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Manage In-house Store Transactions

Use In-house Store to review operational transactions, update item details, and apply the actions available for your property.

Quick Reference​

NeedWhat To DoImportant Note
Find a transactionFilter by status, text, or date.Use the relevant date range before deciding a transaction is missing.
Check transaction detailsOpen the transaction to review products and history.Confirm the products and previous activity before making a change.
Update an itemAdd or change item notes and attachments.Add enough detail for the next staff member to understand the update.
Change a transactionUse the available Redeem, Unredeem, Invalidate, or Refund action.The actions shown depend on the transaction and property setup.
Download recordsUse export when it is available.Export options and contents can vary by property and current view.
Review the dashboardOpen Dashboard > In house Store or Dashboard > In House Store (New) when available. Choose the view that matches the version used by the property.

Before You Start​

  • Confirm you have access to In-house Store for the correct property.
  • Make sure you are online. Transaction actions are unavailable while offline.
  • Confirm the transaction reference, guest, and products before changing a transaction.
  • Follow your property's approval and refund policy before applying a final action.

Find and Review a Transaction​

  1. Go to In house Store.
  2. Select the required status, if needed.
  3. Enter text to search for a transaction, guest, or other visible reference.
  4. Select the date or date range to narrow the results.
  5. Open the transaction you need to review.
  6. Check the products, quantities, and transaction details.
  7. Review the transaction history before making an update or applying an action.

Open an In-house Store Dashboard​

  1. Go to Dashboard > In house Store or Dashboard > In House Store (New).
  2. Select the dashboard version available for the property's In-house Store setup.
  3. Use the transaction page when you need to review or change an individual transaction.

Dashboard availability depends on the property's enabled In-house Store module and setup.

Update Item Notes and Attachments​

  1. Open the transaction.
  2. Select the item that needs an update.
  3. Add or update the item notes with the operational context.
  4. Add an attachment when supporting information is needed.
  5. Save the update and confirm the new notes or attachment appear on the item.

Apply a Transaction Action​

  1. Open the transaction and review its products and history.
  2. Confirm the action is appropriate under property policy.
  3. Select the available action: Redeem, Unredeem, Invalidate, or Refund.
  4. Enter the required reason, notes, or confirmation details.
  5. Complete the action.
  6. Check the transaction history to confirm the action was recorded.

Only use an action that is available on the transaction. Do not attempt transaction actions while offline.

Export Transactions​

  1. Apply the status, text, and date filters needed for the records you want to review.
  2. Check the results before exporting.
  3. Select the export option when it is available in your current view.
  4. Store and share the exported file according to your property's data-handling policy.

Troubleshooting​

A transaction is not in the list​

What you see: The expected transaction does not appear in the current results.

Do this:

  1. Check the selected status and date range.
  2. Clear or change the text search.
  3. Confirm you are viewing the correct property.
  4. Ask a manager to check whether you have access to the transaction.

An action is not available​

What you see: Redeem, Unredeem, Invalidate, or Refund is not shown or cannot be selected.

Do this:

  1. Confirm you are online.
  2. Review the transaction status and history.
  3. Confirm the action is allowed by property policy.
  4. Ask a manager to confirm whether the action is available for this transaction and property.

An update does not appear​

What you see: A note or attachment is missing after you save it.

Do this:

  1. Refresh the transaction.
  2. Confirm the update was made on the correct item.
  3. Check your network connection and try again when online.
  4. Contact support if the update is still missing.

Still Stuck?​

Contact support if:

  • A transaction action is required but is unavailable after manager review.
  • A saved item note or attachment is missing for multiple staff members.
  • Transaction records or export results block daily reconciliation.