Managing Transactions
After items have been selected for sale, GEN Point of Sale users may want to change various aspects of their transactions items. All items and available functions will appear in the Transactions Frame. Functions include:
- Adjusting Item Quantity
- Removing an Item
- Applying a Regular or Alternate Price to an Item
- Adjusting Item Price
- Removing Item Tax
- Replacing a SKU
- Placing a Transaction on Hold
- Recalling a Transaction
- Splitting a Transaction
Viewing the Transaction Frame and Grid
In every Point of Sale transaction, entered items will appear in the transaction grid of the transaction frame. This frame contains important information about the items in your transaction grid.
Interpreting the Transaction Grid by Column:
- Quantity – Quantity of the item.
- Item – Description and SKU of the item. Clicking the SKU link opens the SKU Details window.
- Price – Price of item.
- Adjustment – Dollar amount of price adjustment.
- Tax – Tax amount added to item.
- Net – Net price of item; the price, plus applicable price adjustments and taxes.
Viewing the SKU Details
Interpreting the SKU Details window:
- SKU – SKU number.
- Description – Description of item.
- Tax: Tax rate applied to the item. Specifies whether the tax is added to or included in the price.
- Quantity on Hand – Quantity of items available in stock.
- Regular Price – Regular price of item.
- Alternate Price – Alternate price of item. This allows for tiered retail pricing for select customer or golfer types.
- MSRP – Item manufacturer’s suggested retail price.
- Assigned Regular Cost – Unit cost of item.
- Calculated Average Cost – Average cost of item.
Support categories
Common troubleshooting
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Coming soon.
Events
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Hardware
Online booking
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POS
- Adding Gratuity
- Adding Items by Department
- Adding Miscellaneous Items
- Adding Quick Items
- Applying a Payment to an Event Balance
- Applying an Event Payment to a Store Balance
- Clocking In and Out
- Closing the Drawer
- Counting and Reconciling the Cash Drawer
- Entering Items
- Issuing a Rain Check
- Issuing Advance and Consignment Tickets
- Logging In to Point of Sale
- Managing Gift Cards and Certificates
- Managing Transactions
- Paying on Account
- Paying Out from Cash Drawer and No Sale
- Placing a Transaction On Hold & Recalling Hold
- Placing a Transaction On Hold & Recalling Hold
- Pricing of Items
- Printing a Transaction on the Kitchen
- Processing a Return
- Processing Payments
- Processing Payments by Gift Card or Certificate
- Processing Payments by Loyalty Points
- Processing Payments in Other Currencies
- Processing Payments with Rain Check
- Processing Penalties
- Reprinting a Transaction
- Searching for a SKU
- Searching For and Adding Customers
- Splitting a Transaction
- Using Punch Passes
- Using the Functions Frame Overview
- Using the Keypad
- Viewing Customer Details
- Voiding a Transaction
POS admin
- Adding Inventory Items Manually
- Assigning Security Access
- Bundling Inventory Items
- Importing Inventory Data
- Logging In to Point of Sale
- Managing General Ledger
- Purchasing & Receiving Inventory Items
- Purchasing & Receiving Inventory Items
- Setting Up Automatic Batch Credit Card Payments
- Setting Up Credit Card Encryption
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Credit Card Types & POS Cash Buttons
- Setting Up Department, Sub-Department
- Setting Up Merchant Accounts
- Setting Up Modifiers
- Setting Up Payment Types
- Setting Up Punch Pass Templates
- Setting Up Quick Items
- Setting Up Stores
- Setting Up Tax Tables
- Setting Up the Property Management System
- Setting Up Units of Conversion
- Transferring Inventory from One Store to Another
- Viewing and Emailing Inventory Received Instances
- Viewing and Printing Advanced and Credit Card Reports
- Viewing and Printing Limited Reports
- Viewing and Printing Standard Reports
Release notes / infrastructure requirements
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Coming soon
Tee sheet
- Booking or Cancelling a Tee Time
- Checking In Customers
- Checking the Weather
- Issuing a Rain Check or Refund
- Logging In to the Tee Sheet
- Managing Reservations
- Navigating the Tee Sheet
- Printing Tee Sheet Reports
- Understanding Tee Sheet Color Codes and Icons
- Using the Wait List
- Viewing Transaction Details of a Tee Time Booking