About
The transaction review has been updated and revamped. It no longer requires the weekly sales backup files. When new weekly closeouts are ran, it still creates the backup files in the daily backups, but it also writes the data to SQL. This creates a much more user-friendly review area, especially when reviewing transactions beyond the current week. Data is stored in the MSaleDataSQL database.
Importing Backups
To import the existing weekly sales backups, use the “Import Backups” button on the menu bar at the top of the screen. Once done, you can select any date range you wish to view transactions without having to select the weekly backup file first. This creates a much more user-friendly review area, especially when reviewing transactions beyond the current week. Data is stored in the MSaleDataSQL database.
By default, the current week of sales dates will display in the “Select a Date” window.
Viewing Previous Weeks' Data
To view dates from previous weeks, select the “Search History” button and then select the beginning and ending dates of the desired range. Select “Run Report” to populate dates. Once a date range or current range is displayed, follow the steps noted below to find the check(s) you wish to review.
- Select the specific day from the “Select a Date” field
- Then use the necessary search criteria to find the specific check.
Search criteria available are:
Check No, Table/Tab Name, Time, Phone Customer, Payment Type, Menu Item, Employee Name, Voided Sales, Address, Keyboard(for customizable search words), and then List all Transactions- Menu Item, Employee Name, and Payment Type populate a list of available options for that day in the “Make a selection” window. In the example below, payment types used for that day are listed
- Check No, Table/Tab Name, Time, Phone Customer, Address, and Keyboard prompt a keypad to type in the desired option
- Voided Sales and List All Transactions populate all checks or voided checks
- Menu Item, Employee Name, and Payment Type populate a list of available options for that day in the “Make a selection” window. In the example below, payment types used for that day are listed
- After the search criteria is chosen, all checks that match the criteria is listed.
- From the open window (example shown above), you can click on any check to view its details and/or reprint the receipt.
Available Reports
Two reports are available on the transaction review screen; “Serving time Summary” and “Sales by Individual”
Serving Time Summary- displays a list of any sales employees for that range. It includes the employee’s Gross sales, Discounts, Voids, Net Sales, Avg Sales, and Avg Srv Time.
Sales by Individual Report- displays a list of sales entered by employee for the selected range. It includes a list of each transaction closed by each employee and Gross sales, Discounts, Voids, Check Total, and Tender (Payment).