A Guide to Using the foreUP POS & Maestro

Overview

The purpose of this article is to give important information on how to use the foreUP Point of Sale (POS) that has been paired and integrated with the Property Management System (PMS), Maestro. 

Preconditions

The following preconditions must be met in order to use the foreUP POS with Maestro: 

1. You must be using the foreUP POS (if this service is not part of your current contract, we are happy to add this service. Please contact our Support Team for assistance)
2. You must be using Maestro
3. Your foreUP account and your Maestro account must be integrated/linked (if you are unsure if those accounts have been linked, please contact our Support Team)

How to Complete a Room Charge

Please follow the steps below on how to complete a room charge:

1. Log into your foreUP account and select a terminal (e.g.: Pro Shop)
   1. PLEASE NOTE: If you are not logged into a foreUP terminal before you try to post a room charge, the transaction will fail
2. Click on the module dropdown menu in the top left and select Sales
3. Add all applicable items to the POS shopping cart
4. When ready to accept payment, click Room Charge
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5. Select the appropriate radio button based on the type of Maestro account you are searching for, fill in the search field with the applicable data, and click Search
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   2. PLEASE NOTE: The Maestro account you want to search for may have some type of letter prefix, however, you do not need to include that when you type that into the search bar (e.g.: I want to search for folio account F1234: Select the Folio button option, and in the search bar, I would drop the letter "F" and just type in "1234")
6. Once you have clicked search, foreUP will populate the matching Maestro account/customer if one can be found, otherwise, if no match can be found, a yellow error message will populate in the lower right
7. Click the button next to the searched customer and click Next
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   2. PLEASE NOTE: If the name of the customer populates with the words "CASH" next to it, this means that the searched customer does not have any available credit to use (see the screenshot below for example). Depending on your facility's policy, you can continue to complete the charge, or, the cashier may need to back out and accept only cash/credit card for the transaction
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   4. PLEASE NOTE: When using the Owner button, you may get the same name returned multiple times. This just means that this particular owner may own numerous units on site. Choosing any of the responses available would be just fine
8. If all looks good on the confirm page, click Confirm & Charge
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How to Return a Room Charge

Please follow the steps below on how to return/refund a room charge:

1. Find the original sale in foreUP and choose Issue Full Refund
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2. You will automatically be redirected to the POS and all items from the original transaction will be populated in the shopping cart
3. If applicable, remove any items you do NOT wish to return/refund by clicking the red X next to those line items
4. When ready to process the return/refund, click Refund to Room
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5. Select the appropriate radio button based on the type of Maestro account you are searching for, fill in the search field with the applicable data, and click Search
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6. Click the button next to the searched customer and click Next
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7. If all looks good on the confirm page, click Confirm & Refund
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How to Complete a Split Payment Transaction Using a Maestro Gift Card

Follow the steps below on how to complete a split payment when the Maestro gift card does not cover the full balance owed:

1. Add all applicable items to the foreUP sales shopping cart
2. Click Charge Room
3. Select the Gift Card radio button option, enter the Maestro gift card number, and click Search
4. The balance of the gift card will then be displayed.
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6. If the balance is NOT enough to cover the full cost of the transaction, click Close to get back to the sales screen
7. Click Pay Now
8. In the amount box, change the amount field to equal the same amount that is currently on the Maestro gift card you just searched
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10. Click Charge Room
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12. Repeat steps 1 - 3 to search and find the Maestro gift card
13. Once you have found the Maestro gift card, select the gift card and click Next
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15. Confirm the information looks correct and click Confirm & Charge
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17. You will be brought back to the Payments screen where you will be able to accept payment for the remaining balance

FAQ

Q: I searched for a customer and the name it returned, it says CASH. What does that mean? 

A: This means that the searched customer does not have any available credit to use. Depending on your facility's policy, you can continue to complete the charge, or, the cashier may need to back out and accept only cash/credit card for the transaction.

Q: When issuing a return for a room charge transaction, can I just use foreUP's delete sale option to issue a full refund? 

A: No, you MUST explicitly follow the return steps as listed above.

Q: When searching for a customer, the search result returned the same customer name multiple times. What does this mean? 

A: This just means that this customer/owner may own numerous units on site. Choosing any of the options available would be just fine.

If you have any questions or concerns, please contact our Support Team at [e-mail] or [phone]