HELP! Seeking Instructions to Create Report of POS (NOT RMS) Discounts Applied

I really need a solution to this problem...

We really need to run ongoing reports to determine how many of our different Discounts are claimed/used and the proceeds not tendered. We have offered a number of discounts to customers and employees as incentives and cannot find a method to track how each discount is applied.

The built-in reports within POS (not RMS) are not nearly as robust as we wish/require. Is there a query we can run on a transaction table to reveal the discounts applied to those transactions?

In the POS Query Tool, running the query "select * from [Transaction]" returns all the transactions since we opened our shop; however, there is no column listing discounts, discount IDs, or discount codes.

In the TransactionEntry table, all entries in the DiscountReasonCodeID field are 0. I can locate a transaction where a discount was applied, but no DiscountReasonCodeID is entered (only 0).

Running the query "select * from ReasonCode" returns only "The query executed successfully." I'm guessing the table is empty.

Running the query "select * from PresetDiscount" returns the discount categories we created.

So, where are the records of all the discounts applied?

Jeff,

Thanks for the instructions.

What I need is a report that identifies the Preset Discount (e.g., Employee Discount or Pastries After 11 a.m.). In the Advanced Report Filter dialog, there is no selection in the Field dropdown that permits me to identify a Preset Discount (we have ten). What I need to know is how much lost revenue each month are we devoting to Employee Meals or reduced menu items, and I'm seeking a way to itemize the Preset Discounts used.

Mark

Reports | Sales | Detailed Sales | put your date range in | change the type of filter to Advanced | Modify Filter button | in the Field dropdown, select Price Source | Condition | Is Not | Value | type in "regular price" without the quotes | Add to List button | OK | Choose Columns button | select Price Source | Refresh button

Jeff,

Thanks for the instructions.

What I need is a report that identifies the Preset Discount (e.g., Employee Discount or Pastries After 11 a.m.). In the Advanced Report Filter dialog, there is no selection in the Field dropdown that permits me to identify a Preset Discount (we have ten). What I need to know is how much lost revenue each month are we devoting to Employee Meals or reduced menu items, and I'm seeking a way to itemize the Preset Discounts used.

Mark

Reports | Sales | Detailed Sales | put your date range in | change the type of filter to Advanced | Modify Filter button | in the Field dropdown, select Price Source | Condition | Is Not | Value | type in "regular price" without the quotes | Add to List button | OK | Choose Columns button | select Price Source | Refresh button

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Jeff Check Point Software

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Jeff,

The report does not display the data we require. I can view the sale price, but not the amount of the discount.

We're looking for the amount discounted sorted by the Preset Discount (1-10). When I follow your instructions below, I discovered in the Report Column Chooser dialog, there is no Reason Code checkbox.

Mark

So are you saying this didn't work for you or it's the way its displayed that is the problem?

If it's the display sort, drag the Reason Code column header to the left and it will group by Reason code.

Jeff,

The report does not display the data we require. I can view the sale price, but not the amount of the discount.

We're looking for the amount discounted sorted by the Preset Discount (1-10). When I follow your instructions below, I discovered in the Report Column Chooser dialog, there is no Reason Code checkbox.

Mark

So are you saying this didn't work for you or it's the way its displayed that is the problem?

If it's the display sort, drag the Reason Code column header to the left and it will group by Reason code.

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Jeff Check Point Software

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Thanks for the instructions.

What I need is a report that identifies the Preset Discount (e.g., Employee Discount or Pastries After 11 a.m.). In the Advanced Report Filter dialog, there is no selection in the Field dropdown that permits me to identify a Preset Discount (we have ten). What I need to know is how much lost revenue each month are we devoting to Employee Meals or reduced menu items, and I'm seeking a way to itemize the Preset Discounts used.

Mark

Reports | Sales | Detailed Sales | put your date range in | change the type of filter to Advanced | Modify Filter button | in the Field dropdown, select Price Source | Condition | Is Not | Value | type in "regular price" without the quotes | Add to List button | OK | Choose Columns button | select Price Source | Refresh button

--

Jeff Check Point Software

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