Driver Check-In Report

Purpose:

The Driver Check-In Report is designed as a checklist for the Driver who is turning over moneybags and roll-coin bags at the end of the day. It is recommended that the handheld be synced with an ‘Upload Only’ option, immediately after the Driver has returned to the warehouse. This is the fastest method of getting the day’s route activity into the VendMAX database.

The Driver Check-In report can be printed immediately after the data has uploaded and should be delivered with the remaining roll-coin and the collection bags from the day’s service. This report provides check areas for the money room or other check-in manager to acknowledge the delivery of all company assets.

Report Parameters:

There are several report parameters available to help control the configuration of the report and the level of detail included in the resulting document. The choice of parameters can dramatically affect the layout and usefulness of the report. Each option is described below, while the Examples and Recommendations section gives some suggestions on useful configurations and the required parameters.

Date:

The Date would normally be set to the current day. This is the date for which the report will be run. To set the Report Date, click the drop down arrow to the right of the Date: field to reveal a calendar that can be clicked with the mouse to select the desired date. Dates can also be entered into these fields by clicking in the data entry area to activate the cursor, and then typing the date from the keyboard.

Group By:

Filters:

While the parameters described above help to control the configuration and level of detail provided in the report, the filters are available for limiting the amount of data displayed.

Examples & Recommendations:

This report is almost exclusively run with the following parameters:

• Date: Today
• Group By: Route
• Group Lookup on RTE: Choose a single Route of interest
• No other filters set

This set of parameters and filters will result in a report that looks like the following example:

Data Columns:

Bag Number

This is the number of the moneybag which the driver has recorded in the ‘Bag #’ field on the handheld when servicing this POS. There is a blank line next to the bag number that provides the check-in manager or money room operator to place a check mark next to each bag turned-in.

If there is no bag number on the report, it most likely represents a ‘service only’ service type, with no collection.

Refund

This is the amount of money taken out of the collection, or from the refund fund bag to pay refunds on this machine. If the Route page in VendMAX has been set for ‘Use Fund for Refunds’, then all refunds will represent a disbursement from the Coin Fund. In this case, the amount recorded by the driver in the handheld under the ‘Refund’ field during the Vend Visit, will appear here.

Change from Recyclers

This is the amount of money taken out of the collection to replenish the bill recycler on this machine. If the Route page in VendMAX has been set for ‘Use Fund for Recyclers’, then the amount will represent a disbursement from a Recycler Fund.  The amount recorded by the driver in the handheld under the ‘Recycler from Fund’ field during the Vend Visit, will appear here.

Change from Fund

This is the amount of money taken out of the collection, or from the Coin Mech fund bag to replenish the coin mech on this machine. If the Route page in VendMAX has been set for ‘Use Fund for Changers’, then all coin mech top off will represent a disbursement from the Coin Fund. In this case, the amount recorded by the driver in the handheld under the ‘Change from Fund’ field during the Vend Visit, will appear here.

Total Disbursements

This is an accumulation of all Refunds and Coin Mech Top Off amounts for the day’s service. This represents the amount of money that should be missing from the Coin Fund that the driver left with in the morning.

# Empty Bags Returned

If you are keeping tight track of collection bags in your operation, you will have a record of how many bags the driver left with in the morning. This will be the number that they requested on yesterdays Driver Check-In Report. All of the bags that they had this morning should either be identified as having been used for a collection today, or returned empty and accounted for.

# Of Bags Requested for next day

This will be the number of bags that the driver needs for tomorrow, and is representative of the number of collect services scheduled. This will also establish how many bags should be turned in tomorrow.

Float Amount Checked In

This is the amount, as counted by the money room left at the end of the day. If the Route page in VendMAX is set for ‘Use Fund for Refunds’ and ‘Use Fund for Changers’, then this amount, when added to the Total Disbursements, should equal the ‘Float Amount Requested’ from yesterday’s Driver Check-In Report.

New Float Amount Requested

This is the value of the Coin Fund that the driver has requested for tomorrow. This amount will not usually vary day to day.

Keys Checked In?

This field is simply provided as a check box to verify that the driver turned in their machine keys at the end of the day.