Adding a Transaction Exception

NOTE: (Enterprise Edition only) POS transaction exceptions are shared across a site.

To help monitor unusual transactions, you can set up transaction exceptions. Transaction exceptions can help you identify unauthorized discounts, fake returns, and manual price overrides.

  1. In the POS Transactions Setup wizard, click Add when you arrive on the Set Transaction Exceptions page.

    For information about accessing this page, see Adding a POS Transaction Source.

  2. In the Configure Exception dialog box, enter a name for the exception.
  3. Select one of the Text to Match options:
    • Match Text — Enter text that will be monitored as a transaction exception.

      The system will monitor all transactions for the text entered in the Text to Match field.

    • Match Value — Enter the value that triggers the transaction exception. You can use the relational operators from the drop down list, and further define the value by entering any text that may appear before or after the value.

      The exception will monitor all transactions for values that match what you enter in the Text Before Value:, Match when value:, and Text After Value: fields.

  4. Click OK.

The new transaction exception is added to the Set Transaction Exceptions page.

Repeat this procedure until all the required transaction exceptions have been added to the transaction source.