Micros report showing tender/media reference 1

[zwiebelspaetzle]

Hello,

To promote my restaurant's new lunch service, I'm giving gift certificates to local businesses. Each gift certificate has a serial number, which the server enters as a "reference." (POS Configurator -> Sales -> Tender Media -> Tender -> Reference required.)

Is it possible to run a report showing the reference numbers of all gift certificates redeemed? Or possibly have them printed to file as a "fiscal cash register"?

So far, all I can see is to search within the journal printer file.

Thanks,
--Chris

 

[MZ117]

Chris,

Defiantly not the expert here but in the short term... If you use Transaction Analyzer you can include references in the reports. We had a similar issue with finding references (for different discounts) and finally just called the Micros Corp number and the guy made us a report that included the references for $60. Considering we were using it every day, the cost was justified for us.

That said, I was told by another restaurant owner that you can add Transaction Analyzer reports to your AutoReport sequence, but neither one of us could figure it out...​

Side Bar ---

Have you asked your credit card provider if they'll do free gift cards? If no, they are usually like .10 cents a swipe or a flat rate... MUCH easier to track/work with than gift certificates, in my opinion. If your current CC company doesn't do free gift cards, check out companies like FirstData, Mercury, and Chase, just to name a few...​

Hope that helps!

 

[pmegan]

zwiebelspaetzle - If you have transaction analyzer that's the easiest way to go. Writing a new standard report yourself would be tough. They're written in Crystal Reports, so you'd have to purchase a copy and then figure out how to write the report.
Here's what you have to do:
[ol 1]
[li]Open Transaction Analyzer and click New.[/li]
[li]In the Category tab select Payments, then select your gift certificate tender.[/li]
[li]The Period, Location, Personnel and Special Conditions tabs can all be left with their default values.[/li]
[li]The Format & Sort tab opens to a default report setup. It's a little intimidating, but it's easy. The box on the left shows available fields, the middle shows what fields are in the report, and the one on the right shows how they're sorted. The ">" and "<" buttons between the first two columns let you add and remove fields to and from the report. The up and down arrows over each box let you assign the order in which your information will be displayed and sorted.[/li]
[li]To start with, remove the Trans number and Line Number fields by selecting them and clicking the "<" button, you don't need them. Since you're reporting on payments you can remove the Quantity field too. payments aren't grouped. I'd get rid of the Item Number too, unless you're reporting on multiple tenders with the same name.[/li]
[li]From the left hand box, select each field you want on your report and click ">" to add them. Start off with Trans Time, Check Number, Trans Employee and Reference.[/li]
[li]Click the Run button and see how it looks. Use the red arrows to adjust how your info shows up on the report. Play with it, you can't hurt anything. If you have too many columns go to the Print tab and change the orientation to Landscape.[/li]
[li]When you're happy with it click Save, select a blank configuration from the list, give it a name and click OK.[/li]
[li]Now, to run your report all you have to do is click Open, select it, enter the dates you want and hit Run.[/li]
[/ol]

MZ117 - when you open your report in T/A it will have a configuration number, write that down.
[ol 1]
[li]Open the POS Configurator go to the System tab, External Programs button.[/li]
[li]Click the blue plus sign to add a line and give that line a meaningful name.[/li]
[li]Set the User Interface to "Windows" and Run Style to Normal, leave the stuff under that blank.[/li]
[li]Set the Working Directory to ..\bin[/li]
[li]Set the Command Line to ..\bin\analyzer.exe /c# (replace the # with the T/A number you wrote down)[/li]
[li]Click the green check to save.[/li]
[/ol]
Now you can go to your autosequences and add this report as an external program step. Make sure you set a date range for it, or you have one huge report waiting for you in the AM.

 

[MZ117]

@pmegan

Thanks! I'll defiantly keep that in mind for next time I make a custom one!

 

[zwiebelspaetzle]

@MZ117 - Thanks for the ideas!
@pmegan - Your instructions were just what I needed. Thanks so much!