Redemption reconciliation
The report of redeemed rewards and coupons, by day or date range, to reconcile your till and inventory with your point of sale at the end of the shift.
Redemption reconciliation puts on one screen what left your business as rewards and coupons: the discounts that lowered your till and the products you gave away, with the time of each redemption. It lets you reconcile with your point of sale at the end of the shift without checking redemptions one by one.
It is in the sidebar, below Transactions.
Choosing what to see
| Filter | What it does |
|---|---|
| Day | One full day. The arrows move to the Previous day or the Next day, and Today brings you back to the current day. |
| Range | From a From date to a To date, up to 92 days. |
| Branch | One branch or All branches. |
| Type | Rewards, Coupons or all. |
| What to adjust | Money discount, Free product, Size upgrade or Other. |
Days are counted in Central Mexico time. Filters live in the URL: you can copy the link with the filters already applied.
The cards at the top
| Card | What it adds up |
|---|---|
| Money discounts | What lowered your till: fixed amounts and, separately, an estimate of percentage discounts when the sale total is known. If a percentage discount has no amount, the card tells you how many there are and that the amount is in your POS. |
| Free products | What left inventory without a sale. It does not lower your till. If you set a Regular price on your rewards, you see the Value given away; the ones without it are counted separately so you can add it. |
| Size upgrades | The size upgrades given. It shows when your business type is food, or when the period includes any. |
| Other | Rewards of the Custom type: Xtarly does not know what was handed over, so they are left for manual review. |
Below the cards is the Total given to customers: money discounts plus value given away. Percentage discounts without an amount are not part of that total, and the screen tells you when there are any.
For the report to be useful, each reward and each coupon needs the right benefit type. A “Custom” reward that is really a $100 discount lands in Other until you change its type in Rewards.
The detail of each redemption
Below the cards, each redemption is a row with:
- Time, Type (Reward or Coupon) and Name.
- Benefit — what was handed over — and What to adjust in your POS: Discount, Inventory out, Size upgrade or Manual review.
- Amount discounted, when it applies.
- Customer, Branch and Cashier.
- Source of the redemption: Cashier, Customer app, POS, QR, Manual or Delivery.
- POS ticket, if the redemption was made from XtarlyPOS.
- Points it cost.
On a phone each redemption shows as a card.
Rewards with several products
When a free-product reward or coupon is linked to several products, the customer gets one of them. The report counts it as a single gift and lists the products it could have been.
Export and print
- Export to Excel downloads the whole period, redemption by redemption, with a summary at the end.
- Print report prints the redemptions report on paper: the cards, the total and the list of redemptions. It works on letter paper and on a ticket printer. If the period has more redemptions than fit, it prints the most recent ones and tells you.
What your cashiers see
A cashier can also open Redemption reconciliation, with two limits:
- They only see their branches. With more than one, the screen asks them to choose.
- They only see the last 7 days. For earlier dates they need to ask an admin.
Owners and admins see every branch and any date.