Live Sales - POS setup

The Live Sales system is designed for F&B businesses that need to see purchases appear as soon as they are made. It lets you make filtered lists of the items purchased, and supports automatically printing service tickets as sales come in.

If you’d like to learn more about Print Services, including using multiple printers or enabling silent, automatic printing, you can find more details by [clicking here].

The Live Sales feature is available if you are using our POS system in YGB. To access it:

1. Go to the Admin Panel.

2. Navigate to the POS tab - here you will see the POS views you have configured. If you to want to configure your products, you can learn more [here].
   
   

3. Click on the Live Sales button in the middle of the screen (see image below).
   
   

Additionally, here is a slide deck, showing how to configure a product for Live Sales and to help you get familiar with the feature.

 

Creating and Using Filters

What Are Filters?

Filters are sets of rules that get applied to objects like purchases. They are used within Live Sales Views to limit what kinds of items will show in each view. This let's you create lots of useful patterns, for example:

• Food orders can be directed to the kitchen.

• Beverages can be sent to the bar.

How to Create a Filter

• Navigate to Settings > Filters.

• Click the "+" button to create a new filter.

Set up the filter by:

• • Giving it a name (e.g., "Bar Sales," "Kitchen Sales").

  • Add (or create) a flag - We can later add this flag to our products so that they correctly trigger the filter.

Once set up, any product that has this flag and is sold as part of a purchase, will be shown in the correct Live Sales View that uses that filter.

The Live Sales View

To access a live sales view, click on the button mentioned above, and you will see a list of filters, like below:

Once you select one of the filters, a new tab will open with a Live Sales View using that filter. Any items on purchases that match the filter will appear.

There is a toolbar at the top of the view with some settings you can configure:

• On one side, you will see the Live Sale name. In this case "Live Purchases", along with the filter name underneath. In this case "Bar Sales".
  
  

• On the other side, you will find the Printer Set button, which allows you to assign a printer for this sale, if you are using the YGB Print Manager.
  If you want help setting this up, go here. 
  
  

• Next to it, there is another button for Auto Printing. By default, this is enabled, but you can disable it by clicking "Disable Auto Print".

Using Live Sales Across Multiple Locations

You can have multiple Live Sales tabs open, each connected to a different printer for different locations (e.g., kitchen, bar, restaurant).

When orders come in that match that filter, the Live Sales View will print to the printer selected automatically, as long as auto printing is activated with the button at the top of the view.

IMPORTANT: The Live Sales tab must be open for automatic printing to work. 

This ensures a smooth and efficient workflow, reducing delays and improving service.

Configuring Chrome

To ensure open tabs are still active even when not currently selected please add the below setting:

Please navigate to Chrome Settings > Performance > General > Always keep these sites active > click Add > select yourgolfbooking.com checkbox OR click Add sites manually and type in yourgolfbooking.com.

Excluding Products from being printed from a Certain Computer Till

If you want to exclude Products to be sent to a Live Sales view to be printed from Purchases made from a specific device/Till you can follow the below steps:

First navigate to Settings > Miscellaneous > Device Alias > Add Device

Second, navigate to Settings > Filters > Create a Filter or the edit an existing one by clicking the pencil icon > at the bottom of the Filter editor window you will see Device ID Exclusions, and from here you can select the device you would like to exclude from sending Products to the Filter.