Point of Sale
Articles related to Using the Point of Sale
Using the Point of Sale
Accounting and Reconciliation
- Clocking In and Out
- Adding Staff
- Staff Quick Logins
- Split Payments
- Staff Messages in the POS
- Staff Permissions (Point of Sale)
- Backdating a Transaction
- Adding Accounting References to the System
- Applying Accounting References to Taxes
- Edit Register Logs
- Applying Accounting References to Payment Types
- Applying Accounting References to Special Items
- Applying Accounting References to Tax and Sale Items
- Creating a CSV (Excel) File
- Creating a New Payment Type
- Editing a Transaction's Payment Type
- Exporting Sales Data for Accounting Software
- Performing a Refund
- Quickbooks Online
- Receivables and Accounting
- Setting Your Accounting Package
- Report Upload Settings
- Voiding a Transaction
- View Register Logs
- Transaction Viewer
- Reinstating a Transaction
- Special SKU List
- On Account Purchases (Online Store)
- POS Reports Overview
- Backdated Transaction Report
- Setting the Payment Type Button Colors
Customers
- Member Profile Synchronization between the Online System and POS
- Account Display
- Automated Payment
- Customer Accounts and Billing
- Customer and Staff General Overview
- Customer Types vs Booking Categories vs POS Categories
- Charging Interest
- Adding Customers and Events
- Creating Family Accounts
- Member Expiry
- Moving a Single Tee Time
- Membership Account Purchases and Payments
- Minimum Charges
- Moneris Batch Automated Payment
- Printing Customer Statements
- Printing Customer Barcode Labels and Address Labels
- Viewing the Minimum Balance in the POS
- Uploading Customer Statements
- Transfer Balance
- Refresh Full Member List
- Setting Up Batch Payments
- Setting Up Interest Charges
- On Account Purchases and Payments
- Creating Customer Types and POS Categories
General Administration
- Happy Hour Pricing Overview
- Performing Manual Discounts
- # Performing a No Sale Register Adjustment (Paid Out)
- Payment Type Order
- General Register Configuration
- Editing the Cart Waiver
- Creating a Service Charge
- Creating a Membership Item
- Creating a Forced Modifier with an Extra Charge
- Changing the Payment Type on a Transaction
- Changing the Customer Name on a Transaction
- Cash Advance
- Applying a Happy Hour Pricing Level
- Tournament Fees in Check-in
- General Check-in Steps
- Shotgun Check-In (Group)
- Shotgun Check-In (Golfer)
- Green Fee and Cart Combos
- Display Credit Book Balances on Receipts
- Discounts Setup
- Deleting a Happy Hour Pricing Level
- Credit Book
- Adding a Virtual Register
- Auto Close Cash
- Backup Data
- Clear Server Cache
- Installing a POS Upgrade - 2017 Versions and Newer
- Tax Exempt Transactions
- Tax Exemption
- Setting Quick Items
- Setting the Happy Hour Pricing Level Priority
- Setting the Register Default to the Password Field
- Price/Cost Check
- Print Login Information When Adding Public Players from the POS
- Printing a Cart Waiver
- Printing a Generic Waiver
- Redeeming Tickets
- Resetting the Override Password
- Removing a Register
- Removing a Virtual Register
- Removing Items from a Transaction
- Renaming a Register
- Scan Smartphone Barcode
- Set Default Register
- Viewing the Override Password
- Register Configuration Settings
- Register Permissions
- HD Mode (1920 x 1080 screen resolution)
- Creating a Happy Hour Pricing Level
- Editing a Happy Hour Pricing Level
Gift Cards
- Administering Dollar Value Gift Cards
- Creating a Dollar Value Gift Card
- Creating a Restricted Dollar Value Card
- Gift Cards Overview
- Email Gift Certificate
- Email Gift Certificate Disclaimer
- Importing an Existing Gift Certificate List
- Redeeming an Existing Gift Certificate
- Reloading Gift Cards
- Selling Multiple Dollar Value Gift Cards in One Transaction
- Virtual Gift Cards
- Restricted Dollar Value Card Overview
- Multi-Course Gift Certificates
- Electronic Gift Certificates
- Issuing, Redeeming and Checking the Balance on Gift Cards
- Selling and Redeeming a Preprinted Gift Card
Golfer Check-In
- Cart Settings
- Accessing Check-In Setup
- Cart Fees in Check-In
- Check-In Dashboard
- Checking in Using a Ticket/Game Pack
- Checking in Multiple Tee Times
- Game Packs in Check-in
- Linking a Redemption Item to the Check-In Tee Sheet
- Staff Rounds
- Pro-Rated Rain Checks at Check-in
- Setting Holidays
- Power Cart Check-In: General Setup and Relationship to Green Fee
- Viewing the Course Statistics
- Tracking Customer Type Rounds
- Restricted Members in Check-in
- Special and Promotion Items
- Member Carts in Check-In
- League Fees in Check-in
- Checking in Golfers Using a Non-Booked Payer
Inventory Administration
- Purchase Order and Vendor Setup
- Adding and Editing a Vendor
- Creating a Department
- Creating Golf Ball Items
- Creating Green Fees
- Creating Inventory Items
- Creating Items with Deferred Payment Schedules
- Creating Non-Inventory Items
- Creating Power Carts
- Delete/Restore Department
- Deleting an Item
- Creating Annual Rental Items
- Cart Memberships/Packages
- Copying an Item
- Creating a Purchase Order
- Creating an Item with a Markup Price
- Creating Combo Items
- Creating Department Links
- Creating Dynamically Priced Items
- General Department Overview
- General Overview of Creating an Item
- Inserting Spacers and Organizing Inventory Items
- Item Type Overview
- Inventory Adjustments
- Physical Count Sheet
- Receiving Inventory by Vendor
- Receiving Inventory for a Single Item
- Receiving Inventory from a Purchase Order
- Reprinting an Inventory Received Report
- Reset Item Quantities
- Setting the Button Image
- Units and Vendor Configuration
- Restricting the Sale of an Item
- Setting the Button Color
- Theoretical Cost Setup
- Creating a Membership Item with a Deferred Payment Schedule
- Inventory Return
- Inventory Example - Bag of Tees
- Inventory Example - Bottled Beverage
Loyalty Point Program
Opening and Closing Procedures
Ticket System
- Creating Game and Multipacks
- Creating Promotional Offers
- Changing the Expiry Date on a Ticket
- General Overview of Ticket Setup
- General Ticket Administration
- Electronic Ticket Settings: Point of Sale
- Pro-Rated Rain Check Settings
- Pro-Rated Rain Checks
- Setup for Using Preprinted Cards
- Reprinting a Ticket
- Setup for Using a Ticket or Receipt Printer
- Redeeming a Ticket without the Ticket Being Present
- Ticket Reports
- Round Redemption Rain Checks