Set up a sales point

Owners and managers make these changes in Admin > Settings > Point of sale.

A sales point belongs to one location. Add the location first under Admin > Settings > Locations. Customers cannot book a sales point. For a court, room or equipment that customers reserve, add a resource instead.

Add a sales point#

Go to Admin > Settings > Point of sale.
Choose New sales point (the plus button on a phone).
If your business has more than one location, choose the Location. Only active locations are offered.
Enter a Name of up to 60 characters, such as "Clubhouse bar".
Select Add sales point.

A location can use each name once. If the name is already taken there, the dialog says so and nothing is added.

Rename or reorder a sales point#

To rename a sales point, select its name in the list, edit it, then press Enter or select the check mark. Press Esc to cancel.
To change the order at a location, open the sales point's actions menu and select Move up or Move down.

Require a shift before selling#

Each sales point has a Require a shift before selling switch in the list. It is on for a new sales point.

On: the sales point takes no payment until a shift is open there. Every sale is then on a shift report, and the cash can be counted against it. See Shifts and the cash count.
Off: the sales point sells with no shift open. A sale made while a shift is open still counts in that shift. A sale made with no shift open is on no shift report.

The change saves as soon as you select the switch. Staff who cannot change sales points see Yes or No instead of the switch.

Turn it off for a sales point where nobody counts a drawer, such as a desk that only takes card payments on your own reader.

Archive a sales point#

Archive a sales point that stops selling, for example a bar that closes for the season.

Open the sales point's actions menu and select Archive.
Confirm Archive.

The sales point leaves the list and stops selling. Its past sales keep their link to it. An archived sales point cannot be restored from this page.

Archiving is refused while a POS device is still assigned to the sales point. Move or disconnect the iPads first, then archive it.

A printer, cash drawer or card terminal set up at the sales point does not stop you archiving it. It stays connected and is listed under At places no longer in use until you move it to where it is used now, or disconnect it. See Edit, move or disconnect a device.

Archiving is also refused while the sales point has an open tab or an open shift. The message says how many and links to them: close or cancel the tabs on the Tabs page, and close the shift from the sales point menu on Admin > POS, with that sales point in Selling at. Then archive it.

Add a sales point#

Go to Admin > Settings > Point of sale.

Choose New sales point (the plus button on a phone).

If your business has more than one location, choose the Location. Only active locations are offered.

Enter a Name of up to 60 characters, such as "Clubhouse bar".

Select Add sales point.

A location can use each name once. If the name is already taken there, the dialog says so and nothing is added.

Require a shift before selling#

Each sales point has a Require a shift before selling switch in the list. It is on for a new sales point.

On: the sales point takes no payment until a shift is open there. Every sale is then on a shift report, and the cash can be counted against it. See Shifts and the cash count.

Off: the sales point sells with no shift open. A sale made while a shift is open still counts in that shift. A sale made with no shift open is on no shift report.