INTRODUCTION
Feature Summary: Enable the Point of Sale (POS) feature.
Use Cases: Use this feature to track sales from the front desk, pro shop, restaurant, and more. System users can also use POS to manage inventory and generate reports that break down sales by category and item.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Navigate to SETTINGS > ADDITIONAL FEATURES row.
Click Additional Features. A new page displays.
Note: For clubs on Legacy pricing, the Additional Features row and icon will be labeled Add-Ons > Manage Add-ons.
Open the Setup Page
Scroll down to the Financial Features > Point of Sale heading.
Check the box.
Read the terms in the popup window and click I Agree to proceed.
Click the Setup button. A setup page opens in a new browser tab.
Note: A new browser tab opens with the Point of Sale module, along with the following features:
Launch POS - Opens the point-of-sale screen for processing in-person sales.
Items - Manage the products sold through the point of sale, including:
Item Categories - Group items (for example, Club Logo Clothing, Pickleball Equipment, or Snack Bar Food Items) for organization and reporting. Learn more: POS: Creating Item Categories
Item List - Add, edit, or remove individual items, including manufacturer, unit cost, retail price, and UPC. Learn more: POS: Setting Up and Organizing Items
Stock Adjustment - Update inventory counts as stock changes. Learn more: POS: Adjusting Item Stock Levels
Taxes - Configure tax rates applied to point-of-sale transactions. Learn more: Tax POS Items
Manufacturers - Manage the list of manufacturers associated with items. Learn more: POS: Creating Manufacturers
Import Inventory - Bulk upload items using a spreadsheet. Learn more: POS: Importing POS Inventory
Reports - Run reporting specific to point-of-sale activity. Learn more: Overview: POS Reports
Item Sales - View sales totals by individual item. Learn more: POS: Item Sales Report
Category Sales - View sales totals grouped by item category. Learn more: POS: Category Sales Report
Inventory Valuation - View the current value of on-hand inventory. Learn more: POS: Inventory Valuation Report
Sales Tax - View tax collected on point-of-sale transactions.
Payment Summary - View a summary of payments processed through the point of sale. Learn more: Payment Summary Report
Reorder Stock - View items that have fallen below their reorder threshold. Learn more: POS: Reorder Stock Report
Stock Adjustments - View a history of manual inventory changes. Learn more: POS: Stock Adjustments Report
Sales - View a log of individual point-of-sale transactions.
Settings - Configure point-of-sale behavior, including:
Hide Qty-on-Hand on Point of Sale Screen - Hides the available quantity for each item on the point-of-sale screen. The default setting is checked.
Do Not Allow Suspended or Inactive Members to Charge POS Items - Prevents suspended or inactive members from charging point-of-sale items to their account. The default setting is not checked. Learn more: POS: Restricting Charges for Inactive Members
Allowed Payment Types - Select which payment methods system users can accept at the point of sale, such as credit card swipe/manual, charge to account, cash, check, or gift card.
Discount % - Create and manage discount buttons (for example, a 10% Staff Discount) available for use at the point of sale.
Learn more: POS: Configuring Settings and Discount Options
CourtReserve also adds a POINT OF SALE link to the side menu.
