Create/Recent Sales Transactions

If the Sales data was imported from the Point-of-Sale system via the Crunchtime Data Pump, users can view or edit the data by opening the Sales Transactions screen and accessing the sales information for a specific date/register combination. If Sales data was not imported from the Point-of-Sale system, users can enter the data manually. Sales data retrieved from each cash register needs to be entered separately. The Standard Interface Guide provides detailed information about the format and content of the Standard Sales Mix import file.

The behaviors in this module vary based on several settings in Enterprise Manager.  For details on these setup items, see "Sales Transactions - Related Setup". 

 

1. For steps to create a new entry, click HERE:

1. From the Sales menu, click Create Sales Transactions.
2. In the pop-up, select a Register from the drop-down.
3. Enter/Select the Sales Date for the transactions.
4. Click Create to open the detail screen.
5. Skip to step 3.

2. For steps to view/edit an existing entry, click HERE:   {Note}: Edits to sales transactions are allowed until the sales data has been exported. After export, new sales data can be entered for days in posted periods only if the "NC–Enter Sales Transactions - Enter Sales for Posted Periods" User Group control is enabled for the current user.

1. From the Sales menu, click Recent Sales Transactions. To see the list of available columns, click HERE.  {Note}: The number of decimals displayed in this screen (up to 4) is determined by the Location's base currency.
2. In Connex environments, authorized users may select the Refresh POS Data button. This will update the screen with the latest Sales Mix data.  {Note}: Authorized users have the "NC-Enter Sales Transactions: Refresh POS Data" User Group control enabled.  For information about the repoll process, click HERE.
3. If necessary, Search by Register and/or use the Funnel (Filters) icon to filter the screen by any of the available columns.
4. To download and print the data displayed, click the Printer (Export) icon.
5. Click the View or Edit link for the desired register & date.

• Visible: Sales Date, Register, Total Net Sales, Overrings, Complimentary, Bank Deposits, Over/Short, Guest Count {Ending}.
• Hidden: Taxable Sales, Catering Sales, Sales Tax, Charged Tips, Gross Sales, Catering Accounts, Payment Media 1/2/3, Pasi Outs, Book Cash, Number of Voids, Admin. Notes, Equip Notes, Emp. Notes. (For column definitions, see the Totals tab.)

3. The sales information is divided into several tabs that divide the information into logical groups.  (Click on the "Sales Transaction Details" toggler below to see links for details about the specific data entered on each tab.)

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option.
  From the pop-up menu, check to show or uncheck to hide the desired tab(s).

4. After entering data on a tab, click the Disk (Save) icon before moving on to the next tab to be sure that the entries are saved.
5. When all sales transactions have been entered for the selected register & date, click on the Totals tab to view the results.
6. When finished, click the Disk (Save) icon, then click the X (Close) icon to exit the screen.

 

 

Key Reports:    

Sales Entry Summary	Consolidated Sales Entry Summary
Sales Transaction Summary	Consolidated Sales Transaction Summary
Cost Analysis	Consolidated Cost Analysis
Profit & Loss	Consolidated Profit and Loss
Catering Sales Summary