Point of Sale 101 - Setting up your snack bar items/products (Pool Admin)

Modified on Thu, 28 Dec 2023 at 09:22 AM

Member Splash includes a point of sale system designed to handle club concessions. It is included as part of all Essentials and Premium plans. You access it via the main Member Splash dashboard.


Setting up items for sale (Pool Admin) 


1. The Point of Sale (POS) system setup tabs can be found by clicking Products. You'll see the Point of Sale tabs below the product tabs on the WordPress menu.

 


2. Go to POS > Item Categories to view existing categories and create new ones.  Categories can be used to identify the types of items sold. (Items for sale that do not have a category do not display on reports correctly, so don't leave off this step)  


3. Some examples of categories are: Food and Drink, Classes, Tennis Pro Shop. 

 


4. Selecting Add Item from that same menu allows you to populate the POS system with the products, prices, and categories for your snack bar. Note! Don't forget to select the "Publish" button before leaving this screen. 



5. Once you have populated Point of Sale items, they will appear on the POS "menu" of available items for purchase. 



Point of Sale Settings 

The first thing you need to do before using Point of Sale is configure the settings. They are only accessible to users with Board level access. 


1.  Go to Point of Sale -> New Order you will see the settings button at the top left of the menu bar.



2. The next step in this process is to view/modify your POS settings. Settings which can be configured include:

 

  1. Payment Options
  2. Default Payment Option
  3. Employee Discount
  4. Credit Card Fees (if enabled)
  5. Printing



3. The basic setup is quick and easy, set the items below according to your clubs needs and you will be ready to go! This is a standard setup example. 


4. Be sure to test your POS products.


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