Tender Search

This function is used to analyze the receipt data of different tender types. After calling the function, a filter bar with a results table is visible with the current date. The search results are displayed as a table and transactions are summarized by tender type. These can be filtered further after selecting the tender type. To view single transactions, it is possible to change to a detail view for each tender type.

Navigation Path

GK Employee Hub > Reports and Search > Tender Search

Procedure

The application will start with the default criteria set.

Tender Search

Table 1. Filter Bar
Filter Criteria Filter Description Default
Date (from-to) Calendar selection Current day
Daily Timeframe (from-to) Time selection Empty
Cash Register Drop down, multi selection Empty
Drawer Drop down, multi selection Empty
Employee Drop down, multi selection Empty
Receipt Number (from-to) Entry fields Empty
Tender Drop down, multi selection Empty
Table 2. Result Table
Value Description
Tender All possible tender types
Count Number of transactions for each tender type
Amount Sum of all amounts for each tender type
Table 3. Actions
Action Description
Go Enter the desired search criteria and start the search by clicking the Go button. The report preview will be displayed with a summary of all relevant transactions.
Reset (Button next to the Employee field) Clicking this button will clear all of the selected filter criteria.
Back Closes the application.
Hide Filter Bar Collapses the filter bar.
Report Prints the result table as a PDF report.
Result Actions:
Sort Changes the sorting order; by count (ascending to descending, and vice versa).

You will see a list of all tenders available for the current store and for the current date:

Use the available filters to narrow down the search. Confirm the criteria by clicking on Go.

The Report button generates a PDF of the results currently displayed.

Printout

Note:
The name of the tab where the printed PDF file is displayed (and also the name of the saved PDF file) is created as follows " <report_descriptor_id>_<report_creation_timestamp>.pdf".
  • Format of the timestamp: dd-MM-yyyy_HH-mm-ss.
  • Example: frequency-weekly-report_11-09-2019_14-40-16.pdf

(Info) The name is not translated into other languages.

(Warnung) The name is not visible when the browser Internet Explorer 11 is used because the browser ignores the http response header and values from the URL are used (server host name and URL resource).

Tender Type Detail

Tender search initial tender type

Please note that the filters will be taken over from the previous view and will be set by default. Any search initiated from this view will automatically have these values set to be included in the search.

Receipt Total filters are possible here.

Table 4. Filter Bar
Filter Criteria Filter Description Default
Date (from-to) Calendar selection Current day
Daily Timeframe (from-to) Time selection Empty
Cash Register Drop down, multi selection Empty
Drawer Drop down, multi selection Empty
Employee Drop down, multi selection Empty
Receipt Number (from-to) Entry fields Empty
Receipt Total (from-to) Entry fields Empty
Tender Drop down, multi selection Empty
Table 5. Result Table
Value Description
Receipt Main category
Receipt Receipt number
Cash Register Cash register number
Transaction type Transaction type description
Drawer Drawer number
Time and Date Time and date of transaction
Cashier Cashier ID and name
Total Main category
Total amount Total amount for each specific transaction
Table 6. Actions
Action Description
Go Enter the desired search criteria and start the search by clicking the Go button. The report preview will be displayed with a summary of all relevant transactions.
Reset (Button next to the Employee field) Clicking this button will clear all of the selected filter criteria.
Back Closes the application.
Hide Filter Bar Collapses the filter bar.
Report Prints the result table as a PDF report.
Result Actions:
Sort Changes the sorting order; by count (ascending to descending, and vice versa).
Note:
Filtering according to the Receipt Total is only supported for the following transaction types:
  • Pay-in/Pay-out
  • Sales Receipt

Use the available filters to narrow down the search even further with the previous filters set. Confirm the criteria by clicking on Go.

Tender search tender type filtered more

Each of the listed transactions can be opened by clicking on the arrow indicator. That way Transaction Detail is opened.

Transaction Detail

Transaction Detail

Table 7. Actions
Action Description
Print Receipt Prints the transaction receipt.
First Page Jumps to first result.
Previous Page Jumps to previous result.
Next Page Jumps to next result.
Back Switches back to the previous view.

Transaction Detail can be used to scroll through the transactions shown on the previous view (filtered ones).

The Print Receipt button reprints the original receipt. Press the Back button to exit the view.

Help

Hovering over symbols with the mouse will reveal a help text that describes the function.