Point of Sale stands for:

• Point of sale, 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 is a mirror image of the daily ticket. 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 (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.

The menu

Seller

Path(Menu): POS → → Administration → Seller

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.

However, if you would like to keep the consecutive invoice number in the new financial year, please adjust the financial year manually.

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:

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 visible.

Configuration of the POS

Before you can set up a cash register, you must first do the following:

Step 1

First we start with the configuration of the POS by following the path, POS → Administration → Configuration.

The next steps explain how to create a new POS group that allows you to group several POS systems.

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 (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).

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.

This setting can also be changed/adjusted at short notice if you use this function in a certain week, for example, where a lot of tourists are visiting.

Invoice print mode: a default setting that should intercept too many clicks. If a selection should be made here (e.g. receipt), the selection with the print preview is called each time after completion of an invoice.

Step 2 

It is defined which user is allowed to access the POS (POS user). This is done using the usual + button at the bottom left of the "Table" (Grid).

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".

As shown in the screenshot, we have now assigned a user to the POS and assigned the POS device.

Key groups

The settings can be found under the path, POS →Verwaltung →Tastengruppen.

With the + button we first create a group.

After we select the group, the 'Add button to group' button appears and we can add an article to the key group.

So far we have created a key group and provided it with keys. Now we still have to adjust, at which POS group this should be displayed.

For this we have to go back to the menu POS→Verwaltung→Konfiguration.

After we have selected the desired POS group, we switch to the file card Key groups.

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 key groups".

The result at the cash desk then looks like this:

Registration at the POS

Display options

If you want to add more information to the keys, you can do so here.

The result then looks like this:

POS discount assignment

Path. POS Administration Select group POS → Administration → Select POS group → tab POS discount assignment (see image below).

In the POS group which you get from us by default, many are already created/assigned by default.

If you don't use them or if you have a 2nd POS group with nothing stored, you can follow them in the path described above.

POS Templates Assignment

Path. POS Administration Select "Group POS → Administration → Select "Group" → POS Templates Assignment

In principle, templates are possible for the following areas:

• Invoices ( Invoices - Backoffice)
• Invoice items (Invoices - Backoffice#Backoffice export of invoice items with individual design)
• POS (Use POS to cash in)
• Customer administration (members - customer administration)
• Membership (Members - Customer Administration#Customer Administration-Membership Editing)
• Voucher (article management - merchandise management vouchers)
• Articles (article management - merchandise management)

The principle of the templates is structured as follows:

You create a template and define in it for which area (see list above) it is intended.
You define a seller for whom this template is intended (more on this under Cash Seller) - This step is only necessary for templates, for the area Invoices & POS!
In addition, as shown in the figure below, you have the option of overwriting the settings made by the seller. However, these settings only affect your POS group.
This enables you to make standard settings for the 'Invoices' area (for example, for prescriptions) that differ from those stored in the POS.

If you want to undo these settings, you can also execute them .

Payment method Allocation

The principle of the payment types is the same as for the templates:

• 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 'Retour money' function is activated (this means that when you select this payment type, you can enter a higher amount than is to be paid).

 this payment method is stored as default.

 by clicking (+ hold) this icon, you can change the order of the payment methods.

POS use

Since the configuration has already been shown, the following is a concrete use case:

Create ticket

To create a ticket, you have 2 possibilities:

• With the + button
• If there is no open ticket, in which you simply select an article directly

Select customers

After the ticket has been created, we enter a customer (here you can also select a "placeholder", e.g. "day guest"). This is useful if you want to create many tickets for which you are not interested in the name of the customer.

The automatic setting of a certain customer can be set under "Configure cash" (1st step).

As soon as you set the focus (shown in the figure below) you can search locally for your existing customers.

Creating Customers via the Association

If you would like to search for a customer via the association, navigate to the height at which you can deposit the customer (figure below) and press the + symbol (only appears when you move the mouse).

Now you can search for the customer via the association interface:

If the customer cannot be found there either, you can click on the "man" symbol to carry out the customer's creation locally:

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.

The "Hackerl" 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 'opened' on the page) use the address  and .

To create a new address  or this must first be created and saved.

By default, the billing address is always selected at the POS.

If there is only one postal address, then this is used.

However, if both are not defined, the selection must be made manually.
You can  do this provided that it is not defined as an invoice or postal address.
In addition, you can leave the entries  (in addition to the open address).
If you effect a change to an existing address, you can save this with in the customer data + in the ticket .

Create new address

Here you can decide if you want to be used only in this 'POS (ticket)' or if the 'customer address is created in the database'.

After the address has been selected and the address view is collapsed, you will now also see the selection (without having to look up again which one is defined):

Edit ticket

There are several ways to further edit and customize the ticket:

• Overwrite the name of the article (click into the name)
• Change quantity of article (click into quantity)
• Adjust the price of the item (click into the price)
• Change the position of the article (click on the marked button and move it to the right)
• "Personalize": ticket only for you to see (user related)
• Lock: ticket can only be edited by you (user related)

Ticket - Discount/delete/change items individually

The logic used here is as follows:
If no single article is selected, each function affects the whole ticket.

Example: I want to delete one of 5 different articles.
This article is selected on the left side of the page (numbering) (which makes it recognizable) and then go to Delete.

Discount

You have 3 different possibilities how you can change the price of the selected article:

• After selecting the item, click into the Price field and adjust it. The price of the item will only be changed for this one ticket and will be displayed on the receipt/invoice accordingly:

• You select the item or an article and apply a percentage discount:

In this example { see below }, the discount is applied to 2 articles. You can also combine these with several articles by also selecting them. If you do not select an item, the discount will be applied to all items.

• You can do the same with an absolute value ( € amount = e.g. 17,20 € discount):

As soon as you confirm your entry with , it will be applied.

In summary, you can change the price by clicking :

• Change the price
• The position Discount via % Specification
• The position Discount via € indication

Delete discount
If you want to cancel all discounts in the ticket, you can remove them as well .

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

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.