POS Data Entry
To support Sales Forecasting and Ideal Scheduling (specifically in our labor-only solution), this screen can be used to manually enter or import sales, guest counts and check counts. These values can be entered by Hour, Daypart, or in 15 or 30-minute intervals, and by Revenue Center if utilized. Only one entry per calendar date is allowed and the system assumes that the "Business Day Begins at" midnight, so if a Daypart crosses midnight all sales after midnight that fall into that Daypart will be attributed to the previous date (when the Daypart begins). {Note}
Menu Path: Net-Chef > Sales: POS Data Entry
Screen Controls
Date Selector: Calendar widget; can select any date to view existing entries. The date selected here will also be the default in Step 2a below.
Download Template: Opens a pop-up for downloading a template in CSV format. User can choose 'Data by' option and toggle 'By Revenue Center' if desired. {Note}
Import: Opens a pop-up for importing the completed CSV template; just Browse and Upload the desired file.
Flex Import: Opens a pop-up for importing files in PDF, XSLX, CSV or TXT formats; just Browse and Upload the desired file.
+ (Add): Creates a new POS Data Entry.
Enter POS Data
- To create a new entry, click the + (Add) icon.
- In the Create New Transaction pop-up:
- Select the appropriate date.
- In the Data by field, choose the desired interval. {Note}
- If applicable, toggle to enable By Revenue Center.
- Click OK.
- For each Time Interval, enter the total Sales amount, # of Guests, and/or # of Checks.
- When ready, click the Disk (Save) icon to save your entries.
- To view entries for other days, select a specific date using the calendar control at the upper left.
- To delete the entries for a day, select the desired date as noted above and click the Trash Can (Delete) icon.
An alert message will appear asking if you want to continue; choose Yes or No. {Note}