POS module
A cash register for the direct sale of products
- Getting started with the POS moduleThe POS module is used to be able to sell and receive payments for products. It is possible to receive payments via different payment methods. You can create multiple cash registers, which is useful if you have other points of sale besides the reception desk. Every day that you use the register, you have to open and close it. You use counts to log the amount of cash and identify any discrepancies.
- Create and open a registerYou can create one or more registers. It is useful to create a separate register for each point of sale and to reflect this in the name. Once created, the registers must be opened for use.
- Add POS products and product groupsAdd the products you want to sell to the POS module. These can be organised into product groups.
- POS product with variable priceBecause the price of a POS product is adjustable, it is possible to create a POS product for variable items. However, the linked VAT rate of a POS product cannot be adjusted.
- Using a POS barcode scannerEnabling the use of a barcode scanner can make selling items via the POS module much faster.
- Set up payment methods for POSRegister sales can be paid in different ways. Cash is a default method, and you probably have a PIN terminal, or maybe you also want to be able to accept vouchers as a payment method.
- Connect a receipt printerYou can connect a receipt printer to every register that you have created in your PMS.
- Connect PIN terminal to registerIn addition to online payments, it is also possible to receive in-person payments via PIN.
- Performing a POS transactionSelling POS products isn't difficult once the POS module is set up.
- Closing and counting a registerAt the end of the day, you close the register to record and check the sales revenue. You can deposit the cash excess from the cash drawer to the safe, so the register will again have the standard amount of cash for the next day. To do this, you need to perform a count.
- Viewing and correcting register counts
- Can I delete a POS register?It is not possible to delete a register once a transaction or count has been processed by a register.
- Receipt items and resultsThe submenus 'Receipt items' and 'Results' offer, among other things, insight into POS sales and revenues.
- Crediting a receiptIf you want to refund money to a guest, you can credit the receipt of the original purchase.
- Types of receiptsThere are three types of receipts in the POS module.
- Ledger accounts and journal entries of POS transactionsEvery POS transaction is recorded on a receipt, but also in journal entries. In addition, each POS product is linked to a ledger account, where the revenue from this product must be booked.
- Refund of products without receiptWhen a guest wants to return a POS sale product but does not have a receipt, you can still refund it by performing a transaction with negative product counts.