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Usage

The journal provides an overview for the selected time period. The upper section shows the order level (i.e., purchases), while the lower section shows individual items and compares sales and redemptions.

• Recommended: Use the journal to monitor sales and redemptions within a specific timeframe.
• Not suitable: The journal is not intended for financial reporting (use cut-off date reports), year-over-year comparison (use annual statistics), or settlements with external partners (use partner invoicing). All values in the journal are gross (taxes are displayed if maintained in the system).

Auto-filtered view: Statistics are automatically filtered based on user permissions. Depending on your system configuration, your user may be restricted to only see your own sales/redemptions. At least one system admin can access all data.

Overview

1. Select time period: When opened, the journal defaults to the current day. You can change the view to a specific day, month, or a custom period of up to one year.
2. Export: The entire journal or individual sections can be exported as Excel or PDF based on the selected filters and time period.
3. Sponsoring filter: A payment method (usually called "Sponsoring") is used to issue vouchers or tickets free of charge. In some systems, this may have a different label (e.g., "Complimentary") or may not be available. The journal can be filtered to include or exclude such free items.
4. Filter by product type: To view only one product type (e.g., prepaid cards), open the filter and select the checkbox next to it. To exclude specific product types, uncheck "Select all product types" and then manually deselect individual types.
5. Filter by station: By default, the journal displays data the logged-in user is allowed to see. Admins can usually see all users. Other logins (e.g., employee logins, area admins) can only view their own activity or that of their area. First choose whether to group by area or user (F), then use the "Select station filter" option (E) to refine the view.

6. Group by area or user: The journal groups sales and redemptions by the user who performed the action. Admins can toggle between viewing grouped by area or by user.

   View by area:

   

   View by user:

   

7. Filter by external/internal products: External products are used in specific systems and refer to items not sold in the current system but recorded statistically. This applies in cases like mutual redemption across multiple incert systems or integrations with third-party platforms.
8. Filter by write-offs: Write-offs are available in certain systems and function similarly to redemptions (the voucher is no longer redeemable or shown as open). However, accounting-wise, they differ. You can choose whether to include or exclude write-offs from redemption statistics.
9. Filter by payment method: You can include or exclude payment methods using checkboxes. This does not affect totals, but hidden payment methods will be grouped into the "Other PM" column instead of being displayed separately.

Discounts and shipping costs

In the order sections, discounts are already deducted and shipping costs are included. The totals reflect the actual invoice amount paid by the customer. Shipping and discounts are itemized separately.

Details

Use the magnifying glass icon to load detailed views for either the entire page or individual sections. In the order sections, this shows the individual orders; in the sales/redemption sections, the individual codes are listed.

Cancellations

If an order is canceled, it still appears on the original purchase date in the order section. On the cancellation date, the journal shows a negative entry. The cancellation number equals the original order number with a "C" suffix. For partial cancellations, additional numbers are added (e.g., "C1", "C2", ...).

In the "Sold vouchers/cards" section, a canceled item remains listed with the original date and has "CANC" added to the code. On the cancellation date, the item appears again with a negative amount and an updated code like "CANC_1". In the example below, sale and cancellation occurred on the same day, so they cancel each other out:

Reversed redemptions

In the "Redeemed vouchers/cards" section, a redemption with a negative amount indicates a reversal. The original redemption remains, but is marked with "UNRED" on the code. On the reversal date, the voucher appears again with a positive amount and "UNRED_1" appended to the code.