This article will guide you through accepting a payment on merchandise from a member of another location through the POS. *This is a functionality that needs to be enabled for your club at the chain level.
From your initial point of sales screen, you will select Click To Lookup A Person.
If cross-club payments is enabled, a Search Across All Locations option will appear, select Yes. As you begin to type the first or last name of your customer, any matches will display. The customer's home club will also show next to their name. Select your customer from the drop-down menu to assign this sale to them. You are now ready to add products to the cart and proceed to checkout.
NOTE: Staff will not be able to search for certain members at the Point Of Sale if the Group setting at the Corporate level are set to only grant access to members based on their Amenities or Membership Types.
The invoice will display a note that it was collected at another club location.
The payment details will display the location where this transaction took place.
Refunding A Cross Club Payment
This will begin similarly to processing the initial transaction. In the POS, select; Click To Lookup A Person> Search Across All Locations> Yes. Search and select your customer from the drop-down menu. Click on Paid Invoices, then the Issue A Refund option next to the invoice you are refunding. You will then be able to complete the refund process.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS) - Can access POS terminals