Sales Details: Manager Notes

The Manager Notes tab allows a manager to record notes about the day's business.

 

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. To enter notes for this register & date, click the Manager Notes 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. To describe the weather conditions, select an entry from the Weather drop-down and enter the Temperature.
5. To describe any anomalous events or conditions that occurred that day, select an entry from the Event drop-down.
6. To enter any Administrative, Equipment, or Employee notes, click in the appropriate field and enter the information.
7. Click the Disk (Save) icon to save your changes.
8. If necessary, click the Printer (Export) icon to download and print the entries on this tab.
9. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
10. When all entries have been completed for the selected register & date, click on the Totals tab to view the results.
11. When finished, click the Disk (Save) icon, then click the X (Close) icon to exit the screen.

 

 

 

 

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