S300, A920,& Dejavoo mobile devices are supported.
The Z6 has a signature pad built in, the Z1 does not which means the clerk must flip iOS device so they can sign on the screen.

Hardware: iOS Scanner

Set up of a bar code scanner for your iOS Device 

Essential POS for your Apple product is integrated into the Socket Mobile scanner line.  This link details how to put the scanner into iOS mode which allows you to use the on-screen keyboard and the scanner at the same time.

What you need to know about a Chargeback

Click here to learn everything you need to know about Credit Card Rules and Chargebacks.