Recreatex documentation

To be able to use this functionality go to POS > Parameters and tick the check box Use safe-deposit functionality and press Save. For the changes to take effect, you may need to log off the user and log back in again.

To manage a safe-deposit go to POS > Safe-deposits > Safe-deposits. Safe-deposits can be created and configured by using the Framework functionalities.

To determine which employee is authorised to do safe-deposit transactions go to General > Basic data > Employees > Employees and then select tabs Cashier data > Authorisation > POS. Then tick the check box May do safe-deposit transactions.

When starting a new shift on your POS, Recreatex will ask you to enter the amount of starting money you took out of the safe-deposit and to select the safe-deposit you took the money from. After pressing OK, a transaction report will be printed. The starting money is deducted from the money that was in the safe-deposit. The balance of the safe-deposit will be adjusted accordingly.

During a shift, money can be transferred to/from a safe-deposit by pressing the extra POS function Start safe-deposit transaction.

Next, you will be given the choice to either transfer money from the POS to the safe-deposit (Empty cash drawer) or to transfer money from the safe-deposit to the POS (Fill up cash drawer).

In the next window, you can enter the amount you wish to transfer and select the safe-deposit you wish to transfer to/from. After pressing the OK button, a transaction report will be printed. The balance of the safe-deposit will be adjusted accordingly.

When closing a shift on your POS, Recreatex will ask you to enter the Amount counted. If necessary, a cashier report can be printed by pressing the printer button. Proceed by pressing OK.

Recreatex will now ask you to select the correct safe-deposit. After pressing OK, a transaction report will be printed. The balance of the safe-deposit will be adjusted accordingly.

In case of mistakes or discrepancies, all transactions can be modified by an authorised user in the back office. To modify transactions go to POS > Safe-deposits > Visualisations > Transactions or go to POS > Safes > Safe-deposits, select a safe-deposit and go to the tab Transactions. If you double-click a transaction line, the window Modify safe-deposit transaction will open.

Here you can modify all the data of the transaction and also change the transaction type in the drop-down box: Start POS shift, End POS shift, Take out of cash drawer, Fill up cash drawer, Empty safe, Fill up safe, Safe Mutation and Correction line.

After verification click Save to finalise your modification. The balance of the safe-deposit will be adjusted accordingly.

There are also 4 quick buttons to make common modifications easier: Mutation, Count, Fill and Empty. To access these buttons, go to POS > Safes > Safe-deposits and double-click a safe-deposit.

Mutation: If you have more than one safe-deposit, you can transfer cash from one safe-deposit to another. Go to POS > Safe-deposits > Safe-deposits.

Count: If you discover discrepancies when counting the cash in a safe-deposit.

Enter the correct amount that you counted in the window Value and click OK. Next click Yes to apply a correction line.

Fill: If you need more cash, e.g. coins for change.

Empty: If cash money needs to be transferred to the bank.

To get an overview of all transactions go to POS > Safe-deposits > Visualisations > Transactions. Here you can define the period in time for which you wish to see all transactions and then click Search. If you double click on a transaction line, the window Modify safe-deposit transaction will open. Here you can also correct potential mistakes or discrepancies.

To print transaction reports of a certain period in time go to POS > Safe-deposits > Reports > List of transactions. Next you can determine the period in time and which safe-deposit(s) will appear on the report. Next click Print.

To keep track of the cash going in and out of the safe-deposit(s) two columns have been added to the cashbook. To make these appear in the cashbook, please create column 20 and 21.

20 contains the sum of the transactions of type 'Refill safe' and the sum of the transactions of type 'Correction' where the SourceID is unknown.

21 contains the sum of the transactions of type 'Empty safe' and the sum of the transactions of type 'Correction' where the DestinationID is unknown.

Go to Course management > Processing > Course management tool

Select the student and press Sign out.

The window Sign out / catch up lesson group will open. The fields Action and Customer are already filled in, but can still be changed if necessary. The fields Sign out lesson grp and Sign out lesson day are mandatory, the field Reason is optional. Press Save to make the changes permanent and press Close to exit. Credits will be added automatically if the modification is done within the previously defined parameters.

To be able to register for a catch-up lesson, the customer must meet a number of requirements:

Go to Course management > Processing > Course management tool

Select the student and press Catch up.

The window Sign out / catch up lesson group will open. The fields Action and Customer are already filled in, but can still be changed if necessary. The fields Catch up lesson day and Catch up lesson grp are mandatory. Press Save to make the changes permanent and press Close to exit. Credits will be subtracted automatically.

The new processing item Sign out/catch up lesson days offers an overview of unsubscription and catch-up entries in the system, based on search criteria.

Go to Course management > Processing > Sign out/catch up lesson days to open the window Registrations overview.

The modification possibilities for the records displayed in this window are:

After every modification credits will be added or subtracted automatically if the modification is done within the previously defined parameters.

On the Address Card of the customer you can get an overview of all registrations for that specific customer (sign out/catch-up lessons). The current amount of credits is displayed. Records can also be created and deleted in this window.

If a customer has been signed out from a lesson day, the corresponding record will have a gray background in the Course management tool and the reason for the absence is displayed. Similarly, the background will be green if a customer has subscribed for a catch-up lesson.

The Student's information card provides another overview whether the student was present or absent with a reason description.

To enable the web shop user to unsubscribe from lesson group days or subscribe for catch-up lessons go to the Web shop manager page > Lesson scores > Settings.

Tick the following check boxes to activate the desired options:

This will result in the following changes on the web shop:

Two new email types are available on the Web shop manager page > General > E-mail messages.

These can be used to make email templates to your specifications.

These email templates can be used on the Web shop manager page > Lesson scores > Settings.

By default, unsubscribed students are not displayed. To change this, go to the LLV Manager page > Settings > User preferences and tick the check box Show unsubscribed students and press Save.

Two new default background colours have been introduced in the Presences tab and the Scores tab:

These background colours can be changed by going to the LLV Manager page > Settings > User interface. Press on the colour and a new window will open where you can choose another colour.