Point of Sale overview

Who this is for: Owner, Manager, and the outlet staff they give a role to — the section opens on pos.catalog.read. Where: Point of Sale

A hotel sells more than rooms. Point of Sale is every revenue point that is not a room: the restaurant and the bar, the ballroom you let for a conference, the spa treatment, the dive trip, the shop by the lift.

One thing separates it from a till you could buy anywhere:

a check can be charged to a guest's room.

That is the whole argument for running the outlet inside the PMS. A server settles a lunch to room 103, and the charge is on that guest's folio at the front desk before they have left the table — no re-keying, no envelope of paper dockets at midnight, and one bill at check-out. Everything else in this section exists to make that route safe: the outlet that owns the price, the check that owns the audit trail, the drawer that owns the cash.

Five screens and five outlets. Everything in the module hangs off the outlet you pick on the left.

หมายเหตุ

This section uses the default terminology. Your house may have renamed these terms under Settings → Terminology.

Where a sale can end up#

Every sale in this section — a restaurant check, a spa appointment, a banquet order — finishes in exactly one of three places. They are the same three wherever you settle from.

Destination	What happens	Who it is for
Room folio	The amount posts to an in-house guest's folio through the same folio the front desk uses. Nothing is taken at the outlet.	A guest staying in the house
Direct	The outlet takes the money — cash, card or other — and the sale closes there.	A walk-in
Master account	The amount posts to an event's master account, which is billed later as a receivable.	A conference, a group

Settling to a room folio is verified, not asserted: you type the room number and the guest's name, and the settle is refused unless both match a stay that is currently in house. The refusal never says which half was wrong, so a terminal can never be used to find out who is in room 412.

The outlet decides which screens you see#

An outlet has a kind, and the kind is not decoration — it is what puts the outlet in front of one screen rather than another.

Outlet kind	Appears on
restaurant, bar, cafe, room_service	The terminal
spa, activity	The scheduler
function_space	Events and function spaces
any kind	Settlement and close

A spa does not appear in the terminal's outlet picker, and a restaurant does not appear in the scheduler's. If an outlet you expect is missing from a screen, its kind is the first thing to check — see outlets and the catalog.

Who works here#

Point of Sale is unusual in one way worth knowing before you plan a rollout: of the default roles, only Owner and Manager carry any POS permission at all.

Role	Point of Sale
Owner	Everything
Manager	Everything — outlets, catalog, the terminal, events, the scheduler, settlement, the day close
Front Desk	Nothing
Accountant	Nothing
Storekeeper	Nothing
Read-only	Nothing

A server who opens checks, or a spa receptionist who runs the day sheet, needs a role you create — there is no shipped bundle for them. That is deliberate rather than an omission: the shape of an outlet team differs so much between houses that a default would be wrong everywhere. The permissions to build one from are listed on each page in this section, and the full list is on roles and what each one can do.

The two worth thinking hardest about are pos.check.void (reversing revenue that has already gone to the kitchen) and pos.day.close (freezing a day's totals). Neither belongs with the person who opens the checks.

What's in this section#

• Outlets and the catalog — the revenue points and the things they sell. Start here; every other screen is empty without it. pos.catalog.read
• The terminal: opening and settling checks — a shift, from opening a check to routing it to a room. pos.check.open
• Events and function spaces — the enquiry-to-closed pipeline, and the space holds underneath it. pos.event.read
• The resource scheduler — therapists, treatment rooms and capacity sessions. pos.appointment.manage
• Settlement and the day close — drawers, over/short, and freezing the day. pos.settle

There is no Point of Sale landing screen. Opening the group takes you to Outlets & Catalog.

How it connects#

Front Desk is where a charged-to-room sale lands. The check posts to the guest folio as an incidental, and from there it behaves like any other charge: it can be transferred to another folio, split, or invoiced at check-out. See folios.

Accounting is where the money is accounted for. Point of Sale never writes the ledger itself. It emits two things and lets Accounting decide what they mean: a settlement event as each sale closes, and a frozen set of totals when an outlet's day is closed. A charge to a room posts no cash — the room's folio already owes it — while a direct payment does, which is why the two are distinguished at the moment you settle rather than reconstructed later. The night audit consumes the closed day.

Inventory is where the cost of the sale lives, and the link is not automatic. Settling a check does not take anything off a shelf. A dish sold at the Grill and the coffee beans it consumed are connected by a recipe, and stock moves when somebody issues it to the department — by hand, today. Sales here, cost there; expect to reconcile them rather than to find them already matched.

Everything in this section belongs to one property. Outlets, catalogs, spaces and resources are per hotel. Two properties in the same group keep two sets, and a check can only ever be settled to a stay at its own property.

สำคัญ

Point of Sale is on by default. A new property starts with Front Desk, Reservations, Housekeeping, Accounting, Inventory and Point of Sale enabled. If the group is missing from your menu, someone has turned the app off for that property, or your role carries no pos.* permission at all — see why two people see different menus.