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POS: Processing Miscellaneous Fees

Create a Generic POS Item to Charge Members for Unassigned Items

Written by Ashley Owens

INTRODUCTION

Feature Summary: Set up and use a Misc. point-of-sale item code for unclassified items.

Use Cases:

  • Process a checkout for products or services that do not have their own unique POS item codes

  • Save time by using a generic item type instead of creating a unique POS item for one-off charges

SETUP REQUIREMENTS

First, create a Miscellaneous category, then create a Misc. item.
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Create the Miscellaneous Item Category

  1. Open the Point of Sale module from the admin panel.

  2. Go to the side menu and click POINT OF SALE > ITEM CATEGORIES.

  3. On the next page, click the Create Item Category button.

  4. In the Create Item Category window, enter a name in the field (for example, Miscellaneous).

  5. Optionally, click the Revenue Category field and select an option. For example: a system user can create a revenue category to track these items.

  6. Click Save Changes.

CourtReserve adds the Item Category to the table.

Create the Misc. Item

Next, create the Misc. item:

  1. Go to the side menu and click POINT OF SALE > ITEM LIST.

  2. On the next page, click the Create Item button.

  3. Fill in the fields, then select the Miscellaneous category created above. Here, we named the item Misc. POS Item.

  4. Click the Tax Rate(s) field and select an option.

  5. Select the correct Revenue Category for this item.

  6. Uncheck the Track Stock box, since this is a generic item code with no specific stock to track.

  7. Click Save.

CourtReserve adds the Misc. item to the table.

Using the Misc. Item Code at Checkout

  1. Launch the POS.

  2. Select the Misc. item, then click Add to Cart.
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  3. Click the Discount icon to set the price of the item.

  4. Enter the item's price in the OVERRIDE PRICE field, then click Save.
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  5. CourtReserve adds tax, if applicable. Click Checkout.
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  6. Add a member name and a note, both optional. Select a payment method, then click Process Sale and Yes in the confirmation popup.

If the point-of-sale transaction is assigned to a member, CourtReserve displays the sale on the member's Transaction Details page. Admins can also view the transaction under Billing > Transactions > Paid Fees on the member's profile.

Note: If a member is not selected at checkout, the Misc. item charge posts as a paid fee and can be viewed on the Transactions List report.

Summary

Racquet clubs often sell one-off items or services that don't warrant setting up a dedicated POS item code, like a one-off retail item or a rarely-sold snack. Creating a generic Misc. item gives system users a single, reusable item code to charge these unclassified items at checkout, without having to build out a full item, category, and tax setup every time something new comes up. It saves setup time while still keeping the transaction properly accounted for, categorized under revenue reporting, and tied to a member's account when needed.

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