Point of Sale - How Orders Display & Roll up

Overview

1.  All POS sales start with an "item" such as an ice cream or a guest pass. 

2.  Many "Items" then roll up to a  "POS Order" or a  "guest pass order"-  (Please note an On-account POS 'order' and a 'guest pass order' are not the same as a regular "Member Splash Order", so don't be confused, we will return to this concept shortly.)

3.  Many "On-account POS Orders" can then roll up to a 'Bill'  -   (Please note a Bill is sometimes call an 'Invoice') 

4. Many Bills can roll up to one  "Member Splash Order" (a regular 'order')

To illustrate take a look at this example.  

Jane purchased the swim team item on POS Order 428. 

Later that day she bought a shirt & a pizza for the kids, POS Order 429. 

Then the Pools Admin consolidated the orders onto 1 bill, Bill #60  which is for $155.

These 2 'orders' roll up to a 'bill' #60 (the system also calls it an "Invoice" in some places, mainly on the members payment screen so be careful with these terms.  

Now when Jane goes to pay for her 1 'Bill', with 2 orders and 3 items, this is what she sees. 

WOW! looks like Jane forgot to pay her mandatory Capital Improvement fee, so she has to do that as well. 

This all rolls up to a regular Order #432 for $230 which she now pays.

Once she pays this "Order" these transactions appear in the regular transactions reports, however they are split back apart and contain the "order" numbers from the earlier pre-consolidation.

Take a moment to read this a few more times. Its not the easier process flow but once you get use to it you will be able to see these orders, bills and POS orders clearly.