With every promotional period there are several products that are on special which we can place a claim for. In order to do this we are required to complete a claim form and have it returned by fax no later than 1 month after the promotional period in question has ended.
The best way to get an accurate reading of sales figures for the particular product/deal on special is to run a report in RSA. This can be done in the following way:
1. In the RSA Management Functions page select ‘Reports’ from the top toolbar and scroll down to ‘Report Generator’.
2. On the ‘Report Generator’ page under the ‘Data’ dropdown menu select ‘Sales History’. A pop-up will appear asking you to ‘Select a quantity type to display’. Here click on either ‘All’ or ‘Hot’ depending on how the promo was set-up in RSA.
3. Another pop-up will appear asking ‘Would you like to show sales dollars for each price too?’ Select ‘No’.
4. From the ‘Starting Date’ and ‘Ending Date’ drop down menus, select the promotional period in question.
5. From the dropdown box below select ‘Number’, ‘Equals’ and the corresponding PLU number. Then click ‘Run’.
6. If necessary reconcile against the Journal.
7. Make a note of the numbers sold and complete claim sheet.