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Pickleball Facility Setup
Module 5: Pro Shop Setup
Set Up Pickleball POS
Set Up Pickleball POS

Module 5 (1/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Enable the Point of Sale (POS) add-on.

  • Use Cases: This add-on can track pickleball sales from the front desk, pro shop, restaurant, and more. System users can also use POS to manage inventory and generate reports that break down sales by category and item.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 1.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click SETTINGS > ADD-ONS.

On the next page, expand the Point of Sale folder and check the Enable & Setup box.

Read the terms in the popup and then click I Agree.

Click the Setup button.

The Items page opens in a new browser tab.

CourtReserve also adds a POINT OF SALE link to the side menu. The next step is to add categories and products to the CourtReserve database.

VIDEO TRAINING & RELATED WEBINARS

Watch the Module 5 video to learn about marketing and promotion.

What's next?

  1. Read Module 5, Part 2: Create Pickleball Item Categories

  2. Read Module 5, Part 3: Create Revenue Categories

  3. Read Module 5, Part 4: Create Pickleball Manufacturers

  4. Read Module 5, Part 5: Create Pickleball Items

  5. Read Module 5, Part 6: Create Item Variants

  6. Read Module 5, Part 7: Create Pickleball Taxes

  7. Read Module 5, Part 8: Launch the POS

  8. Read Module 5, Part 9: Discount Items in the Shopping Cart

  9. Read Module 5, Part 10: Manage POS Permissions

  10. Read Module 5, Part 11: Create an Item Sales Report

  11. Read Module 5, Part 12: Create a Category Sales Report

  12. Read Module 5, Part 13: Create an Inventory Valuation Report

  13. Read Module 5, Part 14: Create a Reorder Stock Report

  14. Read Module 5, Part 15: Create a Sales Report

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