Set Up User Credit as a POS Item

This article will show you how to set up user credit as a POS item.

Instructions

1. Navigate to POS Items

2. Click Create POS Item

3. Fill in fields

   • Name: Name the item User Credit

   • Description: Create a description

   • Group: Select a category

   • Screens: Select screens

   • Price: Insert the amount of user credit

     Note:

     Internal staff members are not required to insert a price, you will just enter the amount you want to purchase as a staff member. However, we recommend that you create default amounts (such as $10 or $25).

   • UPC Code: Not applicable for user credit

   • Additional Settings: Will vary based on your configuration settings

     • Is User Credit: Must check this box

       Your title goes here

       If enabled, this item sells as user or account credit. If not enabled, it will just be counted as purchasing a POS Item.

4. Select the GL Codes tab

5. Click Assign GL Code

6. Fill in fields

   • GL Dropdown: Choose appropriate GL code(s)

   • Price: Enter a dollar amount or percentage

7. Addons and Discounts are not generally applicable to User Credit

8. Click Save New POS Item

9. View user credit on the Catalog