retail7 system offers its customers a Safe Integration. As a basic requirement, the Safe Management plugin package must be installed from the Marketplace.
In the Management Console, go to My Organization > Units > Safe
Select the store where the safe is located (note: this cannot be changed afterwards).
Assign a descriptive name for the safe so that it can be identified later in the reports.
Define a minimum and maximum safe amount -> these values are used only for reports and warnings. No blocking actions will happen if these limits are reached
Start cash register app normally after installation
After the store has been created during the installation, the cash register will ask whether a safe should be created after the plugin package has been successfully installed
After selecting Yes, a safe with the name "[Store name] Safe" is created automatically.
Limits are defined automatically and can be adjusted in the management console.
With the installation of the Plugin Package several new reports are provided
Safe cash control
Safe limit control
Safe sample control
Safe money transfer
In the Management Console, under My Organization > Units > Safe is now available as a menu item
More than 1 safe can be used per store
If only one safe is available, all transactions take it as default.
If more than one safe is available, all safe-related transactions in the cash register will prompt which safe should be used to complete the transaction (for example, cash movement).
During PluginPackage installation, a new set of default movement reasons is installed. These are maintainable as usual under Settings > Reasons
Safe IDs are used more than once. Two safes with one and the same ID can exist within a retail7 system. The uniqueness is established in combination with the store number → This is important for the transaction export to third-party systems.