Tranferring sessions

[Neon Beach]

WE have set up 2 codes that allow us to transfer the remainder of sessions to other clients if the original purchasers will not be using them. We call them "transferin" and "transferout". The way that "transferin" has been set up, it will automatically charge a $10 service fee and then windows will pop-up in which you can enter the number of bed sessions to be transferrred and the number of stand-up up minutes to be transferred. For some reason we must have overlooked things when setting up the "transferout" code. The windows will pop-up so that you can enter the sessions involved, but despite what number you enter, The "Time Quantity Too High" alert pops up. Each code seems to be setup exactly the same, with one adding sessions and the other subtracting, but it won't work. Anyone know what we have forgotten to do?

[BooBop]

What program are you running?

[Andy]

buntanner, Neon Beach is a Helios User

[Andy]

On your TRANSFERIN code you will have the two accumulators set to "V" for variable on the Pkg/Memb tab and you will have a value in the Amount Add column for the two accumulators.

On your TRANSFEROUT code you would have the same two accumulators set to "V" for variable and you would need a value in the Amount Subtract column for the two accumulators being the maximun amount that you wish to allow to be transferred out.

When you are processing the TRANSFEROUT sales code on a client you will have to enter the quantity as a negative value. Best to key the value and then the minus sign.

The most common reason the "Time Quantity is too high" message is either the value was not entered as a negative and the set up on this code does not allow for an Amount Add OR in the sales code one of the other (unused) accumulators is set to Constant with a Amount Subtract of greater than Zero, and of course that accumulator has no value to subtract from, so therefor a problem of Time Quantity is too high.


Regarding the Transfer Fee of $10. I am surprised that based on the description of the TRANSFERIN sales code that it does not multiply by the quantity IF the last accumulator (StandUp Minutes) has a value. As described I would expect it to work OK if you are only transferring Sessions and not StandUp minutes (system will ignore the 0 quantity and just charge the $10). Are you sure it works ok with StandUp minutes being transferred.

A little trick here - set one lower unused accumulator to V for Variable, leave the Amount Subtract and Add at Zero - so not value can be entered and the $10 will charge OK.

Hope this helps - if still a problem, give me a quick call at the number below and I will see if I can quickly help you identify the problem - no charge for this quick call.

[Neon Beach]

Thank you Andy, the problem has been solved!
Sorry I didn't mention I was using Helios, so thanks to buntanner too!
John

[GeorgeK]

Andy, I was not aware of this Helios function. This would help me out a lot. Tried it & it works great. One thing though. Is there a way to set it up so on the transfer in it does not give minutes to whoever? I mean the way I did it my employees can give transfer in's to everyone without needing to transfer out. In other words freebies.

Can the transfer in code be somehow linked to the transfer out?

I know I know, I can check the sales codes @ the end of the day, but if that's what I have to do, I'd rather let the employees write me notes for who to split and do it under master edit every night.

So???....

thanks in advance[ This Message was edited by: GeorgeK on 2002-05-09 05:47 ]

[Andy]

Hi George K

Sorry, there is not way to link one code to another.

BUT if it is OK to allow your staff to write down the requirement and you do it later - I suggest Password Protecting the "Transfer" codes so staff can not do it and then you can as you suggest record the transfers later.

This is in my opinion better than using Master Edit, because you will have a record that the transfer was done in the POS History for the two clients.

Personally I would allow the staff to record the transfer and YES, you checking on the use of the Transfer/Adjust code(s) through the Detailed Daily Sales Report (you could also Flag the transaction). I believe this is better because it allow your staff to provide immediate customer service. If you are concerned about Employee Theft, sometimes it is better to leave an opening that you can track - very often the unsuspecting employee will walk through the opening (one man's opinion).

The beauty here as with most things is that you get to decide what is the best approach for you and your business.

Glad this helped, spread the word about the information available here for Helios Users - Thanks

[GeorgeK]

Thank you for the fast response Andy:)