Index
List of POS terminals:
Commands :
How to pay part of a sale and leave the rest pending (on account).
Tactile and visual POS customized for each client.
The club has the possibility of creating as many personalized POS as needed.
You can add products to the cart (1) with the product finder, (2) with barcodes or (3) with custom POS buttons.
Ability to edit units, price, discount and description of each cart line.
Ability to choose the type of invoice from the payment window.
Possibility of payment with bills and automatic calculation of the change.
Possibility of split payment.
Possibility of parking sales.
Agile change from one cash register to another.
Printing tickets.
Product search. Use this tool to quickly search through your products and add them to your cart.
Product buttons. Click to add that product to cart.
Client selector. Select a customer to associate a sale and an invoice.
View selection. Click to change the format of how cart lines are displayed.
More options. Here you can find advanced options:
New sale, to start a new sale.
Print, to print the sale and cart items in ticket format.
Park, to leave the sale in the background and then recover it and continue. Very useful for restaurants and/or stores.
View parked, to see all parked carts.
Configuration, to quickly access the POS configuration. (Special permits are required)
Left column. Your custom folders will appear in this column. Example: store, restaurant, etc.
Cart. The items and services sold will appear here. It includes the item name, quantity, price, discount, customer, and invoice.
Editing, to be able to edit the quantity, price, discount or description of any of your cart lines.
Finish, to finish the process, either paying or leaving payment pending.
Delete, to delete the cart lines.
Because not all situations are the same, we have enabled the possibility of choosing the cart view to suit your needs: Normal, Simplified, By Date, By Customer, By Invoice.
How to add products to the cart
Products can be added to the cart in several ways:
- From another plugin (reservations, quotes, etc.). When making the reservation, enter all details and, when you click on POS, you will be sent to the POS screen with those products added to the cart.
- From the POS product search engine. Simply click, type the name of a product, and select from the list.
- With product buttons. Browse through the folders and click on the button for your desired product.
- Scanning barcode. Read the barcode with your scanner and the product will be automatically added to the cart.
Display of the editing window
Note: The editing window in this version can be moved around the screen out of the way.
- Quantity to edit. Select the desired amount to edit with the keyboard and it will appear in this section.
- Numbers pad to edit. Use this virtual keyboard or those on your physical keyboard to edit the desired amount.
- Add decimals. Click here to obtain decimals in your desired quantity. Note that points do not need to be marked for thousands.
- Delete. Click here to correct the desired amount.
- Close editing window. Close the edition for a sale here.
- Edit quantity. First type the quantity on the keyboard and then press this key to modify the units of the selected lines in the cart.
- Edit price. First type the quantity on the keyboard and then press this key to modify the unit price with taxes included for the selected lines in the cart.
- Apply discount. First type the quantity on the keyboard and then press this key to apply that discount (%) to the selected lines in the cart. Apply 0% if you want to delete the applied discount.
- Edit description. Click here to edit the description of the lines selected in the cart. It is useful to add something interesting to this product for the customer since it is printed on the invoice.
How to edit the line quantity in the cart
If you want to buy, for example, 20 units of a product... you don't have to click the button 20 times. To do this:
- Add a product to the cart.
- Select the line (if there is only one line in the cart, it is not necessary to select the line).
- Click Edit (orange icon).
- Select the desired quantity on the keyboard (20).
- Click on the Units button. The cart line should now show 20 units.
How to edit line price in cart
If you want to modify the price of one or more sales, follow the following steps:
- Add a product to the cart.
- Select the line (if there is only one line in the cart, it is not necessary to select the line).
- Click Edit (orange icon).
- Select the desired price on the keyboard (20).
- Click on the Price button. The cart line should now show €20.
Note: the price that is edited is the unit price, so if you have a quantity greater than 1, you will see the total price of all units in the line.
How to apply a discount to the line in the cart
If you want to apply a discount (for example 20%) to one or more sales, follow these steps:
- Add a Product to the cart.
- Select the line (if there is only one line in the cart, it is not necessary to select the line).
- Click Edit (orange icon).
- Type whatever number on the keyboard to discount that percentage (just the number, no % symbol required).
- Click on the Discount button. The cart line should now show a 20% discount.
Note: If you select a line, the discount will apply only to the selected line. If you do not select any lines, the discount will be applied to all lines in the cart.
How to override lines in the cart
Select the lines you want to cancel. If you do not select any line, the entire cart will be cancelled.
Click on the Trash icon button.
The system will ask you in what payment method you want to return it. By default, there is the option to return in the same payment method.
Choose the Payment Method to generate the refund.
Click Cancel. The system will generate negative charges and corrective invoices.
How to edit the description to the line in the cart
If you want the ticket or invoice to show a personalized product description:
- Add a product to the cart.
- Select the line (if there is only one line in the cart, it is not necessary to select the line).
- Click Edit (orange icon).
- Click on the Description button. A pop-up window will open.
- Write the personalized description.
- Click OK.
Viewing the payment window
Client selector, to associate the payment with a customer, which may be different from the one of the sale.
Invoice Type. Choose the type of invoice you want to generate when paid. You can also choose a complete invoice and leave it pending payment. If you do not choose anything, the system will issue a simplified invoice by default.
Quantity to pay. By default, the total amount to pay for the selected lines will appear, but you can change with the keyboard to pay less or more (cash exchange).
Virtual keyboard to be able to modify the amount to pay.
Delete button to correct any data incorrectly entered with the keyboard.
Bills buttons, use them if they pay you with a bill so you don’t have to enter the amount manually with the keyboard.
Close the window and cancel the payment process.
Total of the selected lines in the cart.
Pending payment for the lines selected in the cart. This amount will be different from the total when we want to make a split payment.
Payment methods with which we can charge our client. This will include all vouchers if the client has sufficient balance.
Pending payment to leave the selected lines in the cart at the customer's expense.
How to pay a shopping cart
How to pay for everything with a single payment method.
Once you have added and edited the desired products, we proceed to payment:
- Click Finish. The payment window will open.
- Select the Payment Method such as Cash.
The window will close, the lines will be marked as paid, an invoice will be assigned to them and printed on the receipt printer.
How to pay everything with different payment methods (split payment mode 1)
Once you have added and edited the desired products, we proceed to payment:
- Click Finish. The payment window will open.
- Write on the keyboard the Amount you want to pay with one payment method.
- Select that Payment Method such as Cash. The system will record the amount and its payment method and will update the amount pending payment.
- Select another Payment Method, such as Card. The system will record the amount pending collection with this chosen payment method.
The window will close, the lines will be marked as paid, an invoice will be assigned to them and printed on the receipt printer.
How to pay each line with different payment methods (split payment mode 2)
Important: If you select a cart line, the edit or checkout will only affect those selected lines. If you do not select any cart lines, editing and checkout will affect all cart lines. This concept is what we will use to pay each line with different payment methods.
Once you have added and edited the desired products, we proceed to payment:
- Select the Cart Lines that you want to pay with a payment method.
- Click Finish. The payment window will open.
- Select a Payment Method such as Cash. The window will close, the lines will be marked as paid, an invoice will be assigned to them and printed on the receipt printer.
- Select the Cart Lines that you want to pay with another payment method.
- Select another Payment Method, such as Card. The window will close, the lines will be marked as paid, an invoice will be assigned to them and printed on the receipt printer.
- Repeat with all the lines as needed.
- Note: If we want to pay the rest of the lines pending payment at once, it is not necessary to click on each of them. We will directly click on Finish and the system will take all the lines pending payment from the cart. This generates significant savings in clicks.
How to pay part of a sale and leave the rest pending (on account)
Important. Since the system does not allow you to leave a simplified invoice pending payment in whole or in part, you will have to generate an invoice and a receipt.
Once you have added and edited the desired products, we proceed as follows:
- Select the Client.
- Select the Invoice Type to Invoice.
- Click Finish. The payment window will open.
- Click on Pending payment. A complete invoice will be generated.
- Click on the Invoice. The invoice detail will open.
- Click on Receipt.
- Write the Amount you want to pay and your Payment Method.
- Click OK. The receipt will be added to the invoice and you will be able to see the total of the invoice, what has been paid and what is pending.
List of POS terminals. Point of Sale Terminal (POS)
A Point of Sale Terminal (POS) is a screen where you can add products and services to a cart, pay for them, and print an invoice. V3 allows you to customize the buttons and payment methods of each POS, as well as being able to operate with several types of POS in the same club. For example, it is very normal for the restaurant to have a POS full of hospitality products and keys, while the Golf will have another with rentals, a store and vouchers, for example.
In this V3 version POS comes to replace the Cash Register concept .
List of POS terminals. Definitions.
Main button . It is a button that acts as a folder, that is, clicking on it shows all the buttons that are inside it. Eg. Drinks, Food…
Product button . It is a button that has a product associated with it and when you click on it, that product is added to the cart .
List of POS terminals. POS page
Name for this POS. Eg. Pro Shop or Restaurant.
Warehouse from which your sales will be discounted if you have the warehouse module activated.
Type of POS. Leave this field blank for a normal POS type, or write, for example, Restaurant if it is a POS for a restaurant or Golf Reception if it is for the golf clubs reception. What this will do is access to this POS will be done through the restaurant module and a series of special functionalities will be activated .
List of POS terminals. Printer.
Text header for your ticket. Normally contains the VAT Number, Name and Address of your company.
Footer text for the footer of your ticket. For example "Thank you for your visit ."
Printer . Choose the printer where the cash receipt will be printed. For commands follow the following help article .
TO BE REVIEWED
POS buttons.
We are going to understand this section better with an example: we want to create two buttons:
- one for Driving Range that will act as the main button ,
- and another for a Basket of Balls that will act as a product button and that we will place inside the Driving Range button .
To carry out this task we will have to create two buttons. First we would have to create the main Driving Range button , which will act as a folder and where we will place all the other Driving Range itens. Second we will create the Basket of Balls product button and put it inside the main Driving Range button .
POS buttons. General.
In case of creating a main button:
Text that will appear on the POS button. In our example Drinks .
POS in which this button will appear if you have more than one POS in our application. In our case we would choose Restaurant .
Left column . By activating this option, the button will be placed in the left column of the POS. Since we want to place the Drinks button in this column, we will activate this box.
Product that will be added to the cart if we click on this button. Previously, the product would have to be created with its prices and taxes. Since in this case we want to create a main button and we do not want to load any products to the cart when clicking, we will leave it blank.
Main button if we want to put this button inside a main button. Following our example, we do not want to put the Drinks button inside another button, so we will leave this option blank.
Priority for this button. If we set a low priority (e.g. 1 or 2) the button will appear before those with higher priority (e.g. 20 or 30). So if you want this button to appear first, give it a lower priority than the rest.
function for this button :
New sale to open a new cart from 0.
Options to open the POS options menu.
For our example we will leave this field blank.
In case of creating a product button...
Text that will appear on the POS button. In our example Coca Cola .
POS in which this button will appear if you have more than one POS in our application. In our case we would choose Restaurant . Note, we are going to place this button inside a main Drinks button that is already only visible for the restaurant, so it would not be necessary to put it in this button again.
Left column . By activating this option, the button will be placed in the left column of the POS. As we want to place the button within Drinks , we will leave this option blank.
Product that will be added to the cart if we click on this button. Previously, the product would have to be created with its prices and taxes. Since in this case we want to create a product button , we will assign the Coca Cola product here .
Main button if we want to put this button inside a main button. Following our example, we want to put the Coca Cola button inside the main Drinks button , so here we will select the Drinks button . .
Priority for this button. If we set a low priority (e.g. 1 or 2) the button will appear before those with higher priority (e.g. 20 or 30). So if you want this button to appear first, give it a lower priority than the rest.
function for this button :
New sale to open a new cart from 0.
Options to open the POS options menu.
For our example we will leave this field blank.
POS buttons. Appearance.
Customize your button with colors and photos for a more spectacular POS.
- Text color for your button.
- Background color for your button.
- Image for your button. You can search the internet for your favorite photos. We recommend that they be png (no background) or that they have the same color as your button's background.
- Icon for your button in case you don't want an image.
Printers
Operating a ticket printer with a cloud program works differently than a program downloaded to your PC. Your PC browser (Chrome, Safari, etc.) needs to interact with physical devices, and this has to go through many security restrictions. For all this to work correctly, and so that you can print tickets:
If your computer uses the WINDOWS operating system, you will need to connect the PC and the printer by cable , and download a program that links the browser command to print with your physical printer.
If your computer uses the ANDROID operating system, you will need to download an App that links this print order from the PC to the printer. In this case, if you want to print tickets and orders, you will need to work directly from the App. This way you will be able to work without cables and with total mobility (PDAs, mobile phones, etc.) making it the most recommended option .
From Golfmanager you can use any type of printer, but we recommend the following:
SUNMI . It is a printer that works through a cable network, Wi-Fi and/or USB. It is a printer that is designed to work in the hospitality industry since it is moisture-proof, emits a sound and a light when printing the ticket, and is very easy to configure. It is ideal for restaurants or places where you want to print through a PDA/Android mobile and work wirelessly.
EPSON . It is the traditional ticket printer, although they already have models with Wi-Fi like the Sunmi one. This printer needs to be connected to the network or PC by cable and a program that “runs” in Windows must be downloaded at all times.
Summary of the important points you need to know about printers:
The program works with Windows and Android systems.
We strongly recommend the SUNMI brand, but also EPSON.
You need the blue printer icon to be visible on your Windows for the system to print tickets. It is a good idea to have this service start automatically when you turn on your PC.
If you have problems downloading or running the installer, go to your IT specialist so that your PC trusts this executable to continue.
Remember to associate your POS with a printer from the configuration to complete the process.
Remember that at the POS you can customize the header and footer of the ticket. In the header you can add your company information: name, NIF, etc.
How to configure a printer. Add a printer
Go to Main Menu > POS > Printers
Select the Download printer program button according to your operating system:
Windows . If you encounter any problems when downloading, talk to your computer team to add this executable to the white list and thus prevent the Windows firewall from preventing you from downloading it. Simply follow the installer steps.
Android . From this moment you will need to enter V3 through this downloaded App and forget the browser you were using (Chrome, Safari, etc.).
Once you have downloaded the program, select the New button
Assign a Name for this printer. It will help you recognize it later.
Choose what type of printer it is:
Windows/Linux:
Select the Printer Name when you downloaded the program
The printer URL will be displayed by default http://localhost:9090
Android
Mac:
Select the Printer Name when you downloaded the program
The printer URL will be displayed by default http://localhost:9090
Network printer:
The printer URL will be displayed by default http://localhost:9090
Select the Save button
Once you have added the printer, you will need to complete the process according to the destination of this printer: if it is to print tickets or orders from the Main Menu > POS > POS Listing
Configure printer to print tickets.
When a client pays you a green fee, service or account... the system will have to issue a ticket or simplified invoice with the tax and VAT data. You can have each point of sale print the tickets on a different printer (e.g. the golf on the reception printer and the bar on the bar printer). For it:
Click on Main Menu / POS / POS List .
Search and select the Reference of the desired POS.
Click Edit .
In the Printer field , search and select the Printer on which you want the tickets for this POS to be printed.
Click Save .
How to configure a printer to print commands
Section: Main Menu > Billing (configuration) > Subfamilies
Introduction to commands
Sending orders to the kitchen or bar works differently than printing the bill or receipt. In these cases V3 can cover several scenarios:
You may only have one printer in the center (kitchen or bar), and you send the entire order to a single printer.
You may have a printer in the kitchen and another printer in the bar, and you want the food to be printed in the kitchen and the drink in the bar.
You may have a printer in the kitchen and another printer in the bar, and you want the food to be printed in the kitchen and the food/drink in the bar.
You may have several rooms and, depending on which room you are working in, it will print in one place or another, or in several places at once.
Configure printer to print commands
The command printing configuration will be done through the product subfamilies. Subfamilies are like product categories that will be designated when creating the product. Example: the product Coca Cola and Fanta will both be in the Beverages subfamily. And I want the subfamily of drinks to be printed on the printer I have at the bar. As we said in the previous section, printing orders with several subfamilies, rooms and printers can be very complicated, but with our data model through the subfamily, this will be very easy.
For more information, go to this link.