INTRODUCTION
Feature Summary: Access the Point of Sale (POS) page to manage sales transactions.
Use Cases: System users can display product details, add items to a shopping cart, and process customer payments directly at checkout.
SETUP REQUIREMENTS
Go to the side menu and click POINT OF SALE > LAUNCH POS.
OVERVIEW
The POS page includes the following sections:
Categories – Item Categories, displayed on the left
Items – shown in the center, with a search bar for quick lookup
Shopping Cart & UPC Search – located 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 a product image (or card) to open a popup with the item description. To purchase, select a quantity and click Add to Cart. If the product has variants, use the drop-down menu to choose the desired option.
Reviewing the Cart
Confirm the information in the cart. Click Checkout to open the payment processing page.
Use the blue Discount button to discount the amount by a default percentage, a manually entered percentage, or enter an override amount. 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.
Click the Member field and type at least three letters to search for a name. Once selected, the member’s current club balance will appear under Amount Due, along with any available Account Credit. Linking POS sales to a member’s account is optional.
Select a Payment Method and confirm the Payment Amount.
Click Process Sale and then Yes in the confirmation popup.
Click OK in the Success popup window. The POS page displays.
When a POS sale is linked to a member, they will automatically receive an email receipt once the transaction is completed.
EMAILED RECEIPT(S)
If a member has an email on file, a receipt is automatically sent once the payment is processed. If the member doesn't have an email on file but is part of a family membership, the email will be sent to the family's primary email address.
The Email field in the Receipt Option pop-up can be used to enter an address if no email is on file, or to send the receipt to an alternate email address.
USER 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, the POS transacation will be listed under the default section of Paid. CourtReserve displays the transaction, including the date, amount, and category (i.e. Point of Sale) type.
Reminder: When a POS sale is linked to a member with an email on file, they will automatically receive an email receipt once the transaction is completed.
ADMIN PERSPECTIVE
Admins can view POS transactions within a member’s account by navigating to Billing > Transactions > Paid Fees or All Transactions.
