Set Up A Point of Sale Category

Wendy Hisel -

 

 

How to Setup Point of Sale Categories & Items

 

Many properties sell items to guests during their stay, for example t-shirts and hats from the gift shop or lift tickets and rafting excursions. These items are defined in the Cloud PMS from the Configuration > Rates, Taxes > POS link.

 

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Point of Sale Categories

First categories will be defined for point of sale items. In this example, two categories will be created:

 

  1. Gift Shop

  2. Ski Area

 

Use the following steps to create the Gift Shop category:

 

  1. From the POS Items page, click the Categories button.

 

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  1. In the upper right-hand corner, click the Add New Category button.

 

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  1. Complete the fields on the Create POS Category page, including the Name, Default Revenue Account and Default Tax Group.

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  1. Click the Save Category button in the upper right-hand corner.

 

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  1. Use similar steps to create the Ski Area POS Category.

 

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