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Under the Review Summary section of a daily sales summary, click Transactions. This section requires review of sales ticket transactions that are broken down into Comps and Promotions, Paid Outs, and House Accounts.
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Tabs will appear grayed out and unclickable if no Sales Tickets were flagged with their Transaction Type.
Comps and Promos
Column | Description |
|---|---|
Sales Ticket | ID of the sales ticket associated with the exception. Clicking a sales ticket ID will open the associated sales ticket.
|
Payment Type | Name of the comp or promo. |
Amount | Amount of the discount. |
Server | Server for the sales ticket. |
Exception Employee | Employee associated with the exception. |
Reason | User entered reason for the exception. |
Payment Type Account Settings
The Comps and Promos tab lists all of the transactions or total dollar amounts that are a factor of any Payment Type Account with the This is an Exception Type checkbox checked.
Paid Outs
Column | Description |
|---|---|
Cost Category | GL Account mapped to the paid out through based on the rules created from the POS Mapping Tool. |
Amount | Dollar amount of the paid out |
POS Description | Notes about the paid out |
House Account
The House Account tab is where all House Accounts from the POS can be mapped to Customers in R365, if not already mapped by the POS Mapping Tool. Users can view details about the transaction and then update the R365 Customer field and add a note about the transaction in the Comment field, if needed.
Column | Description |
|---|---|
Customer | Customer associated with the house account transaction. |
Sales Ticket | Sales Ticket number that is associated with this transaction |
Amount | Amount of the transaction |
POS Customer | Customer name listed in the POS |
Comment | User entered notes |