Transactions

A transaction is any function that can affect the total amount in the drawer.

Overview

A transaction is any function that can affect the total amount in the drawer. Our system supports several types, including:

• Sales

• Refunds

• Pay In

• Pay Out

• Safe Drop

• Safe Loan

The last four items in the above list are discussed in separate sections. Sales and Refunds do not occur in the same transaction.

There are a few additional functions that work on a transaction by transaction basis:

• Suspend / Recall Transaction (Sales and/or Refunds only)

• Ticket Print (any completed or suspended transaction)

Using Transactions

Refund

1

Press [REFUND]

2

Enter items to be refunded, following store policies and procedures

3

Press [TOTAL] if required

4

Press [MOP]

If refunding a card payment additional information may be required by the card processor.

Recall Pending Transactions

This function can be used in one of the following two ways:

• A specific soft key: [SUSP]

• A function under the [OTHER FUNC] key

1

Do one of the following:

• Press [SUSP]

• Press [Other Func], select “View Pending Transactions (Recall)" from the list and press [ENTER]

2

If only one transaction is pending it will be automatically recalled. If more than one transaction is pending, touch the appropriate transaction (to recall) from the list.

If the transaction quantity limit of an item is set to more than 0, then a suspended transaction containing the item cannot be recalled to be added to another suspended transaction into a single receipt.

Suspend Transaction

1

Press [SUSP]

2

The transaction gets suspended

Transaction cannot be suspended if it includes a prepaid fuel sale.

Ticket Print

The most recent transaction is always displayed at the top of the list and highlighted.

1

To print most recent transaction, press [TICKET PRINT] [ENTER]

2

To print older transaction, press [TICKET PRINT] and then either key the entry number or touch the transaction to be printed. Use down arrow to view older transactions.

Configuring Transactions

Parameter	Path	Value	Description
Allow Suspended Sales	Reporting > Report Configuration	Yes, No	Allows a period close when suspended sales are present.
Force Refund Print	Store Operations > Sales > Sales Configuration	Yes, No	Select to print a refund receipt when the cashier performs a refund in the Sales mode. (If not selected, the refund prints on the journal only.)
Print Receipt	Store Operations > Sales > Sales Configuration	Yes, No	Select to print a receipt for every transaction. (If not selected, a receipt will only print for No Sale, Pay In, Pay Out, Clock in/Clock Out, Void, car wash, POP Discounts, and Credit transactions or when using the **[TICKET PRINT]**key.)

Reporting

All transaction types occurring within a reporting period are represented on Summary and Cashier Reports for that period.

Sales, Refunds, Pay in and Pay Out are all represented on the Summary and Cashier Reports with “Safe Drop” being included as a type of “Pay Out” and “Safe Loan” as a type of “Pay In”.

Suspended Sales are represented as memo items in those same reports as shown below:

Report Details

Sample Memo Items showing number and amount of suspended transactions in Cashier, Summary and Close Shift Reports

• SUSPENDED: Number of times and total amount of suspended transactions. This happens when the [SUSPEND] key is used to suspend and then recall a transaction. If a single transaction is suspended more than once, each time the transaction is suspended adds to the total number and amount of suspends.

• SUSPEND/VOID: Number of times and total amount of suspended transactions that were voided rather than settled.

• UNSETTLED SUSPENDS: The number and amount of transactions suspended at the time a period is closed.

Troubleshooting

#	Message	Description/Action
	(#) RECEIPT(S) PENDING	The indicated number of transactions (#) are suspended.
	NETWORK SUSPENDED TRANSACTION	The controller is retrieving a network suspended transaction from a workstation.
	SUSPENDED TRANSACTION	A transaction is currently suspended.
E1155	NO PENDING TRANSACTIONS	Appears if the View Pending Transactions function is selected and there are no suspended transactions.
E1157	UNABLE TO SUSPEND	Sale cannot be suspended. Perhaps the maximum number of suspended sales have been exceeded.
E1160	MAXIMUM PENDING TRANS. EXCEEDED	Too many transactions are suspended. Only one credit transaction can be suspended at a time.
E1162	NEED TO SETTLE PENDING TRANS.	Attempted to close a shift while a network transaction is suspended. Settle the pending transaction and then close the shift.
E1187	NETWORK SUSPENDED TRANSACTION	Attempted to recall a network transaction from a different terminal than the one on which the transaction was suspended. Use the same terminal to recall the transaction.
E1283	SUSPEND WITH FUEL INVALID	Attempted to suspend a transaction with a prepaid fuel sale, which is not allowed.