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Overview
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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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Your mouse wheel
orThe sidebars on the right
Click on any Product to add it to your current POS-Ticket:
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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 →
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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:
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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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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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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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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 from the TeeTimes to the POS - 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 search/choose 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.
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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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This only needs to be done if you need the correct amount for Virtual Payment Methods like: Invoice, Bank Transfer, etc, shown under Day Reporting. The Invoices will be correctly tracked in the Financial Report regardless. E.G. you send a report to your accounting team, so it needs to be accurate. If the Day Reporting is of no interest to you or Virtual Payment Methods are tracked via the Financial Report independently, this is not a necessity. You can simply void the wrong Invoice in the Back-Office to correct the Financial Report. |
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In case you did enter a Payment already in the 1st Invoice , simply choose via the Back-Office:
Please refer to the screenshot to visualize a “manually” entered refund. |
