Point of Sale Settings

Overview

This document outlines the key settings available under the Point of Sale menu > Settings. It covers funding banks, locations, SKU information, and redemption restriction groups.

Funding Banks

  • Purpose: Used in double-entry accounting to classify and organize money inflows and outflows.
  • Example: A renewal budget or a surprise and delight budget.
  • Setup: Simply assign a label to the funding bank. It can then be selected during funding or spending transactions.

Locations

  • Display: Point of sale locations are populated from your transactions as they occur.
  • Editing: You can edit location names (often identified by an ID) for clarity.
  • Importing: Locations can also be imported if you prefer not to wait for them to populate.
  • Usage: Useful for applying restrictions on discounts or other loaded values.
  • Location Groups:
    • Create groups by providing a name and description, then add locations.
    • Example: Group club level locations or venues serving alcohol.

SKU Information

  • SKU Items:
    • Displays the SKU ID (the number from the point of sale system), category (if provided), and name.
    • You can edit these individually or import them via the SKU importer.
  • SKU Categories:
    • Categories provided by the point of sale system help group SKUs, useful for discounts and gift cards.
  • SKU Groups:
    • Manually created groups to organize SKUs when the built-in categories are not sufficient.
    • Example: Grouping alcohol SKUs together for restriction purposes.

Redemption Restriction Groups

  • Purpose: Combine multiple restrictions for more complex discount or funding rules.
  • Setup:
    • Provide a name and description for the group.
    • Add SKU restrictions:
      • Allow: Requires specific SKU(s), SKU categories, or SKU groups to be present in the cart.
      • Block: Prevents certain SKU(s) from being in the cart.
    • Add location restrictions:
      • Specify individual locations or location groups to allow or block usage.
    • Point of Sale Restriction: Restrict the group to a particular point of sale system.
    • Time Restrictions:
      • Create a start and end time (e.g., a discount valid for one hour before each game).
      • Alternatively, tie the restriction to an event (e.g., during a loyalty program event check-in window).