The Loyalty/Gift REPORT FUNCTIONS Menu

This menu allows you to produce a variety of reports on loyalty/gift transactions and perform a close batch to the Moneris/Ernex Host.

 

The reports are listed in the order they appear on the menu.
Click on the REPORT NAME to go to the appropriate instruction page.

REPORT FUNCTIONS

Allows you to print:

CLOSE BATCH   

close the current loyalty/gift batch on the Moneris/Ernex Host and
print a Batch Totals report of all loyalty/gift transactions
 

OPEN BATCH TOT

 

retrieve the gift and loyalty card batch totals by gift and loyalty IDs that were processed since the last Close Batch request

TRANS LIST   

a list of all loyalty/gift transactions stored in the terminal by date or by batch
 

TRANS INQUIRY   

a list of loyalty/gift transactions based on selected criteria and
transaction details for individual loyalty/gift transactions
 

CLERK INQUIRY   

a report listing totals for a specific clerk, a group of clerks or all clerks

This item appears only if Clerk Subtotalling is enabled in the Moneris (debit/credit) application.

CONFIG LIST  
 

a report listing the current settings for each loyalty/gift parameter
 

HELP LIST   
 

a list of the loyalty/gift functions and transactions with their Shortcut codes

TIP TOTALS
 

a report listing gift Tip totals

 

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.

For information about the keys...

 

To access the loyalty/gift Reporting Functions menu, from the READY screen:

  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 FUNCTIONS menu appears.

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