A household's Transaction Inquiry screen has information about a household’s past transaction and is useful for reviewing customers’ purchases and double-checking staff sales
Go to Transaction Inquiry
1. Log in to PARKS DIRECT, and on the sidebar menu, move down and select Inquiry > Household Inquiry (near the bottom of the inquiry list). PARKS DIRECT will open a new screen.
2. Highlight the customer's household or family member on the datagrid.
- Select one of the buttons on the top of the screen (Household Last Name, Family Member, etc.), and then use the datagrid's filters to narrow the list of results. After you enter something into a filter, press Enter on your keyboard to narrow the datagrid's list.
3. Select Transaction History. PARKS DIRECT will bring you to the Transaction Inquiry screen for the household you selected.
Key information on the Transaction Inquiry screen
Once you’re on the household's Transaction Inquiry screen, pay extra attention to the following columns, as they provide important transaction history and information.
- Receipt - The receipt number provides you a reference number for you to be able to reprint out the transaction receipt.
- Date - date of a transaction.
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Description - Provides a short description of an item.
- Course name
- Rental information
- Membership type
- Name Customer who’s making this specific transaction.
- Fee - Total cost of item/rental/membership.
- Balance - Total balance of item after any credits or discounts are applied.
- User - Staff who performed the transaction. This can be useful as a reference should you need to know if someone accidently did a transaction.
- Transaction - Will let you know what actually occurred during this transaction. Whether it was a purchase, withdrawal, cancellation, or fee update.
All the above information should allow you to gather enough details on the transaction to decide on whether or not you should proceed with collecting any outstanding balance.