Locations are used to organize your Point of Sale operations across different areas at the club. In most situations, you will want a separate location for each distinct “menu” (or “product list”) you offer. Read below to learn how to add your own locations, manage the products that appear on the POS device for each location, and report on location-specific sales.

<aside> 💡 Examples of common locations are: Dining Room, Bar, Snack Bar, Front Desk, Ship’s Store, Pro Shop, etc. An average club typically has 3-5 different locations, but you can add as many as you like.

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Adding POS Locations

  1. To add a POS location, navigate to the “Point of Sale” left menu item and select “Locations”.

  2. Click to “+add a location” above the table.

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  3. Give your location a name and description, then tap the “Done” button to save your new location.

  4. The newly created location will now appear in the table of locations, and can be edited by clicking on the desired location.

Configuring products

  1. By default, a location will have no products, and we’ll need to add products to our location via “Product Tags.”

  2. To add tags to our location, we’ll first need to click on the desired location, which will bring us to the location details view.

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  3. To tag a location, and pull the products on that tag into our POS location, simply click on the three dots to the right of our tag row, and click to “Add to location”. Now if you load the POS for this location, it will display all of the products that are linked to the tag you just added.

Location reporting

  1. To assign a default sales/expense account to our location, we’ll need to click on the “Tax and Accounting” header within the location details view.

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  2. Click on the applicable row for the account we want to set (which is typically the “Sales” account)

  3. A popup will appear where we can change the default account created by Clubspot, to the appropriate sales account for this location. Accounts set at the location level like this will be overwritten by an account set at the product level*.* So if the sales account on a product is set to a non-default, that will be the credited account when this product is sold.