After reviewing the Labor and Deposits sections of the mobile Daily Sales Summary, the final seciton to review is Transactions. The transaction details screen isolates the Comps and Promos, Paid Outs, and House Account transactions imported in the daily sales.
While comps and promotions are flagged within the POS, paid outs and house accounts can be mapped when polled into R365 via the rules set up within the POS Mapping tool. Learn more about the POS Mapping Tool.
Transactions can also be reviewed via the web version of R365. Learn more about reviewing Summary Transactions in the web version of R365.
Transaction Details Screen
Button/Field | Description | |
|---|---|---|
1 | Back button | Returns to the DSS screen and marks the section ✔ Reviewed. |
2 | Total transaction snapshot | Displays the total dollar amounts for the Comps & Promos, Paid Outs, and House Account for the day. |
3 | Transaction type | Opens a list of individual transactions for the selected type. If no transactions were recorded that day, the type will be greyed-out. |
Transaction Types
Comps and Promos
The Comps and promos screen lists all of the Comps and Promos that were flagged in the POS. Review these entries to ensure that all are entered correctly. Tap an individual comp/promo to view the following details:
Sales Ticket
Payment Type
Amount
Server
Exception Employee
Reason (editable)
Paid Outs
The Paid outs screen lists all the pPaid outs by cost category. Tap a paid out to open the Paid Out details which lists the amount, cost category, and POS description.
From the mobile app, users can change the cost category or edit the POS description as needed.
House Accounts
The House account screen is where all house accounts from the POS can be mapped to customers in R365, if not already mapped by the POS Mapping Tool. Tap an individual house account to view details about the transaction. From here, users can update the R365 Customer field or add a note about the transaction in the Comment field, if needed.
