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Please note that the templates defined by the seller are always used when printing the invoices. |
Payment methods
The payment types that are released for configuration are created here. The creation of a payment type works again via the + button in the table view (grid).
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 cash on hand 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 |
Configuration of the POS
Before you can set up a cash register, you must first do the following:
| Task | Reason | Effect/Note | Where can I find this function? |
|---|---|---|---|
| Create seller | As soon as you create a seller, a separate stock management / invoice circles / article management / etc. can be made possible. | Items always have a unique seller. You can "only" sell items that correspond to the seller that you have defined in the configuration. | Cash desk-Seller |
| Create business structure | The business structure is the "scaffolding" of your company/club, where you can hold on to your concept. | The transaction structure is not specified directly for the POS configuration, but is necessary to create or store a section or warehouse. | Golf Club#Business Structure |
| Create Section | Is hierarchically the first level in your business structure where you specify your club, for example. | Golf Club#Business Structure | |
| Create warehouse | To be able to manage the stock information for the articles, you need to specify a warehouse. | You can specify a warehouse for each POS configuration. | Golf Club#Business Structure |
| Create templates | In order to be able to guarantee the desired presentation of the invoice, templates are required. | Different or several templates can be defined/stored for each receipt/invoice. | Invoices - Backoffice#Backoffice Templates Overview |
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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 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 → Administration → Configuration.
The next steps explain how to create a new POS group that allows you to group several POS systems.
Ticket number generator: a consecutive number which is responsible for the assignment of the ticket number (not to be confused with the invoice number).
The ticket numbers are used e.g. for the visualization of the daily lottery (more about this under the menu item cash daily lottery).
Seller: corresponds to the economic enterprise which sells its articles via this POS (e.g. leasing company, club, hotel).
Storage location: here you specify the stock level from which the quantity is to be deducted (important for inventory).
Customer: is filled in if it is desired that exactly one specific customer is selected for each newly created ticket. This makes sense, for example, if a large number of day guests are entered without wanting to enter names.
This setting can also be changed/adjusted at short notice if you use this function in a certain week, for example, where a lot of tourists are visiting.
Invoice print mode: a default setting that should intercept too many clicks. If a selection should be made here (e.g. receipt), the selection with the print preview is called each time after completion of an invoice.
Step 2
It is defined which user is allowed to access the POS (POS user). This is done using the usual + button at the bottom left of the "Table" (Grid).
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 + button. Then we can continue with the assignment of the device to the group. |
As shown in the screenshot, we have now assigned a user to the POS and assigned the POS device.
Key groups
The settings can be found under the path, POS →Verwaltung →Tastengruppen.
With the + button we first create a group.
After we select the group, the 'Add button to group' button appears and we can add an article to the key group.
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The order of the articles 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 key group and provided it with keys. Now we still have to adjust, at which POS group this should be displayed.
For this we have to go back to the menu POS→Verwaltung→Konfiguration.
After we have selected the desired POS group, we switch to the file card Key groups.
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 key groups".
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The result at the cash desk then looks like this:
Registration at the POS
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The "registration" is saved immediately after the 1st attempt. If you want to change/exit the group or the device, you can do this with the button. Then you can make the desired settings. If you change to a different group or seller, you must note that not every seller can sell the same item stock. If you are in the wrong group, it may appear that no items are available, please change the group. |
Display options
If you want to add more information to the keys, you can do so here.
The result then looks like this:
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Here something is indicated only then, if under the article administration a "characteristic" is deposited. e.g..: Pullover check beige and size XL. This information is then displayed as follows: check, beige, XL. |