The Rebates report is a comprehensive list of sales of non-menu items classified as rebates (for example, gift cards sold).

The information in this report includes data received from your POS system Point Of Sale system - the system/register used to bill customers and track sales. as well as data entered manually via the Daily Entry > Rebates page.

Rebates

The following information is displayed on the page (if there are no tabs) or in the Rebates tab for the Area*, Store and Period selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

  • Store*: The name of the store that received the payment.

  • Date*: The date on which the payment was received.

    The Date column is not displayed if the Period selected is Daily or ~~~Live~~~*..

  • Category: The type of rebate.

    Click here to learn how to create, edit and delete Rebate Categories.

  • Description: Details of the rebate (if any).

  • Cashier: The cashier that received the payment.

  • Station: The register at which the payment was received.

  • Amount: The base amount (before taxes) of the rebate.

  • Tax^: The taxes on the base amount, if applicable.

  • Total: The total payment made.

    Total = Amount + Tax^

Rebates can be edited through the Daily Entry > Rebates page.

Status of Live Activity*

The Status of Live Activity report indicates the status of transactions received from POS stations The register or counter at which a transaction is recorded..

The Status of Live Activity section is only displayed if the Period selected is ~~~ Live ~~~*.

Filter Information*

The Filter Information tab is only available for individual stores if the Period selected is Daily, the Date selected is within the last seven days and the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data.

The following information is displayed in the Filter Information tab:

  • The rebates report* constrained by the filters Drop-down boxes that let you select from the options available. selected in the Information Settings box.

  • The Information Settings box which can be used to apply constraints to the rebates report.

    The Information Settings box is also available through the Filter Information button in the Summary Report tab if the Period selected is ~~~ Live ~~~.

  • The End of Day Details* report:

    • Station: The register from which the transactions were received.

    • From: The time stamp of the first transaction received for the day.

    • To: The time stamp of the last transaction received for the day.

    • Received: The time at which the end of day marker was received.

TO VIEW A REBATES REPORT:

  1. Open the Rebates page.

  2. Select the Area* and Store for which you want to view the report from the drop-down list(s).

  3. Select the Period for which you want to view the report from the drop-down list.

    ~~~ Live ~~~ is available as an option only for individual stores if the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data.

    ~~~ Live ~~~ will display the sales since the last end of day Completion of end of day tasks on the POS which results in EOD markers sent to Clearview..

  4. Select the specifics of the period* (Term*, Date*, Year*, Week*, Week Ending*, Month*, Quarter*, From*, To*, Accounting Period*) from the drop-down list(s).

  5. Click on the Go button.

  • ClosedTo apply constraints to the information displayed:

    Only available for individual stores if the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data, AND

    • The Period selected is ~~~Live~~~ OR

    • The Period selected is Daily and the Date selected is within the last seven days.

    1. Click on the Filter Information* button or the Filter Information* tab.

    2. In the Information Settings box:

      • Select the Order Point* for which you want to view the report from the drop-down list.

      • Select the Destination for which you want to view the report from the drop-down list.

      • Select the Station for which you want to view the report from the drop-down list.

      • Select the Cashier for which you want to view the report from the drop-down list.

      • Select the Time Period from the From and To drop-down lists.

    3. Click on the Apply Settings button.

Associated Settings

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

^or HST or GST and/or PST or VAT/VAT Exempt (as per your location)