A household's Transaction Inquiry screen has information about a household’s past transactions. It helps review customers’ purchases and double-check 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 categories 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.
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, Date, Description, Fee, Balance, User, and Transaction.
- Receipt - The receipt identification serves as a reference number to reprint the transaction.
- Date - date of a transaction.
- 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 is helpful when you need to know if someone accidentally performed a transaction.
- Transaction - Type of transaction recorded. Specifically, this label determines if a purchase, withdrawal, cancellation, or fee update occurred.
The information above should be enough to gather details on the transaction and decide whether or not to proceed with collecting any outstanding balances.