This article describes how to quickly setup TC POS system for event without full event and booking configuration.
The idea is to use generic "patron" account named "Event 1", "Event 2", "Event 3, ..., etc with card attached to each patron account.
To setup the account
1. Go to Setup -> Setup system
2. Careate a Patron Group "Generic Event Account" or other desired name.
3. Go to Patron -> Patron and create an patron "Event 1"
4. repeat the process to create Event 2, Event 3,..., etc.
5. Go to Cards tab and click add to assign a card to the event account.
To use the account
when there is an event with a set credit limit, go to Patron tab
1. search the event patron
2. Choose the Event patron for the event, for example, Event 1
3. Go to Accounts then set the credit limit (this will allow the purchase and charge to this account and the balance will go -ve until it reach the limit.)
4. When purchase on POS terminals, tag the card and use Pay by Card option to complete the transaction. All purchase will be logged under the Event 1 patron.
To Increase the credit limit
Administrator can go to the same place (Patron -> search and select the patron -> Accounts) and click Credit Limit to modify the limit.
This can also be done on the POS.
1. Create a button using function "Set Credit Limit for Selected Account"
2. Select the Patron or tag the card
3. Click the button to set the credit limit
To pay the outstanding balance
1. Create a button on POS using function "Add Cash to Personal Account"
2. On POS terminal, tag the card or select the patron "Event 1"
3. Click "Add Cash to Personal Account"
4. Key in the amount to be paid.
5. Choose Cash payment or Eftpos payment to complete the transaction
You can print the receipt for future reference
