Difference between revisions of "Transaction Offsets"

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# Go to: <code>SETUP -> CONCESSIONS -> ITEMS</code>, select '''ADD''', then select '''YES''' to the warning  
 
# Go to: <code>SETUP -> CONCESSIONS -> ITEMS</code>, select '''ADD''', then select '''YES''' to the warning  
 
# Type the name of the item, e.g. ''Tax Exempt Offset'', and then select '''OK'''
 
# Type the name of the item, e.g. ''Tax Exempt Offset'', and then select '''OK'''
# Set the Price to be ''-0.01''. If you want this item to offset a fixed amount instead of a custom amount, set that amount here ensuring it is negative, and skip the next step.
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# Set the Price to be ''-0.01''. If you want this item to offset a fixed amount instead of a custom amount, set that amount here instead of -0.01, ensuring it is negative, and skip the next step.
 
# Check the option '''Amount Entry Item''' <br><br> [[file:Rts_concession_items_general_taxExempt.png |180px]] <br><br>
 
# Check the option '''Amount Entry Item''' <br><br> [[file:Rts_concession_items_general_taxExempt.png |180px]] <br><br>
 
# Select the '''Subtotal''' Tab. Press '''Edit Subtotals''', and choose '''Add''', type the name you entered in Step 2  
 
# Select the '''Subtotal''' Tab. Press '''Edit Subtotals''', and choose '''Add''', type the name you entered in Step 2  
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If someone without the permission ''Protected Concession Item Sale'' tries to deduct, it will prompt for a password. If someone with the permission tries, it will allow the deduction to take place.
 
If someone without the permission ''Protected Concession Item Sale'' tries to deduct, it will prompt for a password. If someone with the permission tries, it will allow the deduction to take place.
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==See Also==
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*[[Amount Entry Items]]
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*[[Tax Exempt Button]]

Latest revision as of 18:37, 19 April 2020

Transaction Offsets are a common item in RTS used to offset either a part of or the entirety of a transaction. If you want to remove tax from a transaction, create a free ticket that still shows as full price on reports, create a gift card for a donation, or have a special concession item discount, a transaction offset will help you do that.

Setup

Here are the steps for creating an amount entry item that can be used to offset transactions:

  1. Go to: SETUP -> CONCESSIONS -> ITEMS, select ADD, then select YES to the warning
  2. Type the name of the item, e.g. Tax Exempt Offset, and then select OK
  3. Set the Price to be -0.01. If you want this item to offset a fixed amount instead of a custom amount, set that amount here instead of -0.01, ensuring it is negative, and skip the next step.
  4. Check the option Amount Entry Item

    Rts concession items general taxExempt.png

  5. Select the Subtotal Tab. Press Edit Subtotals, and choose Add, type the name you entered in Step 2
  6. Set the item as Deduction, select Save
  7. Highlight the subtotal you just created, select Save, then Close

    Rts concession items subtotal taxExempt.png

  8. Go to: SETUP -> CONCESSIONS -> STATION ITEMS
  9. Select the station number that you will enter the deductions into
  10. Move the deduction item from the Main Item list to the Station Item list
  11. Set the type as Selling and the stock type as Create
  12. Select Save, then Close
  13. Go to: SETUP -> CONCESSIONS -> TOUCHSCREEN LAYOUT -> EMPLOYEE STATION
  14. Select the station the deductions will be entered at
  15. Highlight the item you created, in the Concession Items list, then click inside a free space on the selling screen. This will place a button with the name you chose in Step 2, on this screen.
  16. Select Save As, highlight the Station you chose in Step 14, select OK, then Close

You will now have a button on the selling screen that you can select, enter the amount you are DEDUCTING from that station, and RTS will keep track of it. If needed, you can make a button for each type of deduction, or keep everything under the one item.

Rts selling amountEntry.png

Password Protection

If you need to password protect this feature (limiting it to users with the ability to sell / deduct protected items), please follow the steps below:

  1. Go to: SETUP -> CONCESSIONS -> ITEMS, highlight the item and select Edit
  2. Check the option Password Protected, select Save and then Close
  3. Go to: SETUP -> PASSWORD, highlight a user that will have permission to use the Payout button, select the Selling tab, and check the Protected Concession Item Sale option.
  4. Select Save

If someone without the permission Protected Concession Item Sale tries to deduct, it will prompt for a password. If someone with the permission tries, it will allow the deduction to take place.


See Also