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How to Clear Golf Shop Credits

In this tutorial, you will learn how to clear golf shop golf shop credits.

Golf Shop Credits will carry over year to year unless you follow these procedures to clear Golf Shop Credits.

Create New Credits Item Sub-Category

  1. Setup | Report Structure | Item Sub-Category
    sub category
  2. Create New Sub-Category. Example: Credits 2013
    new credits

Create New Credits Sales Items

    1. Setup | Sales Item
    2. Select previously used Golf Shop Credits – Issued sales item
    3. Toggle Copy Existing on bottom
      credit items
    4. Click New
    5. Change Description to Golf Shop Credits – “Current Year”
    6. Change Sub-Category to New Item Sub-Category
    7. Change Price to $999.99
    8. Change Max Disc to 100
    9. Click Save Item
      credit issued
    10. Discontinue previously used Golf Shop Credits – Issued Sales Item
      credit discont

Repeat for Golf Shop Credits – Redeemed items

  • Select previously used Golf Shop Credits – Issued sales item
  • Toggle Copy Existing on bottom
  • Click New
  • Change Description to Golf Shop Credits – “Current Year”
  • Change Sub-Category to New Item Sub-Category (created above)
  • Change Price to ($999.99) – Negative
  • Change Max Disc to 100
  • Click Save Item

 

Change Sub-Category Setting

  1. Setup | Options
  2. Point of Sale | General
  3. Click Credits Tab
  4. Change Credits Sub-Category to New Sub-Category created earlier
  5. Click OK
    change credits sub cat
Support categories

User guide

Barcode scanners
Credit card swipes
Personal data terminal
Pole display
Printers
Touch screens
Accounts receivable and billing
Awards, credits, gift certificates, misc.
Food and beverage
Inventory management
Sales items
Shopping cart