The POS Module in your system simplifies the process of managing and processing transactions for both extras and gift items. Whether you’re handling custom orders, managing inventory, or processing payments, the POS Module ensures seamless operations. Below, we’ll cover its key functionalities and how to use them effectively.
Key Features of the POS Module
1. Inventory Management
- Extras Section: The Extras tab allows you to add pre-configured extras, such as branded merchandise or custom items. For example, items like sweatshirts, hats, or custom fee-based services are displayed here for quick selection.
- Gifts Section: The Gifts tab displays gift card options with various pre-set values (e.g., $10, $50) or allows for a custom value to meet customer needs.
2. Custom Extras
- Create personalized extras on the spot by selecting the Custom Extra option.
- Enter details such as:
- Title (e.g., Special Fee or Custom Item Name)
- Quantity
- Price per Unit
- Add these to the basket or proceed directly to checkout.
3. Basket Management
- The basket panel on the right shows items ready for purchase, including:
- Product name and size (if applicable)
- Total price, including taxes and fees
- Users can add discounts directly by selecting either Discount Codes or Custom Discounts.
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Adding a Customer to a Transaction
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Search for an Existing Customer:
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Click Add Customer from the basket view.
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Use the search bar to enter the customer’s name or email.
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Select the correct customer from the list of results.
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- Add a New Customer:
- If the customer doesn’t already exist, click the + button on the Customers page.
- Enter the customer’s details (e.g., name, email, phone number).
- Save the new customer to associate them with the current transaction.
- Review Customer Details:
- Once a customer is added to the basket, their name and email will appear above the list of items.
- To review or edit the customer’s details, click on their name in the basket.
4. Checkout Options
- The checkout process supports various payment methods:
- Card (Credit/Debit) via integrated systems.
- Manual Card Entry for offline payments.
- External POS Payment.
- Cash or Gift Code as alternate payment options.
- Once the payment method is selected, a summary displays the total amount, including taxes and fees.
5. Configuring Items
- For pre-configured items like sweatshirts, you can select different options (e.g., size) based on inventory availability.
- Inventory quantities are updated in real-time, ensuring accurate tracking.
- Use the Configure button (gear icon) to update item settings, such as inventory limits or pricing.
6. Cash Drawer Management
- The Manage Cash Drawer feature allows staff to control cash inflow and outflow effectively.
- This option is accessible through the settings menu.
Current Drawer
- Starting Drawer Amount: Begin by entering the starting amount in your cash drawer. This sets the baseline for cash reconciliation at the end of the shift.
- Active Drawer Management: While the drawer is open, transactions are tracked in real-time, including cash sales, refunds, and paid-in/out amounts.
Drawer History
- Historical Records: Access the Drawer History to view detailed summaries of previous drawer sessions, including the starting cash, cash sales, refunds, paid-in/out entries, and expected vs. actual drawer amounts.
- Audit and Reconciliation: Each record provides a clear breakdown of discrepancies, if any, for thorough reconciliation.
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7. POS Settings
- Under the settings menu, you can configure default hardware like payment devices (e.g., Clover) to streamline operations.
- Save and update settings to ensure hardware functions seamlessly with the POS system.
8. Gift Cards
- Issue gift cards directly from the Gifts tab, selecting pre-configured options or entering a custom value.
- Gift cards can be redeemed as a payment method during checkout.
