Introduction
The PGM system enables you to enter a Cash deposit or Cash withdrawal into the system through the POSweb. These operations need to be accepted afterwards, i.e. by the Club manager. Here, you will find instructions on how to do it.
- This article will be helpful to the Front Desk Staff and Club Manager.
Instruction
How to enter Cash Deposit in POSweb?
1. Open the POSweb application.
2. Click on the POS tab.
3. Click on the three dots icon.
4. Click on the Cash deposit button. It will prompt a form to enter deposit details. Every deposit will increase the current amount in the device’s memory.
- Reason - enter a reason for deposit (this will be displayed in relevant reports later)
- Amount - deposit amount.
- Deposit - this option allows you to add additional information about the person for whom you store the money.
Later, you can create a related withdrawal document for a more transparent register for cash flow. Usually not in use.
5. Click on the Deposit button.
How to enter Cash Withdrawal in POSweb?
1. Open the POSweb application.
2. Click on the POS tab.
3. Click on the three dots icon.
4. Click on the Cash withdrawal button. It will prompt a form to enter withdrawal details. Every withdrawal will decrease the current amount in the device’s memory.
5. Fill in the form:
- Reason - enter a reason for withdrawal.
- Amount - withdrawal amount.
- Deposit - once selected, you can link a withdrawal to a previously entered deposit
6. Click on the Withdraw button.
Hints
How to use the Advanced view?
Both, cash deposit and cash withdrawal forms, come also with advanced versions, allowing you to enter more detailed information. By default, the simple versions of both documents are enabled which suffices most users. If you wish to switch to the advanced view, you need to contact the Perfect Gym Support Team.
- The advanced views allow you to add personal or company information related to deposit/withdrawal.
- Also, the deposited or withdrawn amounts can be split into multiple positions on the document.
- Use the Add button to split the amount - this can help you manage multiple deposits/withdrawals in one form.
Where I can find the summary of the operations?
- Please go to Finances -> Cash deposit/withdrawal to see the list of all operations made on POS Stations,
- Please go to Reports and look for reports: Cash-in / Cash-out available: detailed and summary.