Clerk Subtotals Report for Gift & Loyalty Transactions

This report displays or prints the totals of all Moneris gift and/or loyalty transaction types for one or more clerk IDs in the current batch without closing the batch.

To print the Clerk Subtotals report for transactions:

1. On the applications menu, select GIFT & LOYALTY.
The message "Activating App..." is displayed then the transactions menu appears.

2. Press the Reports key (first purple key on the right).
The Reports menu appears.

3. Select Clerk Subtotals.
If the "Clerk ID" prompt appears, key in the Clerk ID and press the green
OK key.

The "Zero Clerk totals" prompt appears.

4. To reset clerk totals to zero (0) upon completion of the report, select Yes.
OR
To continue accumulating clerk totals upon completion of the report, select No.

The "Select Clerks" prompt appears.

5. To print subtotals for one clerk:

a. Select One.
b. Key in the Clerk ID and press the green OK key.

To print subtotals for a group of clerks:

a. Select Grp.
b. Key in the group ID and press the green OK key.

To print subtotals for more than one clerk:

a. Select List.
b. Key in the clerk ID and press the green OK key.
The "Add more?" prompt appears.
c. Select Yes to add more clerks to the list.
OR
Select No to finish the list and print the report.

To print subtotals for all clerks:

a. Select All.

6. The terminal prints the report and returns to the Reports menu.

7. Press the red CANC ANNUL key to return to the GIFT & LOYALTY menu.