Point of Sale stands for:
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Once you have selected your seller, switch to the 'Templates assignment' tab and go to
Here you select:
- Under Invoice format, select the area in which a template is to be assigned.
- Next, select the created/existing template.
- Finally, you can also specify whether this template should always be proposed as default:
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Please note that the templates defined by the seller are always used when printing the invoices. |
Payment methods
Path: POS → Settings → 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 cashier 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 |
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| 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. | |
| 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 Club → Business Structure |
| Create Section | Is hierarchically the first level in your business structure where you specify your club, for example. | Golf Club#Business 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 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 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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First we start with the configuration of the POS by following the path, POS → Administration Settings → ConfigurationGeneral Settings.
The next steps explain how to create a new POS group that allows you to group several POS systems.
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Group Name: Name of the POS group.
Group number: Number of the POS group.
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 cash receipts (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).
Business Section: The business section that the POS group belongs to.
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.
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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.
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| Term | Explication | Note |
|---|---|---|
| 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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