Point of Sale stands for:
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The menu
Seller
Path(Menu): POS → Settings → Administration → Seller
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You can create as many salespersons as you like and control them at several interfaces. In order to guarantee you the desired overview, you can filter by the desired seller at any desired interface (invoice overview, article overview, invoice items, etc...). You can see how to filter in the GolfSuite under General Information#Filter Function. |
The sellers are usually used to keep separate accounts. Like e.g. the golf club and the GmbHLtd.
You can also differentiate between these with different invoice groups, templates, accounting runs, cash register systems, daily reports, payment methods, article management and much more.
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If you want to create a new seller, you can start with the usual + button in the table view (grid):
(Mandatory fields are as always "colored" highlighted in darker orange)
We When you have created the seller, you will need to provide supplement information on the seller with the following index cards:
Bank data are details are deposited here: Here the bank data are deposited, no validation takes place (the input can be freely selected).
Payment method: Which variants does the seller have to pay invoices.
Seller statusstate: Here the financial year is set/displayed, which invoice number was last used (order, reminder and invoice number) and an invoice area is created.
Press 
to 
to reset all fields and set the current year.
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In principle, all sellers have the format year/00000000 (= e.g. 2027/00198750). If you want a different or a completely different formatting, please contact the Nexxchange Support (support@nexxchange.com) or simply send us a feedback! The information to be deposited (see image below "Format") is in "Java" formatting. |
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Since the clubs end and restart the season at different times, the financial year has to be started manually in order to change over. With the turn of the year, the changeover does not happen automatically and is the responsibility of the golf club! If, for example, you close in October and open again in March, you can still use invoices for the financial year for October. After you have created all invoices for the previous year, you can advance the " financial year ". Please note that this process must be performed for each seller. (Each seller has its own seller status = financial year) Info: As soon as you advance the " financial year " the number generators will be reset. If this is not desired, you can "adjust" the last invoice number (see image above). |
However, if you would like to keep the consecutive invoice number in the new financial year, please adjust the financial year manually 
by editing the "Cash receipt number enumeration".
Templates Assignment: Here you can define/assign several templates for your seller for each area:
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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 | ||
| 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 | |
| Intermediary | 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 | |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. |
| Transaction selection | 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 individual representative. |
| Text search | ||
| Discount | Filter by discounted bills |
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Customer Account Funding: This will be marked in case you were charging up a customer account.
POS Ticket Item
The POS Ticket Items shows you all the items which were booked at the cashier, in the order they were booked in. The table contains the following information:
Created on: The date the item/product was added to a ticket.
Date Deleted: The date the item/product was deleted form a ticket.
Payment Date: The date the item was paid.
Product: The item name.
Quantity: The quantity of the item.
Total Price: The total price of the item(s).
Discount: The discount given for this item.
VAT: VAT amount of the price.
Vat %: The VAT percentage.
Price Base: If the price base is net or gross amount (based on what has been determined for the product).
Last Updated: The last time the ticket was updated (when it is created, deleted, edited, paid, etc.).
Cash balance reports
Path. POS Cash closing reports POS → Cash balance reports
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