Introduction
If you would like to allow your members to purchase products via POS without paying and to collect money from their credit cards, i.e. by the end of the day, this is the article for you.
- This article will be helpful to PG Champion, Administrator, Sales Manager, Club Manager or Club Owner.
Before you start
Payments for these purchases are done exactly the same way as it's done for recurring contract payments, so before start, make sure you know what it is and how to create Auto Booking Generation and Auto Booking Acceptance
This option doesn't work by default! To turn it on, contact the Perfect Gym Support Team if your club is already using the PGM system, or the Implementation Team, if you are within the onboarding process, before go-life or during Hyper Care period.
Instructions
STEP 1
Adjust the allowable debit value on the Payment Plan
- Go to the PGM -> Sales -> Memberships -> Payment Plan
- Select the Payment plan you want to edit.
- Allowable debit value is the maximum amount of purchase without instant paying. Enter the value in the Allowable debit field.
Please remember - allowable debit value needs to be entered with a minus!
4. Also, remember that:
- Each allowable debit value needs to be configured per each Payment plan. It means that you need to configure every Payment plan if you want to allow all your members to use this option.
- There is NO default allowable debit value in the Payment plan configuration. Also, there is NO maximum debit value you can enter there.
STEP 2
Sell the Product on POSweb
1. Go to the POSweb station and sell the Product. If you do not remember how to add products to the POSweb, use this article.
2. To sell product "on debit", you have to:
- Find a member.
- Add the Product to the Shopping cart.
- Click on the three dots icon in the right-bottom side of the site.
- Click on the Debit button.
STEP 3.
Collect the money
1. Go to the PGM -> Finance -> Auto Booking Generation
2. Create the auto booking generation and auto booking acceptance. For more information, on how to do it go to these articles: Auto Booking Generation and Auto Booking Acceptance.
3. Below, you will find the information connected only with the recurring payment for the Product. To create a recurring definition for the Product purchases on POSweb, select the Transaction type: POS Transaction.
- POS transaction - this one is connected only to the Products sold via POSweb.
- Contract transactions - if that is marked, you will only be able to generate Contract payments.
- ALL - with this option you will generate bookings for both Product and Contract transactions.
That's it! You're done!