IN BRIEF
The Point of Sale (POS) feature in iClassPro allows administrators to maintain a product inventory and process sales directly from the Office Portal. The POS interface also manages Punch Pass sales when that add-on is enabled and configured. This article outlines the setup steps, staff permissions, Customer Portal configuration, basic workflows, and report options associated with POS.  

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Preliminary Setup
    • Setting up Products and Inventory
    • Staff Permissions
    • Enabling Point of Sale for the Customer Portal
  • Using the Point of Sale Feature
  • Reporting
• Troubleshooting & FAQs
• Related Articles

Overview

The Point of Sale feature provides tools for creating and managing product categories, inventory, vendor information, and purchasing records. Once configured, staff can process product sales from the Office Portal, and (optionally) families can complete purchases from the Customer Portal/Mobile App. Sales details feed into financial reporting and POS-specific reports such as Point of Sale: Sales (FIN-19) and Point of Sale: Inventory on Hand (FIN-20). 

Back to top

Accessing the Feature

1. From the User Menu, select Point of Sale.
2. Use the available sections to configure products, categories, inventory, vendors, and purchasing information. 

Back to top

Step-by-Step Instructions

Preliminary Setup

Setting up Products and Inventory

Before you can begin making sales, you must first configure your Point of Sale settings to establish item categories, enter products and record inventory. Setting up your Point of Sale system is done under the USER MENU>POINT OF SALE option.

Click the links below for detailed information about each section:

• Products
• Inventory
• Purchases
• Categories
• Vendors

Back to top

Staff Permissions

• Click here for information about Staff Permissions needed to use the Point of Sale feature.

Back to top

Enabling Point of Sale for the Customer Portal

• Click here for information about configuring your Customer Portal to allow Point of Sale purchases.

NOTE: Enabling Point of Sale on Customer Portal will also automatically enable it for iClassPro Signature App or iClassPro Branded App .

Back to top

Using the Point of Sale Feature

• Click here for information on Making a Point of Sale Purchase from the Office Portal.
• Click here for information on Making a Point of Sale Purchase from the Customer Portal.

Back to top

Reporting

In addition to any financial reports showing individual charges related to Point of Sale purchases, there are two reports specific to Point of Sale:

• Point of Sale: Sales (FIN-19) - generates a list of product sales within a specified date range.
• Point of Sale: Inventory on Hand (FIN-20) - generates a list of products in your system with the amount of inventory on hand as of a specified date.

Back to top

Troubleshooting & FAQs

• Why can staff not access the Point of Sale interface?
  • Verify that appropriate staff permissions have been assigned under Staff Settings.
• Why are families unable to make purchases in the Customer Portal?
  • Confirm that POS is enabled within Customer Portal settings. Enabling it also activates POS in mobile apps.
• Why are products not appearing in the POS window?
  • Check that products have active inventory, valid categories, and correct visibility settings.

Back to top

Related Articles

• Which Staff Permissions are Needed to Use Point of Sale?
• How Do I Add/Update Products and Variations (Point of Sale)?
• How Do I Add/Update Inventory (Point of Sale)?
• How Do I Review Point of Sale Purchases?
• How Do I Add/Update Categories/Subcategories (Point of Sale)?
• How Do I Add/Update Vendors (Point of Sale)?
• How Do I Configure Point of Sale Settings for Customer Portal? (Other Settings)

Back to top