Purpose:
POS (Point of Sale) System for selling products or services to business-employees, homeowners, club members, or companies.
Typical Users:
Public Safety Welcome Center, Community Manager, Accounting Department, Receptionist
Method of Use:
This CMS Module is accessed through SkyWatch™, using an Internet browser like Mozilla Firefox.
Example of Use:
HOA Welcome Center sells an ID card
- OceanBlue Community Association has a Welcome Center where venders send their employees to purchase ID cards, background checks, etc.
- Lisa Jones, a vendor's new employee, wants to purchase an ID Badge.
- The Welcome Center officer logs into SkyWatch and sees "Sales" as one of the primary options on the top horizontal navigation bar.
- She clicks the Sales link and the Sales Page opens, showing grids of pending, current, and historical transactions.
- She clicks "ADD SALE" and a window pops up allowing easy data entry, highly customized by customer type and product sold.
- She chooses "EMPLOYEE" (other options were Company, HOA Member, Club Member, Walk-in).
- She types "jone" into the customer name field. The names that contain that text string appear below the input box. She sees "Jones, Lisa (bus-employee)" and clicks it.
- She clicks the "Products" drop-down list. She sees "ONSITE VENDOR ID BADGE" and clicks it.
- She notices that the Effective Date is preset to today, and the Termination Date is preset to 1 year from today. Since that is correct, she clicks "SAVE TRANSACTION".
- The Page changes to show the entire sales batch. The officer could add additional items to this sales batch at this point, like a background check or a T-shirt.
Instead, the officer types "Lisa Jones" in the Payor field, types 32 in the Amount paid field (Lisa gave her $32; the charge is $31.50).
- The officer clicks "FINALIZE SALE",
- then clicks "PRINT RECEIPT".
- The Cash Drawer opens and the officer gives Lisa her receipt and $0.50 change.
- The ID badge was created in the badging system automatically when the sale was finalized.
- The officer opens the ID badge program, searches for Lisa Jones, and opens her account.
- The officer prints the ID Card (using the ID badging program and ID printer) and gives it to Lisa Jones, who signs and keeps the ID.
Standard Features:
- Unlimited users
- Unlimited virtual cash drawers
- Sales data archived forever
- Drawer reconciliation process with detailed daily reporting
- Tight internal controls built-in and driven by customizable business logic. Example: ID Badges and Daypasses must be created through a sale in the POS system, thereby ensuring that no ID cards are given away for free.
- POS transactions show in a special tabular grid in each person's and company's page (specific to them).
- Products can be restricted to certain users, so that the HOA Receptionist has access to selling different products than the Welcome Center staff.
- Local administrator can add/delete/update products and product details.
Advanced Optional Features:
- Member-credit system
- Integration with physical cash drawers
- Data exportable to other accounting packages
- Daypass creation can be linked to a camera to print the buyer's photo on the daypass (photo will appear at Gate during clearance)