Introduction
Manual POS transaction affects the club Member’s balance. It is useful if you want to correct their dues/balance or to give a special, disposable discount.
Before you start
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Make sure you know which transaction exactly needs to be corrected and which correction date should be shown in the Member’s profile.
- To make a correction for a future transaction, remember to set future date as well. The future date determines when that correction will be added into the system (so on that day, balance refreshes based on the transaction).
Instruction
How to add Manual POS transaction?
1. Go to the PGM -> Clients -> Clients -> Club members.
2. Select a member from the list and open their Profile.
3. Go to the Transactions tab.
4. Select the POS tab.
5. Click on the Add Manual transaction button in the upper-right corner.
6. A pop-up window will open. Fill in all necessary information:
- Select the Club
- Select Make a purchase if you want to sell the Product with no fiscalization to this member, or select Settle debt to remove debit for this Product.
E.g. if a member has not paid for some Products, after choosing Settle debt, you can remove this debt permanently. In the drop-down list, you will be able to see all the Products that this member has not paid for in order to select and settle the debt for them.
- Enter the Product/Service Name
- Enter the Quantity
- Tick Include in the fiscal reports if you want to show manual transaction on fiscal reports.
The system gives you a choice: to show a manual transaction on fiscal reports (with information about payment method, in which club and on which POS station) or the PGM system can exclude that transaction.
7. Click on the Save button.