POS Training Syllabus

Developer checklist for verifying every POS path. Progress is saved locally.

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1. Access & Setup

0/6

Open POS from sidebar nav as admin user

Verify Admin PIN gate appears

Enter Admin PIN to unlock POS

Test with correct and incorrect PIN

Switch User via PIN (different staff member)

Top bar → "Switch" button

Open POS in Device Mode (iPad)

Use device code from DeviceCodeManagement → POS or combo

Device disconnect flow

Verify localStorage clears and PIN re-prompts

Close POS — ClosePinDialog appears

Verify pending memberships are cleaned up

2. Cash Drawer Lifecycle

0/6

Open new cash drawer with starting cash

CashDrawerStartDialog flow

Join an existing open drawer via PIN switch

SwitchUserPinDialog when drawer already open

Verify top-bar shows Start / Balance / Txn count

Updates in real-time after each sale

Record a cash payout (money taken out)

CashDrawerCloseDialog → payout entry

Close drawer with denomination count

Verify expected vs. counted discrepancy

View Drawer Close Report (printable)

Includes tips by employee, payouts, sales totals

3. Customer Bar (Members / Guests / Students)

0/10

Add a verified member by search

POSCustomerBar → search by name/email

Scan member QR code (digital or physical)

Test both QR types

Add a guest (existing record)

Guest search by name/phone/email

Create a new guest on-the-fly

Inline guest creation form

Add a school student (scan QR or search)

Auto-loads student check-in products at $0

Reorder customers via drag/drop

Determines first-position pricing rules

Remove a customer mid-sale

Verify cart pricing recalculates

Guest Link Prompt — link guest to member

GuestLinkPrompt after adding guest

Student ID photo capture flow (kiosk)

Verify photo saves and POS unblocks

Student Responsibility Agreement check

StudentAgreementBanner / dialog before check-in

4. Product Catalog & Cart

0/13

Browse categories and add a product

Greens fee, cart, merchandise, food

Quick search products by name / SKU / barcode

Use search bar at top of category grid

Barcode scanner adds product to cart

useBarcodeScanner — rapid keystrokes + Enter

Adjust quantity (+/-) and remove items

Verify totals update

Out-of-stock product is blocked

Verify skip_inventory_tracking override works

Greens fee blocked without customer

Verify error toast

Twilight pricing auto-applies by time

Check across time windows in 11:00 AM / 4:00 PM tests

Member pricing beats regular price

Verify "(Member)" badge on cards & line items

Membership-included items show $0

membershipIncludedHelper — per-transaction limits + groups

Either/or group limit (e.g. cart OR walking)

Verify shared group_limit across group items

Student check-in products auto-add at $0

studentIncludedHelper — by school configuration

Tax breakdown shows by department/tax_ids

Verify multi-tax line items

Clear Cart confirms and cleans pending memberships

Verify Membership entities are deleted

5. Memberships & Add-ons

0/10

Sell new individual membership (one-time payment)

MembershipCheckoutModal → Add to Cart

Sell new family membership (multi-member)

Verify max_members slot logic

Sell membership on subscription plan

Verify Square subscription auto-creates from payment

Add a paid add-on to an existing member

AddonCheckoutModal — requires member checked in

Pro-rated add-on price to match membership end_date

Verify date math is correct

Membership contract auto-generates after payment

createMembershipContract — check SubscriptionContract entity

Renewal flow — preserves renewal_history

Verify renewal_history array on Membership

Remove unpaid membership from cart deletes record

Verify pendingMembershipIds cleanup

School student membership flow

School slots decrement, student linked

Membership Credit Dialog (apply credit balance)

MembershipCreditDialog → applies $ off

6. Tee Times

0/11

POSTeeTimeStrip auto-scrolls to current time

Verify CST display and not military time

Drag customer onto a tee time slot to book

POSTeeTimeBookDialog opens

Book tee time with greens fee + cart selection

Verify per-play fees auto-add

Manage existing slot — add/remove customers

POSTeeTimeManageDialog

TeeTimePromptDialog appears for unbooked greens fee

Triggers on Complete Sale

Skip TeeTimePrompt and complete sale without booking

Verify graceful skip

POSTeeSheet panel — view today's bookings

Toggle expand/collapse

Check in entire booking from tee sheet row

TeeSheetTransactionDialog

Pre-paid items load into cart on check-in

pos-prepaid-items event — verify $0 line items

Park tee time booking — release vs hold prompt

ParkTeeTimeDialog

Defer Cart Assignment dialog for future bookings

Only when booking > 30 min away AND not check-in

7. Cart Rentals & Fleet

0/8

Add cart rental — cart picker defers to checkout

Physical cart not assigned at add

Assign physical cart from CartPickerDialog post-sale

Cart status → checked_out

Defer cart assignment for future tee time

DeferCartAssignmentDialog → "Defer Until Check-In"

skip_cart_assignment product (e.g. ride-along)

Verify no cart picker prompt

POSCartManagement — fleet overview

View all carts by status

Quick check-in cart (return from course)

Cart status → available

Send cart to maintenance

Verify status and reason captured

Cart lineup management (tee sheet lineup)

CartLineupRow drag/drop

8. Payment Methods

0/8

Cash payment — CashPaymentDialog with change calc

Verify change due display

Credit card — Send to Terminal (Square)

TerminalCheckoutDialog → verify Square terminal pings

Terminal returns tip — verify tip_amount saved

Tips appear in MyTipsDialog

Manual card entry — ManualCardDialog

Stored as credit_card method

Member account charge

MemberLookup required before pay

Check payment

Records check_sales_total in drawer

$0 transaction (full discount/included)

Button shows "Complete Check-In ($0.00)"

Payment reference (Square payment_id) captured

Needed for refund integration

9. Refunds & Rain Checks

0/10

Recent Transactions Dialog opens

Top bar → Refund button

Refund restricted to active till session

Different sessions show badge, block refund

Issue full refund — cash transaction

RefundTransactionDialog

Issue full refund — card transaction (Square refund)

Verify Square dashboard shows return

Partial refund (specific line items)

Verify amounts and tax recalculate

Refund-as-Rain-Check (RainCheckFromTransactionDialog)

Verify customer link populated from original tx

Issue standalone rain check (no tx)

IssueRainCheckDialog from customer bar

Redeem rain check at POS

Items load at $0, RainCheck status → redeemed

Rain check does NOT affect drawer totals

Verify no cash drawer impact

Refund audit log entries created

AuditLog category=pos

10. Upgrades

0/4

Open Upgrade Dialog from top bar

UpgradeDialog — pick customer & original tx

Upgrade 9-hole → 18-hole (same day)

Verify price difference calc

Upgrade line item shows credit applied

_originalPricePaid in cart display

Upgrade saves upgrade_from_transaction_id

Verify Transaction.items linkage

11. Split / Park / Recall

0/9

Park current transaction with no bookings

Top bar → Park badge updates

Park with tee bookings → ParkTeeTimeDialog

Hold vs Release booking choice

Recall parked transaction

Current cart auto-parks if non-empty

Discard parked tx releases bookings

Verify slot current_bookings decrements

Split cart into N tickets (equal)

SplitTicketDialog

Split cart by item assignment

Manual / percentage / dollar split

Split keeps locked items with their customer

Pre-paid, membership, per-play fee items

After ticket 1 pays, ticket 2 auto-recalls

splitContext badge updates

Clear cart in split — also clears parked splits

Confirmation message reflects count

12. Corporate Play Codes

0/4

Redeem corporate play code

PlayCodeRedeemDialog from customer bar

Per-play fee auto-adds (if membership has one)

Verify _playCodeId on cart item

Included items load at $0 from play code

Verify limit_per_transaction respected

PlayCode status → redeemed after sale

transaction_id linkage saved

13. Course & Conditions

0/3

Set current course condition

CourseConditionSetter → open/cart-path/closed

Schedule closed start/end times

Verify auto-expiration

CourseConditionBanner shows on member portal

Verify customer-facing display

14. Time Clock

0/4

Clock in via POSTimeClock

Verify TimeClock entity created

Clock out — auto-calculates hours

Pay period summary updates

GPS Clock Guard restricts location

Verify lat/long check

Tips view per employee (MyTipsDialog)

Shows tips earned in current drawer

15. Tips Management

0/3

Terminal tip captured into drawer.tip_details

Per-employee attribution

Tips total updates drawer.tips_total

Visible in close report

My Tips dialog filters by current employee

Shows session-only tips

16. Edge Cases & Error Handling

0/8

Network drop during checkout

Verify transaction does not double-post

Square terminal offline → fallback to manual card

Verify graceful error

Inventory race — two POS sell last item

Verify quantity floor at 0

Membership contract creation fails post-payment

Verify error is logged but sale completes

Close drawer without printing report

Verify drawer still closes cleanly

Logout mid-sale — cart cleanup runs

pendingMembershipIds deleted

iPad standalone mode — no browser chrome

Verify safe-area-top/bottom padding

Switch user mid-transaction

Verify posUser updates without losing cart

17. Help & Support

0/2

POSHelpChat opens from top bar

pos_help agent responds

Agent has access to entities for context

Verify tool_configs permissions

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