Point of Sale stands for:
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During the settings, one must still indicate that this should be available at the POS. Thus this is then after configuration with the salesman (see salesman/payment types) at the cashier visible.
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Special payment types such as 'Invoice' do not close the created invoice when selected. Invoices created in this way must be manually marked as paid. See also (Part) Payments: Invoices - Backoffice#Backoffice (partial) payments |
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It is necessary to select these three options correctly so that to avoid any error in the cancellation of the invoices! |
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In a new GolfSuite, there is always a default POS to give you access to the POS (according to the settings you have made). This can be overwritten/extended (change name, add a new device, allow users to access the POS, etc...). However, it is usually deleted/modified according to your specifications during setup configuration. |
Step 1
First, we start with the configuration of the POS by following the path, POS → Settings → General Settings.
The next steps explain how to create a new POS group that allows you to group several POS systems.
Group Name: Name The Name of the POS group.
Group number: Number of The number of the POS group.
Ticket number generator: a consecutive number which is responsible for the assignment of the ticket number (not to be confused with the invoice number).
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This step is particularly important as you will now have access to the cash register after you have made the setting.
Step 3
A POS device will be added to the POS. This could be compared to a cash drawer. After assigning the POS device to the POS group, we now have an "empty POS system".
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If you need to create one or more POS devices, first go to the POS Devices tab and add some via + |
As shown in the screenshot, we have now assigned a user to the POS and assigned the POS device.
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With the + button we first create a product tag.
After we select the product tag, the 'Add Product Tag Assignments" button appears and we can add a product to the product tags.
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The order of the products here determines the order of the display in the POS. The order can be changed here at any time by 'drag & drop' with the mouse. |
So far we have created a product group and provided it with products. Now we still have to adjust, at which POS group this should be displayed.
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You can add a product tag with the button "Add Product Tag Assignment" which causes the following popup to appear:
The magnifying glass indicates that it is a search field. So we enter the name that we have set and select it.
If the input is green, we can click on "Add Product Tag".
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| Term | Explication | Note |
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| Date from & to | The period for which you want to narrow down your search | |
| Customer | For a specific customer | |
| User | Logged in user | Searching for users is very helpful, should not use multiple users 1 account (who billed when/what...). |
| Amount from & to | Limiting desired amounts | |
| Payment method | Filtered according to certain payment types | |
| Agent | Filter by invoices with set agent | The sales agent can be stored as a 'sales agent' or a 'customer' in an invoice. |
| Item | Filter by a specific item | Only when grouping by-product or booking reference. |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by-product or booking reference. |
| Include Cash Book? | Filter by cash book entries or POS invoices | If, for example, you need to print a report, you can explicitly filter by which areas your entries are from. |
| Representation | Filtering with or without representation | |
| Representative | Filter by specific representatives on whose behalf you sell | Here you can search for an individual representative. |
| Text search | Only when grouping by-product or booking reference. | |
| Discount | Filter by discounted bills | Only when grouping by-product or booking reference. |
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