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 has been enabled for your administration, you will see the 'POS' tab in BEX PMS, next to 'Setup'. If it is not there, you can activate it in the modules tab of your administration settings.
To prepare the POS module for first use, follow the steps below:
Create and open a register
You can create one or more cash registers. Each register must be opened and closed daily to properly record revenues.
Create and open a register
Add POS products
Add the products you want to sell to the POS module. If you create product groups first, you can sort them into those groups as you add your products. Add a barcode to each product if you plan to use a barcode scanner.
Add POS products, Using a POS barcode scanner
Set up payment methods for POS
Register sales can be paid in different ways. You determine which methods are valid by adding payment methods.
Set up payment methods for POS
Connect PIN terminal to register
With a PIN device you can receive card payments on location.
Connect PIN terminal to register
Connect receipt printer
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.
Connect a receipt printer
Performing a POS transaction
Test your POS module by performing a transaction!
Performing a POS transaction
At the end of the day, the cash register must be closed and counted.
Closing and counting a register
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.