Selecting a Reservation or Customer

Depending on how you use the Point of Sale functionality, you my never need to select a reservation or customer for the P.O.S. transactions.  In this case, they're treated like Unbound transactions, or simple cash register sales.  

However there may be times when you're ringing up a sale and realize that the customer wants to put it on his reservation account instead of paying for it now.  If you know this ahead of time, then it's generally easier to bring up the Transactions entry dialog from the reservation itself, then go to P.O.S. from there.  But if you're already in the Point of Sale dialog then you can also select the reservation (or customer) account from there.

When you use the Select Customer or Select Reservation button from the Point of Sale, a Find Customer or Find Reservation dialog will appear where you can select where the P.O.S. transactions should go.  Simply enter the name or other criteria to find the desired customer or reservation, make the selection and click Use (or just double-click on the desired customer).

Credit Balances and Limits

After selecting a Customer or a Reservation, it will check to see if they have a credit balance.  (If a Customer is selected, it checks for a credit applicable to only the Customer, ignoring any balances on Reservations for that customer).  If there is a balance, it will show you the amount of the balance (so you know how much can be applied without additional payment).

Depending on the Access Levels settings and your operator level, you might be limited to that credit balance, i.e. it may not let you finish the sale with a balance greater than the credit available.  If that's the case, you need to enter a payment for at least the difference, to avoid going over the credit balance.  However if your operator level allows you to go beyond that credit balance, you will be able to complete the sale and have the balance due be added to the Customer or Reservation balance.  In that case, it may show you a warning or continue with no warning, again depending on the Access Level settings.

Changing the Customer or Reservation selected

If a reservation or customer has already been selected, their name and site number will appear on the Sales Entry dialog instead of the Select buttons, along with a Change button.  However the Change button will be disabled if it's too late to change the account for this sale (e.g. if editing an old receipt, or if you're already coming from the Reservation Transactions dialog).  When the Change button is clicked, a different dialog will appear so you can select either a reservation or customer, or simply clear the selection.

To select a reservation, click Find Reservation and locate the desired reservation with the normal Find Reservation functions.  Once selected, that reservation's information will be shown for verification.  You can change it by using Find Reservation again.

Likewise, use Find Customer to select a customer's account -- remember however that this will only put it on the customer, not their reservation, so this should only be used in special cases (for instance if they don't have a reservation).

If you decide not to put the P.O.S. sale it on an account, click the Clear Selected Reservation and/or Customer button to clear the selection and then click Use for POS to reset it to a basic P.O.S. sale.

There are Access Levels that can be configured to not allow P.O.S. sales on customers and/or reservations unless they're paid in full at the time (with a warning prompt if not paid), or to not allow them at all.  There's also an access level that will allow an unpaid sale without prompting at all.