Run an Item Code Customer Report

Run an Item Code Customer Report

While most reports are run in the FullCount Back Office, the Item Code Customer report can be run from the Touchscreen to list the customers who have or have not purchased a selected item. This report can be useful for wellness checks or to catch and correct duplicate charges. To run an Item Code Customer report, follow the steps below:
 

  1. Select the Admin button on the Touchscreen navigation bar.
     
  2. Choose the Item Code Customer Report.
     


 

  1. On the Item Code Report Details screen, press Select Item. (See image below step 10.)
     
  2. Enter the item name using the virtual keyboard, then click Search.

*NOTE: The search will only return items that begin with the exact characters entered. If no items match the exact characters, the screen will not advance.

  1. Select the desired item from the search return.
     


 

  1. Optionally, click Select Plan on the Item Code Report Details screen to narrow the report results. (See image below step 10.)
     
  2. Enter the plan name using the virtual keyboard, then click Search.

*NOTE: The search will only return plans that begin with the exact characters entered. If no plans match the exact characters, the screen will not advance.

  1. Select the desired plan from the search return.
     


 

  1. By default, the report will list customers who have purchased the item during the current Touchscreen session. Select Did Not Purchase Item to list those who have not.
     
  2. By default, the report will not show the customer type for purchases. Select Show Customer Type to see the customer type for each purchased item.

*NOTE: Show customer types to differentiate between guest meals charged to a resident’s plan and accidental duplicate charges.
 


 

  1. When the correct parameters are set, press Print Report.

The report will print from the built-in receipt printer for a terminal or from the assigned receipt printer for a tablet.
 

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