Point of Sale stands for:
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The cash register is a mirror image of the daily ticket. It is opened with an empty ticket, where it is defined with an article, price, address + customer (which are also editable).
In addition, there are several interfaces that are fully integrated with the POS (e.g. TeeTime bookings).
In addition to the POS, there is also the function 'cash book'. Here the inputs or outputs are made possible without an invoice to provide and/or it offers the daily conclusion.
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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 highlighted in darker orange)
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Seller state: 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 reset all fields and set the current year.
Seller Dunning Configuration: Here you have the possibility to enter reminder fees for the 1, 2, and the third reminder.
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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 of generators will be reset. If this is not desired, you can "adjust" the last invoice number (see image above). |
HoweverHere the possibilities have the financial year as well as reminder number and delivery note number manually adapt/change.
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Please note, if you |
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have used the arrows |
Templates Assignment: Here you can define/assign several templates for your seller for each area:
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Please note that the templates defined by the seller are always used when printing the invoices. |
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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 cashier visible.
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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 a 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 It is hierarchically the first level in your business structure where you specify your club, for example. | Golf Club → Business Structure | |
| Create a 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 a 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 → Settings → General Settings.
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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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With the + button we first create a product tag.
After we select the product tag, the 'Add Product Tag Assignments" button appears and we can add a product to the product tags.
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The order of the products 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 product group and provided it with products. Now we still have to adjust, at which POS group this should be displayed.
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You can add a product tag with the button "Add Product Tag Assignment" which causes the following popup to appear:
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 Product Tag".
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- You define the desired payment type with the seller.
- This must be set so that it is available at the POS.
- You can then set up the payment methods for your POS group differently from the seller's default settings:
Legend:
represents a payment type that is stored with the seller, but has been deactivated with the POS group (by simply selecting, this process is reversed).
is a payment type in which the 'Return money' function is activated. This is the payment method which will you be using to pay any excess amount or change, typically cash is used.
this payment method is stored as default.
by clicking (+ hold) this icon, you can change the order of the payment methods.
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Since the configuration has already been shown, the following is a concrete use case:
Create a ticket
To create a ticket, you have 2 possibilities:
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Address of the customer
You can now change all the customer details directly in on the ticket.
The marker next to the address is important here. This means that this address will be used for the ticket.
For existing addresses, you can (as soon as it has been 'expanded' on the page) use the address 
and 
.
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However, if both are not defined, the selection must be made manually.
You can 
, provided, however, that it is not defined as an invoice or postal address.
In addition, you can go back and leave the entries as they were on 
.
If you effect a change to an existing address, you can save this with in within the customer data + in the ticket 
.
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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 | For a specific 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 | |
| Agent | 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 | Only when grouping by-product or booking reference. |
| Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by-product or booking reference. |
| Include Cash Book? | 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 an individual representative. |
| Text search | Only when grouping by-product or booking reference. | |
| Discount | Filter by discounted bills | Only when grouping by-product or booking reference. |
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At the height of the column 'Payment method' you have the possibility to change it afterwardsafterward. |
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Cash BOOK
Path: POS → Cash Book
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This means: If you complete a ticket at the POS (= invoice with a consecutive number) with the selected payment method (cash), this will be credited or deducted from your cash balance - depending on the entry.
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The ticket overview shows you all tickets that were generated on the cash register, including tickets which that were deleted. There are two different panes under Ticket Overview - one for POS Tickets and one for POS Ticket Items.
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Ticket number: The number of the tickettickets.
Group name: The cash register group.
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User: The user who created this ticket.
Date Created: Date The date the ticket was created.
Date Deleted: Date The date the ticket was deleted (if any, otherwise it is left blank).
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Total Price: The total price of the item(s).
Discount: The discount is given for this item.
VAT: VAT amount of the price.
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Price Base: If the price base is the net or gross amount (based on what has been determined for the product).
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In order to be able to create these, you need a cash balance in the "Cash bookCashbook" area.
The following principles apply:
- If a cash balance has never been carried out under "Cash bookCashbook", then - after you have done this - the final report is displayed from the beginning up to your first cash balance. (This may apply to you if you are using this area for the first time).
- All sales movements from the last cash balance to the current cash balance are displayed.
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Operator report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after the users.
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The turnover group report is the only area which, according to the Federal Ministry of Finance, does not have to be included in a final cash report. For this reason, the option of not printing the report is offered in the print selection. If you nevertheless wish to do this, you only have to select the checkbox (see illustration below). |
In the appendix, you can now also print the daily ticket - in the desired display option.
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The bill has already been paid. I can't get the ticket away at the cash desk!1 Ticket
- The ticket is processed simultaneously by 2 computers (or employees).
- The ticket is billed and closed at computer A.
- The ticket is still displayed on computer B
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- since there is no automatic refresh.
- If you now try to delete the invoice, you will be notified:
Why can't I see any more items at the checkout?
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