Recreatex documentation

Code

The code of the point of sale is mandatory and preferably unique. It is advised to choose a relevant code so that you can immediately derive from the code which point of sale is concerned.

Description

A description of the point of sale.

Allow discounts on sales

If this option is ticked off, it is allowed on this point of sale to attribute a discount percentage to a sale in the POS module (see POS - Usemanual 'POS - Use'). It is, however, also required that the current employee is authorized to link discounts (see Employeesmanual 'GENERAL - Employees').

If this option is not active, you will not be able to link a discount percentage to a sale, irrespective of the fact if the current employee is authorized to do so or not.

Description obligatory in case of discount

If this option is activated, an obligatory description will have to be filled in if a discount is granted to an article at the cash register. In this way you can define that the cashier has to motivate a discount granted at the cash register before the sale can be registered.

Sales zone

If you want to register sales per table, you can specify the desired sales zone (table plan). Sales zones are mainly used for catering. (see POS - Usemanual 'POS - Use')

Sales per table mandatory

If you work with a sales zone, this setting allows you to determine if each sale has to be registered per table. If not, it is allowed to also register separate sales in addition to table sales. (see POS - Usemanual 'POS - Use')

Automatically to to table plan

This parameter allows you to determine that, in case a sales zone (table plan) is used, the system always has to return to the table plan after the sale per table is finished. If you choose not to do so, the cashier can always return to the table plan manually through the POS menu.

Print receipt

If this option is ticked off, a receipt will be printed if the sale is finished on the condition that this has also been set up on article level and/or payment method level.

If this option is not active, NO receipt will be printed, irrespective of the settings on payment method level and article level.

Set sales date to start date of shift if the shift continues over more than one day

If a POS shift continues for several days, this parameter allows you to make sure all sales of this shift are registered on the start date of the shift. This may for example be necessary for catering shifts that last until after midnight. In this way, all sales within the shift will be registered on the day the shift started.

Automatically return to main menu after payment

If this parameter is ticked off, the POS menu will always automatically return to the main menu after settlement of a sale instead of the (sub)menu that was last used. For example: a catering POS layout contains a main menu with the default articles and in addition some submenu buttons that each refer to an underlying article menu (for example beers, wine, ...). The articles that were last chosen on this POS menu are abbey beers that are subdivided under the menu 'Beers' . If this parameter is NOT active, the POS window will automatically return to the 'Beers' submenu after settlement of the sale. If this parameter is active, the POS window will return to the main menu with the default articles.

Warehouse

If you want to keep the current stock up-to-date during sales, you can fill in the warehouse of which you want to continually modify the stock. (see Purchase and Stockmanuals 'PURCHASE' and 'STOCK')

Give a warning if the stock is smaller than the defined minimum

If you decided to keep the current stock up-to-date, it is possible to ask for a message during sales if the current stock is getting smaller than the defined minimum stock.

Give a warning if the stock is nearly empty

If you decided to keep the current stock up-to-date, it is possible to ask for a message during sales if the current stock is nearly empty.

Description mandatory in case of a negative sale

If an article is hit negatively, this parameter allows you to make sure the cashier always has to fill in an extra description that can contain a reason and/or extra information.

Ask for number of guests

If ticked off and dependent on the article (see Articlesmanual 'GENERAL - Articles') the number of guests will be asked for after registration of the payment (purely informative).

Block articles that are not on the menu

This parameter allows you to avoid that articles that are no longer available on the POS and can thus no longer be sold, can still be renewed. For example: if you scan a membership and if the POS gives you the possibility to renew the membership, this will only be allowed if the membership article is also effectively available on the current POS menu as a sales article.

N° direct debit copies

The number of direct debit contracts you want to print automatically after recording a direct debit article. (module Direct debit required)

Show direct debit contracts

If ticked off and if a direct debit article is sold, the direct debit contract will immediately be visualised so that you can consult and if required modify it. (module Direct debit required)

Sales list

The sales list you link to this point of sale determines the content of the article list that can be consulted under POS: Extra functions > Find article (see POS - Usemanual 'POS - Use') If no sales list is linked here, the article list shown under Find article will only contain the articles of the current POS menu.

Default payment method

This is the payment method that will be suggested by default in case of sales. If, however, a default payment method has also been defined for the sales customer and if this payment method is different from the default payment method defined on point of sale level, the payment method of the sales customer will be suggested.

Ledger account

The ledger account number on which all financial transactions of the chosen point of sale are recorded. (see Managementmanual 'GENERAL - Management')

Cost location

This is the cost location on which the sales of the current point of sale have to be recorded by the accountancy department.

Reader simulation

Setting up reader simulation assures that, if a card/badge is scanned at the POS, the same controls are executed as those that would be executed if that card/badge was scanned at the given access reader. If no reader simulation is set up, it is a lot harder for the cashier(s) since validity period, time, ... are not checked at the counter, possibly leading to confusion and requiring the cashier's full attention.

Show current amount of visitors on POS screen

Normally, the current amount of visitors (within the access control) is always shown on the POS screen (see POS - Usemanual 'POS - Use'). If you, however, work without access control, the visualisation of the current number of visitors is not relevant and deactivating this visualisation will lead to a faster functioning of the POS.

Division

If no division has been linked to a sales article (see Articlesmanual 'GENERAL - Articles') all revenues of the sales articles will be attributed to the division mentioned here. Specifying a division per article and/or per point of sale is important in function of reports, statistics and accountancy.

Empty zone

If you are the first cashier to log in in the chosen point of sale and if it seems that (according to the system) there are still visitors in the access zone(s) of the selected reader (reader simulation) the message below will appear:

If you set the parameter Empty zone to One by one the system will ask you for each zone if the visitors can be deleted. If you choose for All, the system will ask you only once to delete the visitors from all zones.

Overcrowding

If zone control is used, you can indicate here which action has to be executed in case of overcrowding.

Save ticket digitally

This parameter allows you to indicate if all sales of the chosen point of sale have to be saved in a digital file or not. If you tick off this setting, you can define further details:

The option Process using the service plugin (PDA points of sale) allows you to determine that the digital receipts have to be automatically created/exported periodically using a specific SyDelSoft Service Plug-in.

Fixed sales customer

If you select a sales customer here, all POS sales registered at the current point of sale will be registered to this specific customer. If you work with a fixed sales customer, you will not be able to click on the button Search customer (see manual 'POS - Use') and you will thus not be able to choose another customer during the POS sales.

Layout POS menu

These are the currently available layout options for the POS screen:

Standard:

Simplified:

Standard with keyboard: Modern When you select this option, the Design layout function becomes active. It allows you to adjust the layout of your POS screen to reflect your needs: add, remove and resize button functions and panels, and so on. Exhibition For more information about the different POS layouts, see POS layouts

Max. in cash drawer

If you fill in an amount here, the system will check after each registration of a sale if this maximum amount has been reached or not.

If the defined maximum amount has been reached, a message will appear.

If you do not want to define a restriction for the maximum amount in the POS, make sure this value is set to 0,00.

Allowed to modify sales customer

This parameter allows you to determine if the cashiers may modify the data of the Default POS customer (set up in the parameters of the POS module - POS - Management manual 'POS - Use').

Allowed to pay open invoices

With this parameter, you can allow the cashiers to settle outstanding invoices of sales customers or not. (see manual 'POS - Use')

Ask for start balance of POS

If you tick off this parameter, the cashiers will have to fill in the amount of money that is in the cash drawer when starting up a new POS shift.

Ask for city of customer

This parameter makes sure that the postcode of the customer is asked for at each sale

The report Sales per postcode gives an overview of all sales per given postcode.

Ask for printers

If this parameter is ticked off and if Recreatex is started up (and if applicable: after selection of the division) the system will ask you which printers have to be activated.

Allow figures with decimal places

With this parameter, you can allow to enter figures with decimal places when filling in the number of units to be sold. This parameter does not influence the possibility of entering figures with decimal places for amounts to be paid.

Do not settle payment method amounts

If NOT ticked off and if different payment methods are chosen, the system will always take into account the total amount to be paid. In other words, if a second payment method is selected with an amount higher than the outstanding balance, the amount of the first payment method will automatically be changed.

If ticked off, the system does not take into account the total amount to be paid and the amounts entered by the cashiers are used.

Always print shift report

With this parameter you can determine if the shift report has to be printed automatically or not after filling in the amounts counted. (see manual 'POS - Use')

Show article image

By ticking off this parameter, it is possible to visualise the image linked to an article on a sales button on the POS screen. (see manual 'GENERAL - Articles')

Activate OK button as booking

If this parameter is ticked off, the OK button in the POS module is made available, allowing to make sales that do not have to be paid (immediately). In this way it is possible to book (fix) a facility booking, ticketing event, registration, exhibition or rental at the POS that will be paid by the customer at a later point in time. (see manual 'POS - Use')

Ask for ticket language

With this parameter you can determine if the language in which the receipt will be printed has to be asked for during a POS sale.

Print components of composed articles on kitchen printer

If this parameter is ticked off and if composed articles are sold, the components of these articles will be printed as well on the chosen kitchen printer (catering).

Allow to return memberships with visits

If you deactivate this parameter (active by default), it will not be possible to cancel a membership of which the only session has been devalued (for example a day ticket) at the POS.

Print kitchen/bar receipt in bigger font

Print access ticket

This parameter allows you to determine if access tickets have to be printed or not when tickets/seats are sold at the POS. You will be able to choose between Always, Ask and Never.

If you choose Ask, the message below will appear after payment:

Print confirmation

This parameter allows you to determine if a booking certificate has to be printed or not when tickets/seats are sold at the POS. You will be able to choose between Always, Ask and Never.

If you choose Ask, the message below will appear after payment:

Ask for source of seat booking

With this parameter you can determine if the source of the ticketing booking has to be asked for during sales. The source of the booking will, however, only be asked for if this parameter is also ticked of for the event in question. (see Ticketing - Managementmanual 'TICKETING - Management').

In this case, the message below will appear if event tickets are sold:

Allow to pay for existing bookings

With this parameter you can determine if it is allowed on the current point of sale to pay outstanding amounts of ticketing bookings (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Ask to put membership on a fixed card

If the location in which the event is organised has access control (module Access control required), you will first have to link a membership article for access control on the level of the event in question (see Ticketing - Usemanual 'TICKETING - Management'). With the parameter Ask to put membership on a fixed card you can determine if the system has to ask to link the tickets to the access article (card) when event tickets are sold. After payment the system will ask you to scan the card(s), by means of which access will be granted to the event.

Group bookings

If this parameter is ticked off and if a certain customer books tickets for different events during one POS sale, the different bookings will be recorded as one booking (grouped). If NOT ticked off, the different bookings will be recorded separately.

Ask for project at start-up of POS

By ticking off this parameter you determine that all article sales within a certain POS shift have to be recorded on a specific ticketing project(see POS - Managementmanual 'TICKETING - Management'). If you also fill in a Default project, all article sales on this point of sale will automatically be recorded on that project. If this parameter is ticked off but no default project has been chosen, you will be able to choose the project at start-up of the POS:

Ticketing costs

In the parameters of the Ticketing module additional booking and administrative costs can be defined that can be charged when selling event tickets.

(see POS - Use and Ticketing - Managementmanuals 'TICKETING - Management' and 'POS - Use')

With the Ticketing cost settings on point of sale level, it is possible to define divergent ticketing costs for this point of sale.

Print information card

With this parameter you can make sure that the information card of a registration activity is printed. You will be able to choose between Always, Ask and Never.

If you choose for Ask, the message below will appear after payment:

Print registration certificate

With this parameter you can make sure that the registration certificate of a registration is printed.

If you choose for Ask, the message below will appear after payment:

This message will only appear if the setting Print registration certificate in case of POS sale is also ticked off for the activity in question. (see Registrations - Managementmanual 'REGISTRATIONS - Management')

Customer mandatory

With this parameter you can determine if specifying the sales customer is mandatory or not when making a registration in the window 'POS: Select activity day' (see POS - Usemanual 'POS - Use')). If ticked off, you will not be able to select one or several activity days without selecting a sales customer first.

Allow to pay for existing bookings

With this parameter you can determine if it is allowed on the current point of sale to pay outstanding amounts of registrations (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Customer mandatory

With this parameter you can determine if the customer has to be specified when making a facility booking using the POS module (see POS - Usemanual 'POS - Use'). If you tick off this option, the message below will appear after choosing a booking location:

Allow to pay for existing bookings

This parameter allows you to determine if it is allowed on the current point of sale to pay outstanding amounts of facility bookings (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Print confirmation

With this parameter you can determine if a booking certificate has to be printed in case of a rental at the POS.

If you choose for Ask, the message below will appear after payment:

Customer mandatory

With this parameter you can determine if the customer has to be specified when creating a rental using the POS module (see POS - Usemanual 'POS - Use'). If you tick off this option, the message below will appear after choosing a rental article:

Warehouse

The location of the letting material for this point of sale.

Ask for collection/return time

With this parameter you can define that the time of collection and return has to be specified when registering a rental order at the POS. See also POS - Usemanual 'POS - Use'.

Allow to pay for existing letting orders

With this parameter you can determine if it is allowed on the current point of sale to pay outstanding amounts of rental orders (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Customer mandatory

With this parameter you can determine if the customer has to be specified when registering an exhibition visit using the POS module (see POS - Usemanual 'POS - Use'). If you tick off this option, the message below will appear after choosing the exhibition:

Allow to pay for existing bookings

With this parameter you can determine if it is allowed on the current point of sale to pay outstanding amounts of exhibition visits (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Customer mandatory

With this parameter you can determine if the customer has to be specified when booking a fitness activity using the POS module (see POS - Usemanual 'POS - Use'). If you tick off this option, the message below will appear after choosing the fitness activity:

Allow to pay for existing bookings

With this parameter you can determine if it is allowed on the current point of sale to pay outstanding amounts of fitness bookings (of the selected customer) in the payment window of the POS. See also POS - Usemanual 'POS - Use'.

Reset

Reset the current button.

Rename

Rename the current button. This does not influence the name of the payment method itself but only the text on the button.

Back colour

Change the back colour of the button.

Colour text

Change the text colour of the button.

Terminal code

To some payment methods a terminal code has to be linked. You can fill in this code here.