Introduction
This is an overview of the POS transactions tab within the Member Profile. You will find it useful when learning from a scratch about the Member Profile in the PGM system. Also, you can refer to this article if you have any questions on a particular feature in the POS tab in Transactions -> Member Profile.
- This article presents a detailed description of the POS Transaction tab in Member Profile.
- This article will be helpful to PG Champion, Club Manager, Club Owner and Front Desk Staff.
Feature description
To access the POS Transaction tab, go to PGM -> Clients -> Club members and select the appropriate member to open their Member profile. Then go to Transaction -> POS.
You can use these two filters to display POS transactions:
- Show products with state only - this will allow to display only these transactions that have product state.
- Show deleted - this will allow to display also the deleted transactions.
Further on, you can also use the following Filters to fit the POS transactions view to your needs:
- Date - you can select the dates of your interest from the calendar.
Clicking on the upward or downward arrow icon next to a given filter enables you to sort the POS transactions according to their min/max order.
- Payment - shows the transaction amount that was paid.
- Debit - shows the debit amount.
- To be paid - shows the amount that needs to be paid.
- Description - shows the transaction description
- Club name - shows the name of the club the transaction was registered in
- Employee name - shows the name of the employee who entered the transaction into the system
- State - displays the initial quantity of the product and its current state. It enables monitoring how many products are left on the purchase state.
- Type - shows the type of the POS transaction.
Three dots icon in the end of the transaction line enables to take the following actions:
- Details - displays the details of the transaction
- Purchase state - displays the initial quantity of the product and its current State. It enables monitoring how many product items are left on the state for the member to use.
Example: If the Initial quantity = 1 and the Quantity = 0 it means that there is no Product left on the state and the member is no longer able to use it. They would need to buy a new Product instead.
Clicking on the Edit icon enables you to change: the Club and the Product that is available, Default employee connected to a given Product, its Quantity, Usage date, Employee name and Product expiry date.
- History - enables displaying the transaction history.
- Transfer - enables transferring the Product to the other member.
Please bear on mind that you can not transfer product which were not settled by the user
- Change user/employee
Currently, the change employee action can only be completed by POSWeb, not by Member profile.
Check out this article to get more information about this feature.
- Change Payment Type - enables changing Payment method, i.e. from online payment to credit card.
- Delete - enables deleting the POS transaction, i.e. in case the payment was interrupted. To do so, you need to add the Delete reason from the predefined list. For more information, you can also provide a more detailed description in the field below.
The following article will explain How to delete Transaction
In the Transactions tab, you can also add manual POS transaction or Contract transaction. Manual transactions affect the club Member’s balance. They are useful if you want to correct member's dues/balance or to give a special, disposable discount.
Go to this article to learn adding manual Contract transaction or see this manual on how to add manual POS transaction.