Overview
The POS (=Point of Sale stands forSales) is associated with:
- Point of saleSales, the place where the goods are sold (e.g. in retail stores or restaurants).
- Cash desk workplace
- Cash register system/Point-of-Service system
The cash register Cash Register in Nexxchange is a digital mirror image of the daily ticketof your physical Cash Register and its current balance. It is opened with an empty ticket, where it is defined with article, price, address + customer (which are also editable).
In addition, there are several interfaces that are fully integrated with the POS (an essential tool for your daily business to complete transactions which affect your financial balance.
There are several parts of your GolfSuite linked with the POS (your Cash Register), 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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The menu
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 GmbH.
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.
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)
We supplement information on the seller with the following index cards:
Bank data 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 status: 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.
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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
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Templates Assignment: Here you can define/assign several templates for your seller for each area:
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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| title | Template assignments |
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, paying back-office invoices at the POS (=the front desk), reports associated to list the transactions in detail and much more.
There's also the Cash Book, in which you can add/substract money from your POS-Device to reflect changes to your physical device's balance without directly selling/refunding a product (e.g. you add spare change to your POS-Device).
To sell/refund products, you need to create, edit and finish POS-Tickets. This ticketing-system is designed to allow you to easily reflect an ongoing process of selling/refunding (a) product(s), receiving a specific payment amount for it, which is then shown and listed in various reports - in detail, so you can always check what transpired.
In addition, an invoice is automatically created once a transaction is complete, so your Financial Report is always up to date as well - or perhaps the Customer would like an invoice directly at the POS, paying at a later date.
The following parts will explain everything you need to know about the POS-System in Nexxchange.
POS (Point of Sales) - Daily Business
--------------------------------------------------------------------------------------------------------------Cash Book
--------------------------------------------------------------------------------------------------------------Receipts
--------------------------------------------------------------------------------------------------------------Day Reporting
--------------------------------------------------------------------------------------------------------------Reports
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5.1 Monthly Report
5.2 Cashier's Report
5.3 Ticket Overview
--------------------------------------------------------------------------------------------------------------Settings (POS)
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6.1 General Settings
6.2 Seller
6.3 Payment Methods
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A special focus is shifted on the various reports and, of course, the POS and how to handle the Daily Business with it.