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Before you can set up a cash register, you must first do the following:
| Task | Reason | Effect/Note | Where can I find this function? |
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| 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. |
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Individual is used if a more precise specification is required (e.g. 19 € or 77%). |
POS Templates Assignment
Path. POS Administration Select "Group POS → Administration → Select "Group" → POS Templates Assignment
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A check is also performed here to exclude duplicates of the customer (see red marking in the screenshot).
Address of the customer
You can now change all customer details directly in the ticket.
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If you only want to remove the discount for certain items, you must select them and remove them again (in this example, the discount for items 1 + 2 is deleted):
Close ticket
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You also have the option of storing the payment in several variants. All you have to do is select the desired method of payment and enter the amount that was paid with it and complete the transaction/ticket as usual with it Reminder: In order to be able to complete a ticket, no remaining amount must be open! Exceptions are payment methods where you can withdraw money from the cash drawer or return money is still to be paid. |
If one and the same booking was inadvertently sent 2x to the POS, only one ticket can be completed and paid for.
Example: The following booking has already been paid for, but because you tried again to send the booking to the POS, this ticket appears as open.
If you now try to charge the ticket a second time, the following security prompt appears:
In this case you should click on "Cancel" and delete the open ticket in the POS, as the amount has already been collected.
However, you also have the option to charge the amount a second time, if this is desired. Select the corresponding reference option and click on "Pay".
The amount will now be charged a second time and a second invoice will be created for the same customer.
Agent (sale on behalf of)
The deputy function is used when you issue receipts/invoices on behalf of 3rd persons.
First to the configuration of this function:
You must have entered the 3rd person as a vendor in the system. How you can create the supplier you can find under article administration - enterprise resource planning# merchandise management supplier.
Under Article → Administration → Substitute you can define this now:
With the usual + button you can indicate now whether this is to place as 'in the name of' and / or as 'on account of' invoices:
In the name of
The 3rd person is responsible for the provision of the service.
On account of
Here the money for the 3rd person is collected. Similar to the trustee.
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Please note that a UID number must be stored with the supplier in order to be able to select it. |