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Pickleball Facility Setup
Module 5: Pro Shop Setup
Launch the POS Checkout
Launch the POS Checkout

Module 5 (8/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Open the Point of Sale (POS) page.

  • Use Cases: System users can display product information, sell items, and process customer payments at checkout.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 8.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report

PREREQUISITES

The POS add-on is enabled and set up with items.

SETUP REQUIREMENTS

Go to the side menu and click POINT OF SALE > LAUNCH POS. The POS page displays the following:

  • Categories on the left

  • Items in the center (plus a search bar)

  • Shopping cart and UPC search field on the right

If an item does not have an image, the POS page displays the product's Short Name with the default dark blue background and white text. System users can customize these colors.

Click the Back to Dashboard link to go back to the admin page.

Selecting products

Click an image (or product card) to open a popup that displays a description of the item. To buy a product, select a quantity and click Add to Cart. If the product has variants, click the field to display a drop-down and select a variant option.

Reviewing the cart

Confirm the information in the cart. Click Checkout to open the payment processing page.

Click here to learn about the Discount link.

Processing a payment

The next page shows the products, tax (if applicable), and the total amount owed.

  1. Click the Member field and enter three letters to search for a name. After selecting a name, the page displays the member's current club balance. It is not required to link POS sales to a member's account.

  2. Select a payment method.

  3. Click Process Sale and then Yes in the confirmation popup.

  4. Click OK in the Success popup window. The POS page displays.

FEATURE USAGE - USERS' PERSPECTIVE

Members can see POS transactions on the member portal. The member should click their account name and select Billing > Transactions.

On the next page, click the Transaction Details tab and then click the ALL tab. CourtReserve displays the transaction, including the date, amount, and category (i.e. Point of Sale) type.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 9: Discount Items in the Shopping Cart

  2. Read Module 5, Part 10: Manage POS Permissions

  3. Read Module 5, Part 11: Create an Item Sales Report

  4. Read Module 5, Part 12: Create a Category Sales Report

  5. Read Module 5, Part 13: Create an Inventory Valuation Report

  6. Read Module 5, Part 14: Create a Reorder Stock Report

  7. Read Module 5, Part 15: Create a Sales Report

  8. Read Module 5, Part 1: Set Up Pickleball POS

  9. Read Module 5, Part 2: Create Pickleball Item Categories

  10. Read Module 5, Part 3: Create Revenue Categories

  11. Read Module 5, Part 4: Create Pickleball Manufacturers

  12. Read Module 5, Part 5: Create Pickleball Items

  13. Read Module 5, Part 6: Create Item Variants

  14. Read Module 5, Part 7: Create Pickleball Taxes
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