Setting up POS categories and items


Login to QuikCheK. Select SETUP. (From Members, select File, Setup) 

Click on System, click on POS. You now have four options (tabs).

 

Adding a Category

1.Click on the Categories tab (if necessary).

2.Click on the + sign at the top of the screen to add..

3.A new line is inserted.

4.Click the mouse in the Category field and enter a Description (name) for your new category, press TAB.

5.Enter a Code.  (This would be the inventory code that the club has for this item.)

6.Click on the check mark at the top to Save.

 

Click for a demonstration


Categories are the first set of yellow buttons you see on the left side of the POS screen.

EX: Beverages, Supplements, Memberships, Snacks, etc.

 

Note: Categories cannot be deleted. If you do not want a category to show on the POS screen anymore, just delete its code in setup.


Adding an Item

1.Click on POS button in Setup under System, Click on the Items tab.

2.Select the Category name that you would like to add an item to.

3.Click the + sign on the top.

4.Click on the description box and enter a Description (name) for your new item, press TAB.

6.Enter the price of the item, press TAB

(Enter the Item number (This would be the inventory code that the club has for this item.)

7.Select the check mark at the top of the screen to save your entry.

8.If this item is taxable, place a check in the Item is taxable box on the bottom left, then select the tax rate in the Rate 1 box 

9.Select the check mark at the top of the screen to save your entry.

 

Click for a demonstration

If you receive an Update Failed message, select a different category in your list then come back to the category and item you were working on, and repeat entering your info.