Sales Details: Comps & Discounts

Use the Comps & Discounts tab to enter any comps or discounts for this register & date.

 

1. To create a new entry:

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. To view/edit an existing entry:

1. From the Sales menu, click Recent Sales Transactions.
2. If necessary, Search by Register and/or use the Funnel (Filters) icon to filter the screen by any of the available columns.
3. Click the View or Edit link for the desired register & date.

3. Click on the Comps & Discounts tab.

• All tabs are visible by default. You may not be able to edit certain tabs, based on user permissions configured in Enterprise Manager.
  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. Enter a Value for each General Ledger Name as appropriate. This tab contains all General Ledger accounts that are linked to one of the following P&L Substructures:  "Promo", "Beverage Promo", "Food Promo", and "Other Promo".  {Note}: The number of decimals allowed (up to 4) is determined by the Location's base currency.

• If the P&L Substructure is associated with the "Sales" GL Grouping, the entries will reduce Total Sales and Book Cash.
• If the P&L Substructure is associated with a "Payment Media" GL Grouping, the entries will NOT reduce Sales but will reduce Book Cash.

5. If necessary, use the Memo field to enter additional information (up to 40 characters) regarding a value. If populated via Sales Mix import, it can be edited here.
6. Click the Disk (Save) icon to save your changes.
7. If necessary, click click the Printer (Export) icon to download and print the entries on this tab.
8. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
9. When all entries have been completed for the selected register & date, click on the Totals tab to view the results.
10. When finished, click the Disk (Save) icon, then click the X (Close) icon to exit the screen.

 

 

 

 

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