POS module
A cash register for the direct sale of products
- Getting started with the POS moduleSet up the POS module in BEX PMS to sell products at the reception, a shop, or another point of sale. It also allows you to take payments for reservations at a register. You need to open and close a register every day you use it.
- Creating and opening a registerA register is a point of sale in the POS module, with its own cash drawer. Create a register for each place where you sell, and give it a name that shows where it is. Before you can sell, you open the register by counting the cash in the drawer.
- Adding POS products and product groupsPOS products are the items and services you sell at a register, such as drinks or firewood. Every product belongs to a product group. Each register shows the product groups you make available there, as tabs.
- Setting up payment methods for the POSPayment methods decide how guests can pay at the register. Cash is available by default. You can make other payment methods available too, such as card payments through a PIN terminal or gift cards.
- Connecting a PIN terminalTake card payments at the register with a PIN terminal from Mollie, linked through BEX Payments.
- Connecting a receipt printerConnect a network receipt printer to a register, so you can print a receipt for the guest after each sale.
- Using a barcode scannerScan barcodes at the register to add products to the receipt faster. Set up the register and your products first.
- Selling products at the registerSell products at an open register: add them to the receipt, take the payment and give the guest a receipt.
- Selling a product with a variable priceSome items don't have a fixed price, such as loose items sold by weight, or miscellaneous seasonal products. Instead of adding a product for each possible price, create a general product. You then enter the price manually during the sale.
- Viewing and crediting receiptsEvery sale, payment and count at a register creates a receipt that can be found in POS > Receipts. To give a guest money back for a sale, you credit the receipt of that sale.
- Refunding products without a receiptIf a guest returns a product and you can't find the receipt, you can still refund it by “selling” the product with a negative amount. Only do this if you can’t find the receipt to process a regular refund.
- Closing and counting a registerAt the end of each day you use a register, you close it with a count. The count records the day's revenue and shows any differences. It also tells you how much cash goes to the safe. The drawer then holds the minimum amount of cash again.
- Viewing and correcting register countsEach time you open or close a register, BEX PMS saves the count. You can see who made each count, the totals and any difference in POS > Counts. If a mistake has been made in a count, you can correct it at the next count.
- Receipt items and resultsSee what you sold per receipt line or per product. Edit to retroactively change ledger accounts or VAT rates of a product.
- Ledger accounts and journal entries of POS salesEvery POS sale is saved on a receipt and booked in journal entries. Each POS product books its revenue to a ledger account selected in that product’s settings. Learn which journal entries a sale creates.