To launch the POS Options, select options/POS Settings/General POS settings.

The General POS Settings form will load.  

There are three tabs which affect POS operations.  They will be described below.

POS Options

• Operation
  • Reset Inventory After Each Sale.  If this option is selected the POS grid which contains the sales items will return to the main screen after an item is selected.  If this option is left unselected, the POS grid will remain on the same screen as the last item selected.
  • Require User Login Each Sale.  If this option is selected, sales clerks and servers will be required to login prior to making a sale.  If this option is left unselected no login will be required.  Needless to say, system security and server based reporting can only be accomplished if this feature is enabled.
  • Auto Apply Service Charge.  If this feature is enabled, an automatic service charge will be applied to a member's bill for each F&B invoice.
  • Service Charge Rate.  This is the percentage which will be added to a member's bill if Auto Apply Service Charge is enabled.
• Member Selector Options.  Select the type of members which will appear in the POS member selector.  The system supports the the following member types:
  • Members
  • Guests
  • Reciprocal
  • Visitors
• F&B Cash Customer Category.  This category will be applied to sales to unidentified cash customers.  The category will be used for sales reporting purposes.
• F&B Inactivity Logon.  This sets the number of seconds that a F&B server will remain logged onto the POS, if they forget to logoff the POS when they leave the POS station
• Time Card Required for POS.  This feature should be enabled if servers are required to sign on and off to start and end their shifts.
• Clear Empty Table On Exit.  This applies to F&B POS only.  If this feature is selected, when a server exits an open order with no sales items selected, then the table will be closed.
• Shift Report Enabled.  Select this option if clerk and server shift reports are required.  This feature will only work if Time Card Required for POS is enabled.
• Security Required to Delete F&B Items.  If this feature is enabled, servers will be required to enter a reason, if an F&B item is deleted after it has been sent to the kitchen or bar.  The reason will be printed on the applicable kitchen or bar printer
• Show Member Account Button.  If this feature is enabled, a clerk can view a member account statement from the retail POS and receive payments on account.
• Use Invoice Reference Numbers.  If this feature is enabled, clubs which use pre-printed and numbered paper invoices, can enter the paper invoice number when processing a sale.
• Group AR by Family Member (will be moved to an appropriate section)
• Tip Pool Percentages.  If tip pooling is used, enter the applicable tip percentages (as a percentage of sales) for kitchen staff, bartenders and bussers.  Each server's end of shift report will print the tip pooling amounts, based on tips added to the members' invoices.
• Fire Order When Exiting.  This option controls printing to the kitchen and bar when a server exits the F&B POS.  There are three options which are explained below:
  • Do Not Fire.  Select this option if full control of printing to the bar and kitchen is to be left with the server
  • Automatic.  All unsent items will be sent to the kitchen and bar when a server exits an order.
  • Prompt.  Servers will asked whether they want unsent items to be printed to the kitchen and bar, when they exit an order.
• Fire Order when Split/Tendering.  This option controls printing to the kitchen and bar when a server selects the Split/Tender button.  They are identical to the options for Fire Order When Exiting.
• Prompt for Covers.   If this feature is enabled, Servers will be asked for the number of people sitting at the table.

Printing

• Use Generic Print Driver.  Typically the POS is configured to use the printer drive which comes with your receipt printer.  In some circumstances, that driver may not function as expected, in which case, the generic print driver can be used.
• Print Gratuity Line.  Selecting this option will cause a gratuity line to be printed on an F&B receipt.
• Print Cart Waiver.  This option will cause a cart waiver to be printed on a retail receipt, if a golf cart has been sold.
• Member Statement Name Order.  This sets the name order on the member statement.
• Open Cash Drawer.  This setting will control whether the cash drawer is opened when a receipt is printed
• Cash Drawer Code.  If the cash drawer is to be opened upon printing, the correct cash drawer code is required.
• Cut Receipt Paper.  If this option is selected, the receipt printer will cut the receipt.  Some receipt printers can be configured to cut a receipt automatically.  In this case, set this setting to no, otherwise, there will be an extra cut.
• Cut Receipt Code.  If Cut Receipt Paper is set to Yes, then select the applicable cut code for the printers.

Card Swipe

• Member Card Swipe enabled.  Set this option to true if member identity cards are swiped at POS.
• Starting Character.  This is the character number of the first character on the member identity card when it is swiped.  Note that most pre-printed cards have leading characters before the first character in the member card number.
• Number of Characters.  This is the number of characters in the member card number.

Related Links

Prerequisites