POS Information

This will show an overview of all the POS (Point of Sales)-Groups created in your GolfSuite. Various things can be adjusted here and are essential to set up a POS-Group correctly.

General Settings

Here, you may adjust different settings for the POS-Group(s). The menu will look like this:

Open

Groups

The following options are available:

Open

← Click on this button to open an overview of the selected POS-Group’s configuration and its last edit.

← Click on this button to open a new dialog window to edit settings:

You may define:

• Group Name - Name of the POS-Group

• Group Number - Number of the POS-Group

• Ticket Number Generator - The number generator which is used for the POS-Receipts

• Seller - Only articles of this Seller can be sold and found (mandatory)

• Storage Location - Defined during onboarding. Automatically tracks movement in case you sell or refund articles for which Inventory is defined. Only one can be chosen

• Business section - Assign a business unit to this the POS-Group. It is important to have the correct Business Unit selected, in case you have multiple business units

• Customer - The default customer used at the the POS-Group, by standard, it’s Day Guest (or something similar)
  In case you accidentally overwrite its name, you can check its current name here.

• Invoice Print Mode - The default print-mode used if you open a POS-Ticket

• Publish Invoice - A legacy-function, may be ignored

• Only show articles in stock - Will automatically filter articles, so products not in stock will not be shown

• Merge Ticket Items - Default is ticked. Automatically merges multiple, added articles
  E.G. you add the same greenfee thrice → If this option is ticked, the quantity will update
  If not → The article is listed 3 times separately

• Outstanding Invoices of Customer - Notifies you about outstanding invoices still not paid by a customer

• Amount Treshold - Default set to 0,00. Lets you control the colored bar below a customer, notifying you visibly about the outstanding amount of this customer’s invoices (green-orange-red):
  
  

  
  
  

• Invoice Customer Account Funding - Generates an invoice when you charge a customer’s Electronic Wallet

• POS in Training modus - Currently only for GolfSuites located in DE, used for testing

← Click on this symbol to delete a POS-Group, opening a new dialog window:

← Click on this button to add a new POS-Group.

Devices

Under this sub-tab, you can check the virtual POS-Devices set up. These are required for a the POS-Group to be functional. It will show:

• Device Number

• Device Name

• Seller

• Device Status - If currently Closed or Opened

You may add an additional POS-Device, edit an existing one or delete it.

Payment Terminal

Under this sub-tab, terminals for remote payment are shown. These are configured by Nexxchange.

If you are interested in letting customers pay remotely and independently (on-site), please let us know.

← Click on this button to show information about a created Payment Terminal

← Edit this Payment Terminal’s options:

← Delete this Payment Terminal:

← Used by the Nexxchange Team to add a new Payment Terminal:

Discounts

Under this sub-tab, you will find all the discounts and their main category defined. You may freely add new ones, in case you need a specific one.

Discount categories

This sub-tab shows you the Discount categories. The following options are available for you.

← Click on this button to show information about this Discount Category:

← Edit this Discount Category:

← Delete the Discount Category. This might cause issues if you want to Filter by applied Discount (which are getting deleted!) Please refrain from using any used discounts.

← Add a new Discount Category. You may define Name, Short Name, Color and an Icon:

Discounts

← Click on this button to show information about this discount:

← Click on this button to edit the properties of the discount:

You may define:

• Discount name

• Short Name

• Category - You may manually assign a different Discount Category

• Discount Percentage - between 0.01-1.
  1 translates to 100%, 0,01 % translates to 1%.

• Discount - Discount in values. Add a flat discount (e.g. 10€)

• Cumulative - If ticked, you can choose this combination with other discounts also defined as such

• Price Base - You may choose between Gross or Net. Important for articles with different Price Base, usually Gross

• Currency - The currency used for this discount

← Delete a Discount. This can be used on Discounts which have never been used - But it’s better to not delete them (if already used) in most cases, to avoid duplicates

← Create a new discount from scratch:

Product Tag

← Shows you an information about this Product Tag.

← Edit a Product Tag with this button.

← You may delete a Product Tag. This does not delete the article assigned to it or change it.
Product Tags are visual

← Click on this button to add a Product Tag. Parent Tags can be defined to assign a specific Article Tag to it (E.G. you define Restaurant, then add several tags and define the Parent Tag Restaurant).

Ticket Tags

Under this sub-tab, you can define Ticket Tags which can be assigned and used in your selected POS-Group.

← Open a small overview of your defined Ticket Tag

← Edit the existing Ticket Tag. You can edit any option, including Seller and Business Unit.

← Create a new Ticket Tag for the POS-Group. Business section is mandatory.

← Delete a POS Ticket Tag. This can also be done while assigned to a the POS-Group.

POS-Specific Configuration

If you click on a POS-Group, additional information is revealed below the list of all the different POS-Groups created.

Most of these categories are important for your daily business - The majority can be changed to suit your needs without affecting the overall functionality.

Users

← Shows you information about the User and when it was added/updated (via edit).

← Lets you edit the User assigned or/and add a Memo.

← Lets you delete the User’s authorization to use this POS-Group.

← Lets you add a User to use this POS-Group.

Devices

← Clicking on this button opens an an information window

← Edit the POS-Device assigned. You can assign a Payment Terminal and if a POS-Device is supposed to be used permanently (thus default, always chosen when switching to this POS-Group)

← Lets you delete the assigned POS-Device.

← Click on this button to add an already defined (POS)-Device. You also have the option to add a Payment Terminal already configured.

Product Tag

This sub-tab displays every Product Tag assigned to this the POS-Group.

You may assign additional, already defined Product Tags to this POS-Group.

← Click on this symbol to remove an existing Product Tag for this POS.

← Click on this button to add a Product Tag, defined previously under “POS Info”.

DisplaySettings

This sub-tab lets you choose between 3 options, affecting the articles shown in your POS-Group:

• Show Article Number

• Show Price

• Show Facets

Discounts

This sub-tab enables you to assign Discounts defined under POS-Templates.

← Click on this button to open up a new dialog window:

Click on the button again to add this Discount to your POS-Group.

Payment Methods

You may choose the preferred (default, first to be used) Payment method here

← Click on the star to set the default Payment type. Green means default, usually Cash.

← Set this payment method as default change method (Default is Cash, should not be changed!)

← Disable this payment method for the POS-Group. If activated, you will not see any other option, meaning you can not accidentally define it as a standard used.

Number Range

Shows you an overview of the currently used number enumerators, separately for:

• Invoices

• POS-Tickets

Register

This sub-tab shows you a small overview of your Cash Register. The default Payment Method is Cash and should not be changed.

You may add Booking References (= accounting numbers from your accounting software) for:

• Proceeds - If you sell a product or receive any kind of money for an external service/article and the money is taking out of the POS-Group.

• Income - If you manually put money in the cash register without anything sold

• Expense - If you buy a product or have to pay a fee for a for an external service/article bought and add this profit to the POS-Group.

• Expenditure - If you manually take money out of the cash register

Ticket Tags

Under this sub-tab you may add Ticket Tags previously defined, per Drag and Drop.

Fiscal Configuration

Shows you the name of your registered Register and additional options.