The Bookings module can sell all activity products on the POS, and create the activity entries (reservations and appointments) in the backend system. In addition, it is possible to pay activities or whole reservations on the POS, provided they have been entered first in the backend.
The POS operator can open the Activity Card or the Reservation Card from the POS, and even select specific resources, if the product sold requires manual resource assignment. The POS operator can select the activity or reservation (or even the client) to be paid by opening the relevant entry (or place the cursor on the selected entry) on the backend Business Central pages, since if the POS session is running on the same Windows session, the POS will know which entry is selected.
With Bookings you can print tickets or reports, depending on what product is being sold at the POS. See Activity Products settings for more detail.
Note: When the activity product is selected on the POS and the date/time is confirmed (based on availability lookup), the actual entry is created, and at that point the POS Entry Status (as set up in the Activity Setup) is assigned to the activity. Normally, this would be a status which keeps the activity entry as draft, but reserves the resources.
When the sale is then posted, the optional POS Posting Status is assigned to the activities in the sale. This status would normally set the internal status of the activity to Confirmed and kick off confirmation emails to the customer. The POS assumes the activity location (to search for availability) as the current default location for the activity user (that is the Windows logon of the POS client), and it uses that location as the default for the reservations and activities created.
Note: Prior to using any of the POS commands listed below, you must register codeunits 10015833 and 10015821 as POS modules. See the LS Central Help for details on registering new POS commands and modules.
Note: Commands that work with a currently active reservation or activity in the back office are not supported on the Web POS client, although they are supported in CU10015833 and can be used when running on the windows POS client. The Current POS commands might be supported in the future.
The table below lists and describes the Bookings POS commands. Use these alphabetical links to quickly navigate the table:
A - B - C - D - E - F - G - H - I - J - K - L - M - N - O - P - Q - R - S - T - U - V - W - X - Y - Z
| POS Command | Description |
|---|---|
| ACT-FRONTDESK | Command for the Front Desk panel. Function depends on the parameter. Available parameters:
|
| ACTLIST | Shows a list of activity reservations on the POS. Optional parameter is the Activity Type as filter. The list is filtered on current location. (Web POS supported) |
| ACTSTATUS | Brings up the timeline view/list and lets the user select an activity from the list and assign new status. The status to be assigned is a required parameter. |
| ACTPAYGROUP | This command displays a list of all groups which are confirmed and not fully paid. Optional parameter is the reservation type to filter the list. Note that the Activity Group Lines are used as the basis of payment, and upon posting all related activities and reservations will be assigned payment status, and also assigned the receipt no. which posted the payment. If the group members have any assigned activities, which were not entered via the group functionality, those activities will need to be paid using the standard activity payment processes. |
| ASSIGNRENTAL | Brings up an entry dialog box where the user can enter Rental Unit number reference and assign to the current active rental charge line in the POS. (Web POS supported) |
| ASSIGNUNIT2ACT | Assign a rental unit to an activity. Optional parameter is an activity type, which will be used to filter the list of activities. (Web POS supported) |
| ASSIGNUNIT2RES | Assign a rental unit to a reservation. Optional parameter is a reservation type which will be used to filter the list of reservations. (Web POS supported) |
| AVAILABILITY_STATUS | Mark the POS menu line that contains the GUI - skin and font - for the Availability status that is selected as parameter. The availability status applies to the Availability Worktable entry that is displayed in the Availability Worktable data grid. Parameters:
The command is used within the menu selected in the Availability Status Menu ID in the Dining Area table. |
| BOOKMATRIX | To view availability and book only new activity via the POS matrix view. Optional parameter is the Matrix template setting to be used for filtering the resources and defining the view. An additional POS button parameter, MENU, can be applied, valid values are 1 through 4. Adding the menu POS button parameter would then control which menu area is used on the POS to display the menu. Default is the main menu area, same as the MENU command displays. (Web POS supported) |
| BOOKMEMBERSHIP | Sell a subscription membership. Optional parameter is the membership type, otherwise a list will be presented. Prior to activating the membership, the membership entry will be presented to the user for adjustment possibilities before confirming and activating. (Web POS supported) |
| BOOKPACKAGE | Same as SELLPACKAGE except no lines are pulled into the POS for payment. (Web POS supported as SELLPRODUCT and discontinued as a separate command). |
| BOOKPRODLIST | Same as selling from product list, see the BOOKPRODUCT POS command below. (Web POS supported). Supports Location as additional parameter. |
| BOOKPRODUCT | Same as selling product except the reservation or activity is not pulled to POS lines for payment. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date, Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION.(Web POS supported) |
| BOOKRESOURCE | Same as SELLRESOURCE except the reservation is not pulled into POS lines for payment. (Web POS supported) |
| CANCELACTIVITY | Used to cancel activities from the POS. If the activity has deposits then those are returned in the current receipt journal. Cancellation charges are also added to the journal, if applicable. (Web POS supported) Note: If the activity has already been paid, a refund is issued in the journal lines. The activity type is an optional parameter to filter the selection list of activities. |
| CANCELCURRACT | Same as CANCELACTIVITY but cancels current active activity in the backend screen (Business Central client). (Web POS supported) |
| CANCELCURRES | Same as CANCELRES but cancels the current active reservation in the backend screen (Business Central client). (Web POS supported) |
| CANCELRES | Cancels the reservation and its related activities. Returns deposits on the reservation level as well. (Web POS supported). All activities that are fully paid will be refunded in the POS journal lines. Note: The reservation type is an optional parameter to filter the selection list of reservations. |
| CHANGETICKET | Can be used to a change a journal line entry which is a ticket, for example change quantity, date, time, and so on. (Web POS supported) |
| CHARGE2RES | Lets the POS operator charge the current POS sale to the Reservation (similar to charging to room in hotels). The optional parameter is the reservation type as a filter. The sale is then paid using an interim tender type (see activity setup) and assigned to the transaction entries on the reservation. When the reservation is then later pulled into POS payment or invoiced, then these additional transactions are added to the charges and the interim tender type account is balanced. (Web POS supported) |
| CHECKACCESS | Allows the POS operator to check if the client has a valid membership or a valid ticket for admission. The user will be prompted with a keyboard dialog which will allow to either enter or scan a reference code. The input will be checked towards all issued valid tickets (based on ticket barcode), and also active memberships (based on membership number or client number), and depending on the result, either an acceptance or error message will be presented to the user. If the user confirms, an admittance record will be registered and can be viewed using the related Cue views in the Role Center. An optional parameter with this command is a retail item number which will be inserted into the journal line, if the user accepts confirmation. |
| CHECKALLOWANCE | Allows the POS operator to check if the client (Active Reservation - see SELECTRES) has outstanding allowance, compare the allowance to the current journal lines, and change pricing/discounts if applicable, and finally issue the allowance consumption lines into the POS journal. |
| CHRESSTATUS | Command for the Front Desk panel to change the status of a reservation. Function depends on the parameter. Available parameters:
|
| CLEARRES | Clears the currently active Activity reservation reference previously set by SELECTRES. |
| CONFIRMACT | Confirm activities in journal lines. When using the SELLPRODUCT/SELLMATRIX commands to create reservations, the entries can be confirmed without payment using this POS command. The journal lines will be cleared and sale status initialized in the process. (Web POS supported) |
| DR-CANCELRESERV | Cancel the reservation that has been loaded in the Reservation Desk panel. Confirmation is required. If there is a waiting list for the period and a date of the canceled reservation and a valid Waiting List panel (or Dining Reservation List panel) is provided with this command as parameter, the program will offer the possibility of showing the panel with the waiting list reservations of the period for the date in question. They can be confirmed one at a time as long as there is enough availability for them. |
| DR-CHANGEDURATION | Not active in this version. |
|
DR-CONFIRMATION |
Confirm the dining reservation that is active in the Reservation Desk panel. If the dining reservation has not been confirmed yet but is ready for reservation, the program checks the reservation time and number of guests against the availability. If there is availability, the reservation is confirmed. If the dining reservation has been confirmed but changes have been made since the confirmation, the reservation is updated with the changes. The dining reservation is still active in the panel after the confirmation. |
| DR-CONTINFO_NEWMEMB | Create a new member from the contact information that has been entered. The New Member panel appears. |
| DR-NEWRESERV | Start with a new reservation in the Reservation Desk panel. If a confirmed dining reservation is active in the panel and unconfirmed changes have been made, the program gives you the chance of canceling the action. |
| DR-PRERESERVE | Pre-reserve the dining reservation that is being worked on in the Reservation Desk panel. Reserves place in the dining area even though information is still missing regarding the customers and their preferences. This command can be assigned to a column or columns in the availability grid in the Reservation Desk panel. By clicking the time slot the reservation should start, the place is reserved if available. After the rest of the information has been entered, the reservation is confirmed. |
| DR-REMOVE_MEMBER | Remove the member that has been assigned to the dining reservation. |
| DR-RESETSELECTION | Reset what has been selected in the Reservation Desk panel. If a confirmed dining reservation is active in the panel, the reservation stays active but any changes that have been made after the last confirmation will be taken back. |
| DR-SECTION_FILTER | Select one or more dining areas and filter the Availability List so that the Available Dining Tables field shows how many dining tables are available in the selected dining area sections. The command uses the number of guests requested and the maximum and minimum capacity of dining tables and combined dining tables to calculate how many dining tables are available for each interval. The command uses the attribute assigned to the dining area as Din. Area Section Attr. Code to calculate the availability. |
| DR-SETDATE | Set the date for the reservation by pressing the relevant date button on the calendar in the Reservation Desk panel. |
| DR-SETDININGAREA | Set the dining area where the customer wants to make a reservation from within the Reservation Desk panel. |
| DR-SETGUESTNO | Set the number of guests for the reservation from within the Reservation Desk panel. |
| DR-SETPERIOD | Select the dining period for the reservation from within the Reservation Desk panel. Used to filter the availability grid in order to quickly see the availability during the requested reservation time. |
| DR-SHOW_RESERV_PANEL | Show the Dining Reservation Desk panel. |
| DR-SHOWALLOCPANEL | Show the Allocation panel from within the Reservation Desk for the dining area and date selected. If a confirmed reservation is active in the Reservation Desk panel, the Allocation panel shows the active reservation in the reservation grid. |
| DR-SHOW_CONTACTINFO | Show the Contact Info panel that is used to enter or edit name, phone number, and email as contact information for the dining reservation in question. |
| DR-TABLEATTR_FILTER | Select one or more dining table attributes and filter the Availability List so that the Available Dining Tables field shows how many dining tables are available that have all of the selected dining table attributes assigned. The command uses the number of guests requested and the maximum and minimum capacity of dining tables and combined dining tables to calculate how many dining tables are available for each interval. The command uses the attribute assigned to the dining area as Dining Table Attribute Code to calculate the availability. |
| EDITACTATTRIBUTES | Edit activity attributes. (Web POS supported) |
| EDITACTIVITY | Parameter field to edit. Edits the current selected activity in Journal Lines. (Web POS supported only) |
| EDITPARTICIPANTS | Edit activity participants. (Web POS supported) |
| EDITRESERVATION | Parameter field to edit. Edits the current selected reservation in Journal Lines. (Web POS supported only) |
| OPENACTIVITY | Opens the Activity Card based on the selected POS line. (Web POS supported) |
| OPENRESERVATION | Opens the Reservation Card based on the select POS line. (Web POS supported) |
| PARTICIPANTS | View activity participants. (Web POS supported) |
| PAYACTIVITY | Pay a single activity. Shows a list of activities which have payment status No payment. You can filter the list by activity type, if the parameter is set accordingly. Note: The list is automatically filtered by the location (as assigned as the default location for the activity user). It can also be filtered by dates, see the Activity Setup for the date range. The status of the paid activities is changed at posting to Fully Paid. Any discounts or price changes will be assigned to the activity entry. If the POS line is voided or if the transaction is voided, then payment status is not affected on the activity entries. The list can be optionally filtered by activity type by using the parameter setting. (Web POS supported) |
| PAYCURRACT | Brings unpaid activity to the POS lines as selected in the Business Centralbackend page. (Web POS supported) |
| PAYCURRCLIENT | Brings all unpaid activities to the POS lines based on the selected member contact (in reservation or activity) at the Business Central backend page, that is either the reservation list, the reservation card, the activity list or the activity card. (Web POS supported) |
| PAYCURRRES | Brings all unpaid activities within the current reservation (selected in the Business Centralbackend page) to the POS lines for payment. (Web POS supported) |
| PAYMEMDEPOSIT | Each member contact can be allowed to have a deposit account where he or she can deposit a payment and then use it later as payment for goods and services. This command will use the member's deposit balance (if any) as payment for the currently active sale. This option will use the current member contact that is assigned on the sale to refer to the deposit account, or, if not assigned, a list of current member contacts will appear for selection purposes. A dialog box opens where the user can enter the deposit payment amount, and from there it is a normal finalization process of the sale. (Web POS supported) |
| PAYRES | Lists all reservations and after selecting, the user will get list of all related activities which are valid for payment. Reservation type is the optional parameter to filter the list results. (Web POS supported) |
| POSTACTIVITY | POS action that updates the activity and reservation statuses, updates the prices and discounts on the activity entries at end of the posting process. (Web POS supported) |
| PREPAYACT | Enter deposit to an activity reservation. (Web POS supported) |
| PREPAYCURRACT | Enter deposit to the currently active activity. (Web POS supported) |
| PREPAYCURRES | Enter deposit to a currently active reservation. (Web POS supported) |
| PREPAYRES | Enter deposit to a reservation. (Web POS supported) |
| PRESELLPRODUCT | Presells any activity product in predefined bulk quantities. The parameter is the Activity Product No. and is required. The product chosen must have activity pricing with prices for multiple quantities for the product, that is sell it in a predefined bulk of X number of sessions. See description of allowances. (Web POS supported) |
| PRINT-RES-CHARGES |
Same as PRINT-RES-SLIPS except collects all extra charges to the reservation into one report and prints. |
| PRINT-RES-SLIPS | Prints a copy of all receipts that have been charged to the activity reservation. The related reservation will be figured out based on the current journal lines, but if no activity or activity reservation related lines are in the POS journal, the user will be presented with a list of activities to search. |
| PROMOCODE | Promo code entry for Bookings. When this command is used, the user is prompted for the code and the entry is checked if it is valid and active. From there the promo code is associated with all bookings done on the POS, until the sale is either posted or voided. |
| PUSH2CURREVENT | Push the POS items (in the journal) to the current activity selected in Business Central. Normally used when using the POS to select food and beverages for events. (Web POS supported) |
| PUSH2EVENTS | Push the POS items (in the journal) to an activity. A list of activities will be presented to select the destination event. See PUSH2CURRENTEVENT. Optional parameter is the activity type to use to filter the list of activity entries. (Web POS supported) |
| REDEEMPRODUCT | This command is used to redeem (consume) any presold services (allowances). Only needed in cases were the revenue needs to be posted at consume date. The system will open a window where the user can enter or scan the issued allowance reference. The user can also pre-assign the client to the sale, and then the client's outstanding issued allowances are listed for user selection. When the user selects the issued allowance, its consumption is assigned to the POS lines, and usage (consumption) is posted at end of the transaction to keep track of allowance balances. The parameter is the activity product to redeem. |
| RENTUNIT | Rent a unit and trigger the sell product process based on the unit selected, and assign the unit to the rental. Optional parameter is the activity resource, which would limit the list of available units based on the resource. This command will open a dialog box asking for a rental unit. If entered with no selection and the activity resource is set as a parameter, the user will be presented with a list of currently available units. (Web POS supported) |
| RESCHEDULE | This command starts the rescheduling process if needed to reschedule an activity to a new date and/or a new time. The activity type is an optional parameter to filter the selection list. Only confirmed activities today or in the future can be rescheduled and the following applies:
|
| RESLIST | Show a list of reservations on the POS. Optional parameter is the Reservation Type as filter. The list is filtered on current location. (Web POS supported) |
| RETRNACTDEPOSIT | Return activity deposit. (Web POS supported) |
| RETRNCURACTDEPOSIT | Return activity deposit on current activity. (Web POS supported) |
| RETRNCURDEPOSIT | Same as above for the currently selected reservation. (Web POS supported) |
| RETRNRESDEPOSIT | Return deposits on a reservation to the client. (Web POS supported) |
| RETURNRENTAL | Brings up an entry dialog box where the user can enter a Rental Unit number reference and return the rental unit. Also adds a text line to the current POS journal to be used as a confirmation printout for the customer. If the rental has late return or has not been paid up front, then the related charges are brought into the POS journal. Also, if the customer paid a security deposit, it will be returned and added to the journal lines at this point. (Web POS supported) |
| REFUNDALLOWANCE | Asks the POS operator for the Allowance Number based on pre-sold allowances, and issues refund journal lines based on the outstanding balance of the allowance. |
| SEARCHCONTACT | Opens the Bookings Business Central contact search page and assigns selected client on the sale. (Web POS supported) |
| SEARCHRENTAL |
This POS command shows a list of all rental reservations with status In Rental. When you select an entry, the command displays the list of units assigned to the selected reservation. By selecting a unit from the list, you trigger the return process. If you select the client in the POS first, this list is filtered to show only related entries. (Web POS supported) |
| SEARCHUNITS | This POS command shows a list of all rental units with status In Rental and displays the unit description and current Activity No, (Rental contract), and Customer's name. By selecting a unit from the list, the user triggers the return process. If you select the client in the POS first, this list is filtered to show only relevant entries. |
| SELECTRES |
This command allows the POS user to pre-select a reservation which will be used to add any new activities created at the POS using the BOOKPRODUCT or SELLPRODUCT POS commands. A list of confirmed reservations will be presented to the user, and when selected, a line will be shown on the POS with the reservation number and description. |
| SELLMATRIX | To view availability and sell new activity via the POS matrix view. Required parameter is the Matrix template setting to be used for filtering the resources and defining the view. (Web POS supported) An additional POS button parameter, Menu, can be applied, valid values are 1 through 4. Adding the menu POS button parameter will then control which menu area is used on the POS to display the menu. Default is the main menu area, same as the MENU command displays. |
| SELLMEMBERSHIP | Sell a single-sale membership. Optional parameter is the membership type, otherwise a list will be presented. (Web POS supported) |
| SELLMEMDEPOSIT | Each member contact can be allowed to have a deposit account where he or she can deposit a payment and then use it later as payment for goods and services. The member contact is not required to have an Account Receivable account (Customer Account) for this purpose. This option will use the current member contact that is assigned on the sale to refer to the deposit account, or, if not assigned, then a list of current member contacts will appear for selection purposes. A dialog box then opens where the user can enter the deposit amount, and from there it is a normal finalization process of the sale. |
| SELLPACKAGE | Sell activity products that are a package (that is bundled multiple activities). This type of product is handled differently than single activity products. Optional parameter is the Activity Product No., otherwise a list of packages is presented. When the user has selected the product, an availability list is presented with estimated availability of the package. After selection, the Reservation Card is always opened due to complexities of packages. Discontinued on Web POS but supported in SELLPRODUCT. |
| SELLPRODLIST | Same as SELLPRODUCT except that a list of the products available will be shown. You can filter the list to a single activity type by using the parameter to set the activity type. (Web POS supported). Supports Location as additional parameter. |
| SELLPRODUCT | This command sells the activity product on the POS. The parameter required is the Activity Product No. The product can dictate to open a calendar automatically to select the activity date, and the Quantity or No. of Persons windows. A list will be shown with availability where the user can select the slot. A list of clients (member contact) is also shown where the user can select the client from the list or create a new one (depends on how the POS lists are set up). At this point, the actual reservation is made in the backend. If the product requires manual selection of resources, the user will be prompted to select a resource from a list of available resources. Voiding the transaction or voiding the sales line will delete the activity entry. Any discounts or price changes on the POS will update the activity entry at posting. Note: If a member contact is assigned on the sale prior to the use of this command, the activity is assigned to that client. Also note that all activities sold within the same sale will be assigned to a single reservation. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date, Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION. (Web POS supported) |
| SELLRESOURCE | Same as selling a product except based on preselected resource. The selected resource is an optional parameter, otherwise a list of current human resources for the default location is shown for selection purposes. After the resource has been selected, the user will have to select the product. Availability is then presented according to the resource availability. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date ,Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION. (Web POS supported) |
| TICKETPRINT | POS action which performs ticket or report printing at the end of the POS transaction (posting). Note: Voiding a sale or a transaction line will not trigger printing. (Web POS supported) |
| TIMELINE | View the timeline (agenda) view as a POS list. (Web POS supported) |
| VIEWALLOWANCE | Uses the current main menu area to display a menu which shows all allowances issued related to the current selected reservation. (See SELECTRES command). These menu options display how many items have already been consumed of each selection, and set the background to a Cancelled theme, if all items have been consumed. The POS operator can use the buttons to assign the items to the current sale to be consumed by the allowance process, if applicable. |
| VIEWATTRIBUTES | View activity attributes. (Web POS supported) |
| VIEWUNITS | View the units assigned on the selected rental activity in the current journal lines. (Web POS supported) |
| WAITINGLIST | Shows list view of all activities with status Waiting list in the current activity location. |