INTRODUCTION
Feature Summary: Configure advanced POS settings. Customize the POS Screen Display and Create Discount Buttons. Understand how to add a discount to a POS transaction.
Use Cases: Systems users can hide product quantity information on the POS menu, block suspended/inactive members from charging items to their club account, customize POS payment methods, and create discount buttons.
PREREQUISITES
System users know how to launch the POS and process a transaction.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click POINT OF SALES > SETTINGS.
On the next page:
Configure settings (see below).
Click Save changes.
Configure Settings
Hide Qty-on-Hand on Point of Sale Screen - If checked, the POS screen hides quantity information as well as Out of Stock and Low Stock tags.
Do Not Allow Suspended or Inactive Members to Charge POS Items - If checked, CourtReserve stops members with a suspended or inactive membership status from charging POS transactions to their club account.
Allowed Payment Types - Use the checkboxes to enable or disable a POS payment method. Credit card is the only default payment method.
Create a Discount Button
Use this feature to create a pre-selected discount amount option at the checkout (e.g. 10% discount for club staff).
Click the green Add Discount button.
On the popup:
Enter a discount rate.
Give the button a name.
Click Save.
CourtReserve adds the discount to the table. Repeat steps to create additional discount options.
POS Discount Permissions & PIN Override
Admins can always apply discounts in the Point of Sale (POS). For sub-admins, this ability is controlled by a permission setting.
If “Allow Item Price/Discount Override on POS” is enabled in the sub-admin's permissions, sub-admins can apply discounts freely. Set this permission for each desired sub-admin under Organization Settings > System Users > Sub-Admins.
If this setting is disabled, sub-admins cannot apply discounts without approval.
In this case, an Admin PIN Override is required. When a sub-admin attempts to apply a discount, they will be prompted to enter an admin’s PIN to proceed. This PIN is set in the admin's profile.
Setting the Admin PIN Override
Admins can create their PIN by:
Clicking their account name in the upper right
Navigating to their profile
Entering a code in the POS Discount PIN Override field
Clicking Save
This setup allows clubs to require manager approval for discounts, providing additional control while still enabling flexibility when needed.
ADMIN PERSPECTIVE
The POS discount button displays when club staff (admins and sub-admins with permissions) click the Discount button in the Shopping Cart window.
In the Add Discount window:
Click the discount button to apply the discount. The POS automatically calculates the new pre-tax price for this purchase.
Click Save.
The Shopping Cart window shows the full retail price, the amount of the discount, and the total price, including tax (if applicable).
The POS applies the discount to one item at a time and not the cart as a whole. If the shopping cart has multiple items, the system user must repeat the steps for each product separately.
