Consolidate X And Z Reporting

This outlines the How To Consolidate X And Z Reporting in Touch.

 

Subjects      ▲ ▼

• About
• How To?

 

About      ▲ ▼

• What Is Required?
  
• What To Consider?
• When Is It Used?

 

What Is Required?      ▲ ▼

• Ensure the Function Print Reports (#12) POS Key is added to the appropriate Layout using the Keyboard Designer.
• In Touch, in Table Tracking:
  • Ensure the enabled option is selected.
  • Ensure the Master Terminal option is selected in each Location.
  • Ensure the Consolidated X and Z Reporting option is selected.
• On all other Touch terminals (except the Master Terminal), ensure the Lock Terminal option is selected after running the X reports.

 

What To Consider?      ▲ ▼

• Consolidated Reporting will also consolidate any Table Charges done on waiter stations with payments done on the Swiftpos Touch terminal.

 

When Is It Used?      ▲ ▼

Used to only allow the Master Terminal in each Location (when Table Tracking is enabled) to run Z reports and perform a reset. All other Swiftpos Touch terminals will only be able to run X reports. They will not be able to do a reset. This feature is specific to Table Tracking and is the recommended way to do reporting at the Swiftpos Touch terminal.

 

How To?      ▲ ▼

• Consolidate X And Z Reporting?
• Use The Manual Report Date Update Option With X/Z Reporting

 

How To Consolidate X And Z Reporting?      ▲ ▼

In Touch, do as follows when a Touch terminal (not the Master terminal) is ready to be shut down for the day.

• Run a daily X report on the Touch terminal and print the report if required.
• The Touch terminal should be automatically locked, as outlined HERE.
• As other Touch terminals are no longer required for trade repeat steps 1 and 2 above for each.
• When trade has completed for the day ensure that any remaining Touch terminals other than the Master terminal have had their X report run.
• Run a daily Z report on the Master terminal. Noticeable will be that the report includes a Z report for all of the other Touch terminals in the Location.
• When the Z report is reset all of the other Touch terminals in the Location will also be reset and unlocked.

 

How To Use The Manual Report Date Update Option With X/Z Reporting?      ▲ ▼

To use this feature ensure the Manual Report Data option is selected in Touch. This feature is all about X/Z-Report data, where it is stored and when it is updated. The feature was introduced for Venues that have unreliable wireless networks and were having problems balancing Z-Reports. It is NOT recommend to use the Lock Terminal option after every order/sale because that is the trigger to move Z-Report data to the Table Tracking Master. If you are still half out of wireless range at the end of the sale, then you may still suffer report balancing issues. When the Manual Report Data option is:

• Disabled - Default.
  • Every time a transaction occurs on a Waiter Terminal, the X/Z-Report data is saved to the Table Tracking Master for each sale.
  • Table/TAB charges update the Table Tracking Master and sales are sent to the Back Office as per normal.
    • Consolidated X and Z Reporting:
      • Enabled - X/Z-Reports on the Table Tracking Master will report on all POS Terminals.
      • Disabled - X/Z-Reports on each POS Terminal request the X/Z Report totals from the Table Tracking Master.
• Enabled - This feature is primarily for sites that use Table Tracking and have an unreliable wireless network, causing frequent connection loss to the Table Tracking database.
  • Every time a transaction occurs on a Waiter Terminal, the X/Z-Report data is saved locally for each sale.
  • Table/TAB charges update the Table Tracking Master and sales are sent to the Back Office as per normal. With Consolidated X and Z Reporting:
    • Enabled - Waiter terminals need to be locked manually or do an X-Read and lock, which will send the locally held Report data to the Table Tracking Master and then produce the X/Z Consolidated Report on the Table Tracking Master.
    • Disabled - All X/Z report data is saved locally. Z-Reports on each POS Terminal send the locally held X/Z Report data to the Table Tracking Master and then produce the X/Z Report locally. Ideally, this would happen at the end of the shift when you do the Z-Reports. 
      If Waiter terminals are not locked, then the consolidated reports will be missing sales data.
      If the Waiter Terminals are out of wireless range, then they cannot be locked.

 

 

End of article      ▲