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Overview
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Full screen and how to enable/disable it
Click on this area in the upper right corner to change the POS-Interface into full screen - While hovering over it, it will show “Toggle Fullscreen”:
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A screenshot follows to visualize what each part of the POS-Ticket means/what which buttons do/show:
Additional Features
→ Click on this button for additional features
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→ Click on this button to add funds and complete this transaction.
→ Click on this button to cancel this transaction (or click outside of the dialog window to cancel).
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You may also click on the symbol on the left (the arrow pointing leftwards) after clicking on the orange button, next to your POS-Device’s name, to sign out:
Tags
When you open the POS, this is the default-area loaded. This is the part of the POS which allows you to freely navigate through pre-defined Product Tags.
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Your mouse wheel
orThe sidebars on the right
Click on any Product to add it to your current POS-Ticket:
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Whether adding additional Products results in a separate Product Position or adding to the quantity of an already existing Product Position (if it is the same), can be defined by yourself under POS-Groups. |
You may hover over a Product Tag to see its name.
Clicking on any of the Product Tags will only show the Products assigned to this Product-Tag - This is useful for specific Greenfees or Rentals you often sell to save time searching.
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The POS-Interface will change accordingly:
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Notice the colored borders? These are defined by the Product-Tags color chosen. You can freely change the color any time under General Settings | Product Tag. The icons are optional - if not defined, the name of the Product-Tag will be shown. |
Click on this small icon in the lower-right corner to reveal additional information, which will show you the following details of this Product (if defined):
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Simply click on one of the following buttons to change the order of the Products.
By default, Products are shown ordered by:
Product-Tags(s)
Manually assigned order of Products
This can be changed to →
Product-Tags(s)
Ascending alphabetical order:
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Or change this to →
Product-Tags(s)
Descending alphabetical order:
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If you close the current window/tab in your browser and open it again, it will switch back to the default ordering of Products. If you do not close and open a new window/tab in your browser, the selected ordering of Products stays the same while switching between areas of the POS. E.g. you proceed to “Payment”, complete a transaction and navigate back to Tags - The ordering option you chose earlier remains the same. |
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This is the 2nd area where you can find Products with a search-function.
→ Click on this button to move to this area of your POS. It’s designed to search and find any Product eligible to be sold in this POS-Device.
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Clicking on the arrow will change the POS-Interface to show either the Main- or Subcategories:
The other option is to navigate through the Main- and Subcategories of your Products.
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Simply click on the desired Icon/Text to navigate to this specific entry:
→ If you click on this Maincategory-Icon, it will show the Subcategories of “Restaurant”:
The Category you have currently selected is shown with a dark-grey background.
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Product Tags are not the same as Main- or Subcategories. They are independent entities. This is why knowing how to navigate through both areas, Tags & Search, is essential. |
You may klick on this icon to reveal additional information, similar to what you can do in the Tags-area , showing additional information:
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Use the Clear-button to reset the Quantity or cancel scanning a Barcode.
Payment
→ Once a ticket is ready to be paid, click on this green button to move to the Payment area of a POS-Ticket.
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Your current selection is colored blue - None means, nothing is printed / no printing dialog window is going to open when this POS-Ticket is settled:
You can always print out a copy of this transaction if you navigate to Receipts.
→ By clicking on this arrow pointing downwards, you can choose a different template to print.
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Account Balance:
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Limit Amount:
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→ Clicking on this button adds the Electronic Wallet as a Payment Option to the POS-Ticket, allowing your Customer to pay with the Electronic Wallet - Define the amount manually or click on the Star-symbol to automatically assign the remaining amount to this Payment Method:
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Charging an Electronic Wallet via Customer Account Funding
Click on this yellow button in the upper left corner of your POS-Device. This will open a dropdown-menu with additional functions of your POS-Device.
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Choose the correct Electronic Wallet to charge, the amount and the “Receiving Fund Payment Method” (= the Payment Method) received from the Customer:
If you then refresh the tab/window of the browser or create a new POS-Ticket and choose the Customer again, the updated amount will be reflected in the current balance of this Customer’s Electronic Wallet:
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Search the right Product or choose it using a Product Tag and add it normally to your POS-Ticket:
Change the amount of this Product manually to the amount you want to charge the Electronic Wallet (click into the Price to be able to manually change it):
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Click on the 3 black dots in the lower right corner of the following screenshot…
→ …and click on “Set Ticket is for Dep”… ←
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Tick the checkbox next to “Fund to this account.” and choose the Payment Method received from the Customer. Then, hit the Star-symbol to automatically settle the right amount for this POS-Ticket.
→ Click on the green button to settle the POS-Ticket and fund this Electronic Wallet:
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If this POS-Ticket is successfully marked as a Deposit-Ticket, a piggy-bank-icon can be seen next to the POS-Ticket-Number (above the POS-Ticket amount). |
Discount
→ Click on this button to change the POS-Interface to the Discounts-Overview.
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Click on this symbol to manually define a Discount - Choose the % for a percental Discount, or choose the Currency to define a manual Discount.
If you made a mistake, press on this button to clear your input.
Click the green Tick-button to apply the Discount to your current POS-Ticket’s position you chosen:
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The Total will update accordingly and will be shown as with a different color (34,00):
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Just like with Tags, you can order the Discounts in default, ascending or descending order using the appropriate buttons next to your Discount-Category. |
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→ Create a new ticket clicking on this button. You can create (and delete) as many POS-Tickets as you like - but you can not restore them once you delete them. Please keep this in mind.
Deleting a POS-Ticket
→ Click on this symbol to delete the whole POS-Ticket, if you have no individual Product Position currently chosen.
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Editing a Customer record directly in your POS
← Click on this arrow first. It’s located right next to the X-button:
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This changes the POS-Interface, allowing you to directly edit a Customer record and to create a new Address for this specific Customer - directly in your POS.
→ Click on this button to edit the Customer’s record - directly in your POS:
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→ Use it to create & permanently enable this Address for the specified Customer.
→ Click on this button to cancel the step of entering a new Address.
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To remove/define an Address as Billing or Postal Address, click the corresponding buttons:
You may also update or delete an already defined Address:
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There are a few things which should be mentioned.
Adding an Agent
→ Click on this symbol to start adding an Agent to this POS-Ticket:
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Search for an already created Agent in your GolfSuite:
→ Click on the tick to add this Agent to the POS-Ticket. The visuals will change (blue background):
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Removing an Agent from a POS-Ticket
→ Click on this symbol (now with a blue background) to start the process.
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to save the change done to this Product:
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You can not change the Total of a POS-Ticket position directly. Change it by applying a Discount or manually defining the Price you want to charge. |
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How to show additional information about the Product Position
← Click on this symbol to show additional information about this Product:
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We assume we send the whole booking to the POS-Ticket - but Maxi Muster tells us he wants to pay for his mother, Musterfrau Martina, which is currently not a member of your Golf Club.
← Click on the tick on the very left corner of a Product Position and define the correct Customer which is paying for this specific Product:
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How to delete a specific Product Position
← Click on the tick on the very left corner of a Product Position:
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The currently selected Product(s) will be shown with a dark-grey background:
→ Then click on this symbol to delete it.
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How to remove a Payment Method from a POS-Ticket
← Click on this symbol to remove an already assigned Payment Method.
How to show/hide more Payment Methods inside your POS-Interface
← To show additional Payment Methods, click on this button.
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Each Payment Method available at the POS will be visible:
← You can show less if you click on this button.
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The Payment Method shown within the UI-Element is the Short Name defined in The Tooltip shows the Display Name, if you remain with your mouse over the UI-Element. The Display or Short Name can be changed freely, not affecting the function of the POS. |
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Successful (e.g. the Customer’s Debit Card has been charged) - 2 ticks are visible:
Failed/Aborted by the POS-User (e.g. the Customer’s Debit Card has not been charged) - a X is visible:
Settle the the POS-Ticket for it to be correctly registered and shown under Daily Reports.
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Billing CRM
Pick the following option:
Choose “Refund”:
Orhttps://nexxchange.atlassian.net/wiki/spaces/GSE/pages/547979351/Customers+CRM#Customers%26CRM-Invoices
Pick the following option:
Choose “Refund”:
OrClick on the orange Button, select “Refund for Invoices” and find the correct Invoice:
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