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).