POS HARDWARE -Using POS w/ Hardware and POS Reporting

POS SYSTEM IN ACTION with Full Hardware Configuration

Once your POS hardware is configured and the items in the system have UPCs attached, it is time to launch and implement the system.   To use all the POS Hardware within Gym Insight, you must use the Google Chrome or Microsoft Edge Web Browsers.  There is no support for using Safari or Mozilla Firefox.   At the start of the use of a terminal it is recommended the a GM or above set the terminal for the browser.  The set terminal will stay saved as long as the browser's cache is not clear or reset.

At the beginning of each day, ensure that the terminals are set to the configured computers attached to the hardware.  The POS Hardware can be configured as just a cash drawer with a receipt printer, or it can be configured as all three pieces of hardware.

Here we will illustrate a POS sale using the attached hardware.

Once on the POS New Sale page, and you have the scanner configured for POS Hardware, scan the UPCs that you have previously added to the system.

Multiple UPCs can be scanned just like multiple items can be clicked on from the Categories in POS. If you scan a UPC multiple times, multiples of the item scanned will be added to the cart.

Once all items are scanned, press the Pay Button.

Choose a Payment Method.  During checkout, you can choose whether to email/print the sales receipt.

If there is change due, the system will calculate it, show the amount, alert the user that the cash drawer is open, and prompt the user to press finish to complete the transaction.

Collect the payment, distribute change, close cash drawer, provide the receipt to the customer, and press Finish to return the account screen.

Please enjoy watching this video of a scan being done and accepting a payment live.

POS REPORTING

With the POS upgrades and additions to the system, this also includes new reports.

Point of Sale

In the reports menu, the Point of Sale option is housed.  The POS Login Events and the POS Sales Events report are located here.

POS Login Events

This report is a list of the given time period of Users and the POS Terminal they log into and when.  This report helps in keeping track of who was logged in case there is a cash drawer count issue.  Can have dates edited and specific users or terminals selected.

Using the Edit pencil you can select the date range, the user, and terminal.

POS Sale Events

This report tracks and accounts for all transactions within the time period set for the report.  It is listed out by the account that made the transaction, the User who sold the transaction, the Terminal in use, the assigned Invoice, if the cash drawer was used, and the total for the transaction.  

Use the edit pencil in the top right to select date range, user or terminal.