Index

Section: Main Menu > POS

POS :

Cash Register

Section: Configuration Menu > POS

Settings

POS Listing

Printers

Types of cash

How to modify the number of diners at a table

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 banknotes and automatic calculation of the change

Possibility of split payment

Possibility of parking sales

Agile change from one cash register to another

Ticket printing

Add products . Use this tool to quickly search through your products and add them to the cart

Product button . Select to add that product to the cart

POS selection . Select to change POS (from golf to restaurant or vice versa for example)

Search client . Select a customer to associate this sale and invoice

POS buttons (default)

Folder column . Your custom folders will appear in this column. Example: store, restaurant, etc.

Shopping cart . The items and services sold will appear here. Item name, quantity, price, discount, customer and invoice included.

Edition. (blue button with the pencil) allows to edit the quantity, price, or description, to add a discount to the lines of the shopping cart

Finish. To finish the process, either paying or leaving payment pending.

Cancel. (red button with the bin) allows to cancel the items on the shopping cart.

From another plugin (reservations, quotas, etc.). When making the reservation, enter your details and, when selecting POS, you will arrive at the POS with those products added to the cart

From the POS product search engine . Simply select, type the name of your product, and select from the list

With product buttons . Browse the folders and select the button for your desired product

Scanning barcode. Read the barcode with your scanner and the product will be automatically added to the cart

Amount to edit . Select the desired amount to edit with the keyboard and it will appear in this section

Keyboard to edit . Use this virtual keyboard or those on your physical keyboard to edit the desired amount

Assign decimals . Select here to get decimals in your desired quantity. Note that you do not need to mark the points for thousands

Delete . Select here to correct the desired quantity

Close editing window . Close the edition sale here

Edit quantity . First mark the quantity on the keyboard and then this key to modify the units of the selected lines in the cart

Edit price . First mark the quantity on the keyboard and then this key to modify the unit price with taxes included of the selected lines in the cart

Apply discount . First mark the quantity on the keyboard and then 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 . Select here to edit the description of the selected lines in the cart. It is useful to add something interesting to this product for the customer since it is printed on the invoice

Observations: Select this option to add a remark to the selected sales line. You can consult this observation from the details of the sale.

+/-: Select this option to add negative amounts at the POS

Add a product to cart

Select the line (if there is only one line in the cart, you do not need to select the line)

Select Edit (orange icon)

Select the desired quantity on the keyboard (20)

Select the Units key . The cart line should now show 20 units

Add a product to cart

Select the line (if there is only one line in the cart, you do not need to select the line)

Select the Edit button

Select the desired price on the on-screen keyboard, for example 20

Select the Price button

The cart line should now show €20

Add a product to cart

Select the line:

Add a Product to the cart

Select the line (if there is only one line in the cart, you do not need to select the line)

Select Edit

Select on the keyboard on screen 20 to continue with our 20% example

Select the Discount button

The cart line should now show a 20% discount

Select the Lines you want to cancel. If you do not select any line, the entire cart will be canceled

Select the Trash icon

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

Select Cancel . The system will generate negative charges and corrective invoices

Add a product to cart

Select the line (if there is only one line in the cart, you do not need to select the line)

Select Edit

Select the Description key . A pop-up window will open

Write the custom description

Select Accept

Customer 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.

Amount 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)

keyboard to be able to modify the amount to pay

Delete key to correct any data incorrectly entered with the keyboard

Bill key , if you are paid with a bill and do not have to enter the amount manually with the keyboard

Close the window and cancel the payment process

Total of the lines selected 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 purse bonuses or units if the client has sufficient balance.

Payment pending to leave the selected lines of the cart at the customer's expense

Select 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 it will be printed on the receipt printer

Select Finish . The payment window will open

Write on the keyboard the Amount you want to pay with payment method 1

Select Payment Method 1 such as Cash . The system will record the amount and its payment method and update the amount pending payment

Select Payment Method 2 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 it will be printed on the receipt printer

Select the Cart Lines that you want to pay with payment method 1

Select Finish . The payment window will open

Select Payment Method 1 such as Cash . The window will close, the lines will be marked as paid, an invoice will be assigned to them and it will be printed on the receipt printer

Select the Cart Lines that you want to pay with payment method 2

Select Payment Method 2 such as Card . The window will close, the lines will be marked as paid, an invoice will be assigned to them and it will be printed on the receipt printer

So on with all the lines

Select the Client

Select the Invoice Type to Full Invoice

Select Finish . The payment window will open

Select Pending payment . A complete invoice will be generated

Select on the Invoice . The invoice detail will open

Select Receipt

Write the Amount you want to pay and your Payment Method

Select Accept . 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

Select the Open Box button .

will open :

Select Accept .

Select the Close Box button

A pop-up will open:

POS . With which the operation was performed

Guy . Types of movement:

Actual cash amount

Expected cash amount

Actual card amount

Expected card amount

Entry/Withdrawal . Shows the amount deposited or withdrawn

Payment

Observations . Space to record additional comments about the movement

Show user on the ticket. Activate/deactivate option

Hide print buttons . Activate/deactivate option

Hide pending payment button. Activate this option to hide the pending payment button from all the POS of your system.

Ask for discount reasons . Activate/deactivate option

Lock cash register per user. Activate/deactivate option

Main button . It is a button that acts as a folder, that is, when you select it, all the buttons inside it are shown. Eg. Drinks, Food…

Product button . It is a button that has a product associated with it and when you select it, that product is added to the cart .

New

Actions:

Name for this POS. Pro Shop or Restaurant.

Warehouse from which your sales will be discounted if you have the warehouse module activated.

Type of POS. You have 2 options:

Family . The product family that displays by default

High buttons

Font size buttons

Custom buttons

Confirm lines

Logo

white level

Text header for your ticket. Normally the CIF, Name and address of your company.

Footer text for the footer of your ticket. Normally a Thank you for your visit .

Printer . Choose the printer where the cash receipt will be printed. For orders. Sending orders to the kitchen or bar works differently than printing the bill or receipt. In these cases V3 can cover several scenarios:

Print in popup : Activate this option if you do not have a printer connected. This way, when you make a payment at the POS, a preview of what would be printed on a physical POS will appear on the screen.

Print manually. Allows printing of receipts or invoices not to be done automatically, but manually, as needed. With this option activated, the POS will not automatically print receipts or invoices. To print, you must manually press the POS print button each time you need to or from the invoice detail, selecting Print in POS.

You want to create two buttons:

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 cash register.

Product that will be added to the cart if we select 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 product to the cart when selecting, 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.

Special function for this button if it is not the sale of a product:

For our example we will leave this field blank.

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 select 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:

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 (without background) or that they have the same color as your button background

Icon for your button in case you don't want an image

Open cash register

Open drawer

Update client. To modify the sales customer.

Park. To leave the sale in the background and then recover it and continue. Very useful for restaurants and/or stores.

Arching

Add modifier. Special Restaurant function. Selecting this option will activate an additional field on the screen called Label. Let's imagine that we put without ice. By clicking this button on the POS, the system will add a no ice label to the selected cart line and it will then be printed in the kitchen. That is, it will mainly serve us to create modifications of predefined dishes and drinks to later print on order.

Voucher. To be able to create a bonus for a client. From this POS button, you can choose the type of bonus you want to create from the drop-down menu. If what you want is to create a button for the sale of a specific type of quota, add the Reference of the Type of voucher in the "Args" field.

Close cash register

Configuration. To quickly access the POS configuration. Special permits are required.

Subscription. To be able to create a quota for a client. From this POS button, you can choose the type of quota you want to create from the drop-down menu. When using this button, keep in mind that the first installment (the first receipt) is issued. If what you want is to create a button for the sale of a specific type of quota, add the Reference of the Quota Type in the "Args" field.

Discount. To apply a discount to the sale. To complete the configuration of this button you will have to define the discount amount in the following "Args" field. You can add the discount directly from the keyboard > Edit without needing a button, but it is usually used when a club has very frequent fixed discounts, for example "15% for being a member."Split sale. To be able to divide a sales line into 2 or more parts. For example, if they want to pay you for a sale of €1,000 in 3 parts: €500 now, €250 later, and €250 even later. By clicking on this button, a screen will open where you will put the different amounts “500 250 250” separated by spaces. When you click “accept” you will see how the sales line you had selected becomes 3 lines with the quantities you have chosen. You will see that the units have also been updated proportionally. This way you can pay one of the three lines and leave the other two pending payment.

Note >Imbalance by decimals: It is possible that the distribution or division of the sales line is not exact and an imbalance by decimals would be generated. For example, if we divide €10 into 2 parts there is no problem. We could do 5 + 5 or 8 + 2 and it adds up to a penny. However, if we try to divide 10 into 3 equal parts, we would have 3.33 + 3.33 + 3.33 and that would generate a difference of 1 cent. In these special cases, the system will automatically round 1 cent to the first sales line to avoid the imbalance.

Send Command. This function sends the order to be printed in the kitchen and/or bar.

Send for payment. It allows customers to receive a payment link in their email, where they can review a summary of their purchase and proceed to payment safely and conveniently. To ship, make sure the products are marked as pending payment. Only in this state will you be able to generate and send the payment link:

Bill. To issue a complete invoice for that sale.

Print. To print the sale and cart items in ticket format.

Print in popup. A preview of what would be printed on a physical POS will appear on the screen.

Print without cancellations. When you enter several products at the POS and need to cancel one due to an error, when using the POS button Print the lines corresponding to the canceled product and its cancellation are also printed. Using the Print without Cancellations button, the canceled product lines and their cancellations are not displayed when printing the sale. Very useful for restaurant to print sales for the account.

Print without price. Print the ticket without price

Collections report. Collection report for the day (until 00:00). Print on a ticket printer.

Report of charges per shift. Report of charges made during a specific shift, from the opening to the closing of the POS. This report shows all transactions carried out from the opening of the POS to the closing, regardless of the time. This report is very useful for Restaurants, which close their day after 00:00.

Cash in

Go to url

Link for payment. The functionality is the same as “Send for payment”, the difference is that it generates a link that you can send manually by email, Whatsapp, SMS, etc.

Flag desserts

Mark first

Mark seconds

Show family

Show subfamily

Move table. This feature allows you to move the selected lines in the cart to another table on the map.

Products

Cash withdrawal

Go out. To leave the POS.

See parked. To see all the parked carts.

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 .
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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.

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.

Select the Actions button

In the drop-down menu, select the Download printer program button according to your operating system:

Select the New button

Name . Assign a Name for this printer. It will help you recognize it later.

Guy . Choose what type of printer it is:

Ticket width .

Description .

Select the Save button
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Search and select the Reference of the desired POS

Select Edit

In the Printer field , search and select the Printer on which you want the tickets for this POS to be printed

Select Save

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.

Name of the type of cash that we are going to register. Example: 10 cents.

Amount in number of the type of cash that we are registering. Example: 0.10.

Type of cash. A drop-down menu will appear and we will have to choose whether it is a coin or a bill. Example: Currency.

From the Main Menu > Restaurant > Select the table you want to edit.

In the pop-up that appears, select the POS option.

Select the button that you previously created to modify the number of diners.

A pop-up will appear where you can enter the new number of diners.

Enter the desired value and select OK to save the changes.

At the POS, verify that the updated number of diners is displayed in the upper left corner.

You can also check the change in the Restaurant module view, where the new number will be reflected on the right side of the screen.