Loyalty/Gift Transaction Inquiry Report

This report lists all transactions that match the criteria you select. If you do not select any criteria (i.e. you simply press OK as each criteria appears), all transactions in the terminal memory are listed.

IMPORTANT: The POS Admin card is required if you wish to print unmasked Card numbers on this report.

Criteria are:

The results can be printed or displayed on the terminal screen.

 

From the READY screen:

To navigate through the menus:

- Scroll down: press the
F1 key to move the highlight bar down.
- Scroll up: press the
F3 key to move the highlight bar up.
- Select a
highlighted item: press OK.

1.  Press the Admin key.
The MAIN MENU appears.

2. Scroll down to ERNEX, and press OK.
The ERNEX menu appears.

3. Scroll down to REPORT FUNCS, and press OK.
The REPORT FUNCS menu appears.

4. Scroll down to TRANS INQUIRY, and press OK.
The SWIPE ADMIN CARD prompt appears.

5. To print complete Card numbers on the report, swipe the POS Admin card OR
To print masked Card numbers on the report, simply press OK.

If the ENTER CLERK ID entry screen appears...

The criteria appear in order:

6. The CARD TO SEARCH menu appears with a list of card plans, beginning with ALL CARDS.

To select all card plans, ensure ALL CARDS is highlighted, and press OK.
         OR
To select a specific card plan, scroll down the list until the card plan description you wish to select is highlighted, and then press OK.

7. The CARD NUMBER entry screen appears.

To select all Card numbers, simply press OK.
         OR
To select a specific card, key in the card number, and press OK.

8. The AMOUNT entry screen appears.

To select all transactions regardless of amount, simply press OK.
          OR
To select transactions of a specific amount, key in the amount, and press OK.

If the TRANS TO SEARCH menu appears.

To select all transaction types including all loyalty/gift, debit and credit types, ensure ALL TRANS is highlighted, and then press OK.
         OR
To select a specific debit or credit transaction type (e.g. Void-Refund), select FINANCL+ERNEX, and press OK.
         OR
To select a specific loyalty/gift transaction type (e.g. Redemption), select ERNEX.

The TRANS TO SEARCH menu appears.
Scroll through the list until the transaction type you wish to select is highlighted, and then press
OK.

9. The DATE ( YY) MMDD entry screen appears.

To select all transactions regardless of the date they were processed, simply press OK.
         OR
To select transactions processed on a specific date, key in the date in the format indicated on the screen (the 2-digit year is optional), and press OK.

10. The PRINT OR DISPLAY? prompt appears.

To print the list of matching transactions, press the F1 key to select PRINT. The terminal searches its memory for matching transactions then displays PRINTING while the report is printed.

To print a duplicate of the Merchant Copy of a receipt ...

11. Press the Can/Ann key to return to the READY screen.



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