POS Area Sections may be used to group together sales that occur on particular Tables, or on particular POS Terminals, for the purposes of reporting and end-of-trade reconciliation. POS Area Sections (or 'POS Sections') are an optional feature. If none are defined, the POS Section filter will be disabled on report criteria windows. POS Sections are designed to provide a custom reporting structure to suit your business.
POS Area Sections are accessible from the POS Area Details form by clicking the POS Area Sections button. The POS Area Sections File will be displayed; |
The following options are available from the POS Area Sections File:
•To Create a new POS Area Section - click on the New button to access the POS Area Section Details form;
•To Edit an existing POS Area Section - click on the Change button to access the POS Area Section Details form;
•To Delete a POS Area Section - Highlight the Section name and then click on the Delete button. A POS Section may only be deleted if no sales have been recorded against it.
•Reload List - This button is used in multi-user installations where multiple users may be entering data at the same time. Clicking this button will refresh the displayed data and show any changes made by other users;
•To Print - Clicking on the Print button generates a PDF report which shows the currently listed Classes. This report can be saved, printed or converted to CSV format;
Using POS Area Sections
Once the required POS Sections have been created, these may be used to:
❑ Assign Tables to a Section in the Floorplan Keypad
❑ Assign POS Terminals to a Section in the POS Terminal Update Form
❑ Apply filtering and grouping to sales Reports in Polygon POS Management
❑ Perform separate Sales Resets across POS Sections at FOH
Reporting figures that are tallied into POS Sections are affected in two ways: 1. Assignment of a Table to a POS Section 2. Assignment of a POS Terminal to a POS Section Individual Section totals may vary depending on whether you are viewing a sales report or a media report.
Sales Reporting by POS Section The total sales reported for a POS Section (for example, in the Sales by Category at BOH) will be made up of: •Table Sales entered on a Table assigned to this section; •Items entered on a Table assigned to this section, before the table was transferred to a Table in another POS Section; •Over The Counter sales entered on a POS Terminal assigned to this section
Media Reporting by POS Section The media payments (eg. Cash, EFT etc) reported for a POS Section (in the POS Media Log at BOH or in the POS Section Reset at FOH) will be made up of: •Table Sales finalised on a POS Terminal assigned to this section, regardless of which POS Section the table is assigned to; •Over The Counter sales finalised on a POS Terminal assigned to this section
FOH Functions by POS Section To run a POS Section Report or perform a POS Section Reset, log in to a POS Terminal that is assigned to the required POS Section and press the Sales Reports
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button. All of the POS Section specific functions are listed under the heading
See Also:
Polygon POS Management > POS Area Details
Polygon POS Management > POS Terminal Details
Polygon POS Management > Floorplan Keypads