Getting started with the POS module
The POS module is used to be able to sell and receive payments for products. It is possible to receive payments via different payment methods. You can create multiple cash registers, which is useful if you have other points of sale besides the reception desk. Every day that you use the register, you have to open and close it. You use counts to log the amount of cash and identify any discrepancies.
If the POS module is part of your Booking Experts package, you will see the 'POS' tab in BEX PMS, next to 'Setup'. If it is not there, contact support@bookingexperts.nl to activate this optional module.
To prepare the POS module for first use, follow the steps below:
You can create one or more cash registers. Each register must be opened and closed daily to properly record revenues.
Add the products you want to sell to the POS module. These will be available in all created cash registers.
Set up payment methods for POS
Register sales can be paid in different ways. You determine which methods are valid by adding payment methods.
With a PIN device you can receive card payments on location.
With a receipt printer you can quickly give the guest a receipt. Without a receipt printer, a receipt can also be printed via a normal printer, but this requires a few extra steps.
Test your POS module by performing a transaction!
At the end of the day, the cash register must be closed and counted.
You can also perform administrative actions and gain insight into sales and revenues via the submenus 'Receipts', 'Receipt items', and 'Results'.
To be able to use all the functions of the POS module, your user account needs the 'Setup' or 'Financial' rights.