Introduction
Recalculation is an operation that updates all transactions which have been already made. It will delete all past debit transactions and replace them with the current, updated ones. Contract recalculation can be applied when encountering any discrepancies in balance or contract status between PGM, POS or Client Portal modules and individually within them.
- In this article, you will find how to recalculate a Contract.
- This article will be helpful to Club Manager, Sales Manager and Front Desk staff.
Instruction
How to recalculate a Contract?
1. Go to the PGM -> Clients -> Clients -> Club Members.
2. Select a member from the list and open their Profile.
3. Go to the Contract tab, find an active contract that you want to recalculate.
4. Click on More - the three dots icon.
5. Click on the Recalculate button.
6. Confirm by clicking on Yes that you want to recalculate the contract.
After a moment, you will find the "old transactions" in the Transactions overlap after marking the checkbox Show excluded transactions. You can find this option under the three dots icon.