We recommend using POS Item Categories because they help with navigating the POS Register and offer an efficient way to manage tax and financial settings for items within the category. They also provide more flexibility in reporting for what your customers consume.

To create a category:

Click Settings on the main menu
Click POS Item Categories
Click New Category
Type in a Name and Description
Click Save
Repeat for any additional categories you wish to create at this time.

That's it! You're POS item categories are done! 🎉

When ready, you may add POS items to a category on the item's setup.

TIP: Using POS Item Categories makes it easy to bulk edit taxes or financial accounts for all items in the category.

Adding POS Vendors

Keeping track of the point of sale vendors is also helpful information for your park to track.

To add Point of Sale Vendors:

Click Settings on the left menu
Click POS Item Vendors
Click New Vendor
Type in the Vendor Name
Click Save

Adding Point of Sale Items

POS Items can be added at any time. You can watch this video to learn the steps, or continue reading below.

Here are the steps to do so:

Click Point of Sale on the left menu
Click POS Items
Click New Item
Complete the information needed to click save. Any field with an * means that it is required, others are optional. These can also be changed at a later date.
1. UPC - If your park does not use codes, this can be the unique name of the item
2. Alternative UPC (two fields)
3. Description
4. Category
5. Vendor
6. Price
7. Cost
8. QTY Available
Choose the additional options you wish to apply to the item:
1. Taxes
2. Track or not track the quantity
3. Determine that the quantity must be a whole number
4. Add the item to your POS Register favorites, for quick access to frequently used items
Click Save

Using the Point of Sale

POS Register Overview

To get to the POS Register, click on the Point of Sale option on the left menu, then click POS Register.

1. Favorites - The Favorites bar is the fastest way to add items to a transaction. Any POS Item can be tagged as a favorite under the specific item settings
2. This is where you can ring up items. There are two methods using the UPC:
  1. UPC scanner- If your items were set up with a UPC scanner, you can ring up the item by clicking in POS item search bar, scan the item, select enter to add item to transaction
  2. Type UPC- If you know the exact UPC of an item, you can simply type the UPC into the POS item search bar and select enter to add item to transaction.
3. This is where you can find all of the items in a transaction, as well as the sub total and total.
4. Any payments that have already been made for this transaction will show listed here
5. By clicking "Add Payment" you can add a payment. Multiple payment method options may be provided depending on your parks set up
6. When clicking "other options" you will see an option to charge to a reservation, or to a guest
7. This is where you can find your receipt printer settings

Complete a Transaction (initiate sale to taking payment)

Start with a Blank Transaction

Navigate to the POS Register by clicking POINT OF SALE > POS Register on your main menu.
Ring Up Items

There are four ways to add items to a POS transaction:

UPC scanner - If your items were set up with a UPC scanner, you can ring up the item by clicking in POS item search bar, scan the item, select enter to add item to transaction.

Type in UPC - If you know the exact UPC of an item, you can simply type the UPC into the POS item search bar and select enter to add item to transaction.

Item search - You can search an item by name or category by clicking on the search glass to the far right of the POS item search bar.

POS Favorites - Adding a POS item to your Favorites list is a quick and easy way to ring up frequently used items. In the item's setup under POS Items, enable and save the option for POS Register Favorites. When in the POS Register, simply click on an item in the Favorites list to add it to the transaction.
Edit Items as Needed

Simply click an item in the transaction to open it's details. Update the price or change the quantity then click the green checkmark to save. Remove an item by clicking the trashcan.
Complete Transaction

When all the items are added and you are ready to take payment, you have a couple of different options.

There are three ways to complete the POS transaction:

Add Payment: The add payment option should be used to collect payment upfront and complete the transaction.

Charge to an Active Reservation: The Charge to reservation option can be used if the purchaser is a guest with an active reservation in the park. This means the reservation stay dates include the POS transaction date. To read more about this type of transaction and how to manage it, click on the blue hyperlinked feature name to be redirected. For a quick reference, the screenshot below shows what you will see in the POS Register.

Charge to guest account: The Charge to guest (no reservation) option can be used if the purchaser does not have a reservation with you but would like to have an item charged to their guest profile instead. To read more about this type of transaction and how to manage it, click on the blue hyperlinked feature name to be redirected. The screenshot below is an example of what you will see in the POS Register.
Print a Receipt and Start a New Transaction

Once the transaction is complete, you will see the buttons to print a receipt and start a new POS transaction.

Refund or Return a Point of Sale Transaction

You can return and refund a point of sale transaction.

To return an item:

Go to the Transaction
Click on the item to open the details
Click on the reverse arrow

To refund the item

Click the three dots next to the payment
Click refund

Point of Sale Status Descriptions

Pending

The pending status identifies a transaction that has POS items added but has not been paid or has only been partially paid. See the Pending Transactions section for more information.
Refund Pending

Refund pending identifies a transaction that has been paid in full but an item was returned in the cart, so the purchaser is due a refund for the item sale that was reversed.
Complete

The complete status identifies a transaction that has been fully paid.
Complete/Paid- Linked to a reservation

The complete paid status with an image of an RV identifies a transaction that has been linked to a reservation and has been paid in full.
Complete/Unpaid- Linked to a Reservation

The complete unpaid status with an image of an RV identifies a transaction that has been linked to a reservation but has not been paid in full.
Complete/Unpaid Overdue - Linked to a Reservation
If the complete transaction has a red Unpaid icon with an image of an RV, the transactions is linked to a reservation and the payment due date has passed. The transaction is officially past due. The guest may have received an email notification if there is an email on file and the POS Overdue Payment email template is set to Sending.
Complete/Paid- Linked to a Guest Profile

The complete paid status with an image of a person identifies a transaction that has been linked to the profile of a guest and has been paid in full.
Complete/Unpaid- Linked to a Guest Profile

The complete unpaid status with an image of a person identifies a transaction that has been linked to the profile of a guest but has not been paid in full.
Complete/Unpaid Overdue - Linked to a Guest Profile
If the complete transaction has a red Unpaid icon with an image of a person, the transactions is linked to a guest profile and the payment due date has passed. The transaction is officially past due. The guest may have received an email notification if there is an email on file and the POS Overdue Payment email template is set to Sending.

Pending Transactions

Pending status indicates a transaction with a balance due, and not linked to a guest or reservation. This is essentially a suspended transaction, typically occurring because items were rang up but the guest changed their mind or things got busy and the sale was abandoned to complete another task in the system.

Resume a Pending Transaction

You may come back to a pending transaction to complete it at any time. Here is how you resume a pending transaction:

Go to Point of Sale > POS Transactions
Enter any of the information shown below to find the transaction. If searching through a larger list of results, we recommend the Search filter to help you quickly find exactly what you are looking for.
Click on the transaction to open it.
You may now finish the transaction which might include adding more items, returning items, making a payment, or charging the transaction to a guest account or reservation.

Satisfy Pending Status by Charging to a Guest or Reservation

For transactions that will be settled by the guest at a later time, you may satisfy the pending status if you charge to the guest account or charge to an active reservation. This changes the transaction's status to complete but still accurately reports the balance due, as we see in the screenshot below.

Cancel a Pending Transaction

If a pending transaction is not going to be resumed, it can be canceled. This clears the transaction from the POS Transactions records as if it never happened.

Go to Point of Sale > POS Transactions
Click on a transaction to open it.
Click Cancel Transaction (pointed out below).

Other Helpful Point of Sale Information

Customize POS Receipt Width

The default receipt width is 3 inches, which will fit most standard receipt printers. To customize the receipt width, on any transaction you can click on "Printer Settings" and update the information you wish to change:

Managing Point of Sale Items

Edit Point of Sale Item Stock on Hand

Go to Point of Sale > POS Items > open the item > enter the accurate quantity > Save.

Edit a Point of Sale Item

Point of Sale items are fully editable at any time. Navigate to the item going to Point of Sale > POS Items then click an item to open it and adjust any of its settings. For more information on the settings within an item's setup, see: Adding POS Items

Disable Point of Sale Items

If you have an item that you no longer wish to use, you can disable (delete) this item. To delete an item, follow the steps below:

Click Point of Sale on the left menu
Click POS Items
Click on the item you wish to disable
Click "Delete" in the bottom left corner
Click "Delete the item" to confirm

NOTE: To see a disabled item, check the box next to "Include disabled items" at the top of the POS Items screen.

Restore Deleted Point of Sale Item

To reuse an item that was previously deleted you can restore any POS item.

Click Point of Sale
Click POS Items
Check the box next to "Include disabled items" at the top of the screen to include all disabled items
Click on the disabled item you wish to restore
Click the Restore button in the bottom right

Bulk Edit Taxes and Financial Accounts for Point of Sale Items

If your Point of Sale items are included in a POS category, you may edit the category's setup to edit all items associated with the category. Category setup may be edited to adjust the taxes and financial accounts associated with the POS items.

Go to Settings on the main menu.
Click POS Item Categories.
Find the category you wish to edit and click to open it.
Adjust the taxes collected or the associated financial accounts.
Save your changes to complete the bulk edits.