Processing POS Transactions Without Reservations

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Overview

Point of Sale (POS) transactions can be processed to account for transactions that are not associated with reservations, such as a bottle of water or laundry takings.

Prerequisites

  • Access to the Availability Grid.
  • Knowledge of the client's details if applicable.

Steps

  1. Access POS:
    - Click on the POS button on the Availability Grid.
  2. Add Client’s Name to the Sale:
    - If a client is searched and selected, their details will appear within the Client Details on the left and will appear on the Tax Receipt.
    - If no client is searched and selected, the sale will be recorded under the name System.
  3. Search for Client:
    - Click Search to search and select a client record.
  4. Select Product:
    - Select the Product Group of the product within the Product Group dropdown.
    - Select the Product Label from the Product Label dropdown. If the product is a POS Hot button, select the product button.
  5. Enter Quantity:
    - Enter the Quantity of the products being sold. Note: This can be a negative value or a decimal value, e.g., 2.5.
  6. Price per Unit:
    - If a product rate has been entered into Product Rate Setup, the price will automatically display. This can be adjusted for this individual sale if needed.
    - If no rate has been entered, enter the Price per Unit.
  7. Calculate Tax:
    - Click anywhere on the screen to allow the system to calculate the Tax for the sale.
  8. Post Charges:
    - Click Post to post the charge. Repeat for all products that are to be charged.
  9. Select Payment Type:
    - Select the Payment Type method.
  10. Enter Reference Number:
  • Enter a Reference # if required.
  1. Finalize Sale:
  • Click Post to post the payment and Submit to finalize the sale.

Troubleshooting

  • Ensure the correct client is selected to avoid recording sales under the wrong name.
  • Verify product details and quantities before posting charges to prevent errors.
  • If the system does not calculate tax automatically, ensure all required fields are correctly filled.

For additional assistance, click here to view the help video.