Back from France! It was cold, wet, expensive, and wonderful. Great wines, great art and history, many new friends, did I mention great wine? And great golf at La PIGC (Paris International Golf Course), which is a new CPS customer along with the other 20 or so BlueGreen, owned courses. The US Dollar is about worthless these days over seas. Some of you could use this to your advantage by luring international customers (you know the ones you have in that email list you are diligently maintaining) to come to the states and play golf. It would probably be cheaper for someone from the UK to spend a week or so playing the top courses in the states (including airfare and hotel) then spending a weekend at an upscale UK golf/spa. Don't limit yourself - think outside the country!

Great article from our friends at Pellucid golf on the purchase of Cypress by Comcast. Readers Digest version is that Comcast purchased the cypress golf email list at approx $26 per address. This was a $40 Million deal. A good indicator of the value of each good email address you have on file. Another way to look at this: If you have 100 valid email address of golfers, you should at a minimum be able to generate $2600 in incremental income by target marketing to those 100 email addresses. Look for an upcoming announcement about partnering with Golf Convergence and Pellucid in a CPS Executive Reporting add-on.

With the release of version 3.0 there are many new features. From our sister company POS Prophet Systems who is leading the version 3.0 rollout, the following is a lesson on The Sale Screen by Laura Alberghini.

Making a Sale
You can make a sale one of three ways:
- looking up the product code
- using a quick sale button
- scanning the barcode

Product Code
-Type in a category, name, number or any unique quality
-As you type, you'll see a list of all your products.

-The more you type, the smaller and more defined that list will become.
-When you see the product you wish to sell on the list, highlight it by using either your mouse or your arrow keys.
-Once the item you wish to sell is highlighted, select it by hitting the enter key.
-You will see your item pop up on the left side of the screen, which is your customer's tab.
         *The first column tells you how many of the item you have sold.
         *The middle column tells you the item's description.
         *The third column tells you the price of the item before tax, unless it is a tax-inclusive product.

Quick Sale Buttons
 -Find the product you wish to sell
 -Click the button


 
 -Once you click the item, you will see it pop up on the left side of the screen, which is your customer's tab.
 *Note: Each time you click an item's button, you will sell one of it. The more times you click the button the higher the quantity sold will go.

Barcode Scanner
-Simply scan the barcode using the barcode scanner
-Once you scan the item, you will see it pop up on the left side of the screen, which is your customer's tab.

Deciphering the Tab
There are multiple buttons along the bottom of your customer's tab that allow you do different things to their bill. They are:
-Qty (Quantity)
-Discount
       *Batch Discount
       *Item Discount
-Service Charge
-Delete Item
-Clear Sale

Quantity
This is the amount of a product you are selling. If your customer wanted to buy 1,000 of a single product you are selling, you wouldn't want to hit the quick sale button 1,000 times or look up the product and select it 1,000 times. Using the quantity button will allow you to ring up multiple quantities of an item with just a few clicks.



- Ring up the item one time
-Highlight the item on the tab
-Hit the "Qty" button
-Type in the quantity you are ringing up
-Note: the quantity you type in is the total number your customer wants to buy, including any of the item already rung up.

Discount
You can either discount an entire bill or discount a single item.

Batch Discount (The entire bill)
        -Without highlighting anything on the check, hit the "batch discount" button
        -From this screen you can either enter a special percentage discount or a quick amount
        -Click whichever discount you wish to give
        -The discount you gave will then show up on the discount button at the bottom of the check.
Item Discount
        -Highlight the item you wish to discount
        -From this screen you can either enter a special percentage discount or a quick amount
        -Click whichever discount you wish to give
        -The discount you gave will then show up on the discount button at the bottom of the check.

Service Charge
Service charges work exactly like discounts except they add a certain percentage to the check rather than taking it off.

Delete Item



If you accidentally ring up an item more than once or a customer decides they don't want it any more, you can take it off their bill by using the "Delete Item" button. To use it:
        -Click the item you wish to delete
        -Click the "Delete Item" button
        -Note: If there are multiple quantities of an item, hitting the delete item will delete each quantity one at a time. If you 
         prefer, you can use the "Qty" button to delete multiple items faster.

Clear Sale
Hitting the "Clear Sale" button will clear your entire sale. Do not hit this button if you only want to delete one item.

Finalizing a Sale
The buttons associated with finalizing a sale are as follows:
        -Payment Method
        -Amt Tendered
        -Save Tab
        -Tax Exempt
        -Credit Card
        -Finalize Sale

Payment Method
         -When you are done ringing up a sale and your customer is ready to pay, hit the "Payment Method" button.
         -This will bring up a screen that allows you to choose the customer's method of payment. You can choose any kind of
          credit card that you accept, gift cards, member accounts, or cash. From this screen you can also choose to split the
          payment.

 

-When you hit a credit card button:            -The credit card processing screen will come up            -Either swipe the card through your card reader or            -Enter the credit card information manually            -Hit authorize; and the sale will go through.            -Note: If the card is declined for any reason, you will              get an error message telling you why the card was               declined along with any special notes, including              "call card company" and special instructions if the              card was stolen. -When you hit the gift card button:             -A screen like the credit card processing screen will               come up             -Either swipe the card through your card reader or             -Scan the barcode on the front of the card             -If there is enough credit left on the card, the               payment will go through.             -If there is not, the card value will go to zero and               you will be prompted with the remaining amount.             -From this screen, you can also check the balance of              a card or add credit to the card. -When you hit the cash button:             -The payment method screen will close             -Proceed to the Amount Tendered button

Amount Tendered
You will use this button only when a customer pays in cash.
        -After hitting the "Cash" button on the payment method screen, click the "Amount Tendered" button.
        -A screen will come up, from there you can enter a certain amount, a whole dollar amount, or hit the "Exact 
          Amount" button
        -After you enter the amount and hit ok, hit "Finalize Sale." A receipt will print and your cash drawer will open. If any
         change is due, the amount will show on your screen as well as on the printed receipt.

Splitting Payments
Use this option when a customer wants to pay partially with one method and partially with another. This generally happens when a customer wants to pay a certain amount of their bill in cash and the other on a credit/gift card. When this happens:

          -Click the "Payment Methods" button
          -Click the "Split Payment" button
          -A special screen will pop up, from there select the first payment method.
          -Enter the amount the customer wishes to pay
          -Hit Enter.
          -(Notice the Amount Due will change after you hit enter)
          -Select the second payment method.
          -Enter the second amount the customer wishes to pay.
          -Hit Enter
          -If there is any remaining balance, repeat the steps until there is not.
          -Hit Ok.
          -If the customer had a credit/gift card as one form of payment, the credit/gift card screen will come up. Process it like
           you would any normal card.
          -When that is complete and the card is accepted, the sale will be finalized and your cash drawer will open.

Save Tab
This is useful in a situation where you have a long line, but the customer you are ringing up forgets an item. You can save their tab and come back to it later. To do this:
         -Click the "Save Tab" button
         -Enter a name or defining characteristic that will help you remember who is who
         -Click OK.

Tax Exempt
This is used when a customer works for a non-profit business and is not charged tax. They will show you their tax-exempt card and after recording their information, you simply click the "Tax Exempt" button and ring up the sale as normal.

Credit Card
The "Credit Card" button can be used in place of the payment method button when the payment is a credit card.
         -Click the "Credit Card" button
         -Either swipe or enter the card information manually
         -Click Authorize
         -If the card is accepted, the sale will finalize, receipts will print and your cash drawer will open. Make sure to have the
           customer sign one of the copies of the receipt!

Returns/Refunds
It's important to be consistent with your returns. If someone bought something with a credit card, refund their money with a credit card. Same goes for cash.
          -From the main Sales menu, click the "Return" button. It's directly above the quick sale buttons.

-A menu will pop up and you will be able to choose from these options:
 *Return via Cash
 * Return via Credit Card
 * Return via Gift Card
 * Return via Sale Number. Only select this option if you are voiding a sale.

 
-Select the option that best suits the sale you are refunding

-To do a return via cash:
 *Click "Return via Cash"
 *Find the item you want to return by either:
         - searching for it in the Product Code search bar
         - scanning the barcode
         - using a Quick Sale button
 *Select the item
 *Hit Finalize Sale
 *The sale will process and this screen will come up, telling you what you owe the customer:

-To do a return via credit/gift card:
 *Click "Return via Credit Card/Gift Card"
 *Find the item being returned by either:
         -searching for it in the Product Code search bar
         -scanning the barcode
         -Using a quick sale button
 *Select the item
 *Hit the Credit Card button
 *Swipe or enter the credit/gift card information
 *Hit Authorize
 *The sale will process

-To do a return via sale numbers aka to void a sale:
 *Click "Return via Sale Number"
 *Find the sale you want to void; the most recent sale will come up. You can scroll through the rest by using the left and 
   right arrows.

 *Hit Ok
 *Click the "Finalize Sale" button on the bottom right of your screen.
 *You will get this message:
 "The sale will not be processed and has been VOIDED."

Enjoy :)