Sales Details: Register Readings

Use the Register Readings tab to enter/edit the readings 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 Register Readings 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/Edit the data noted below:  {Note}: For monetary values, the number of decimals allowed (up to 4) is determined by the Location's base currency.

• Z Reading Number – The number from the POS sales record, if any.
• Beginning Reading – The total value in the register at the start the day.
• Morning Reading – The total value of sales up to the time of this reading.
• Midday Reading – The total value of sales up to the time of this reading; this includes the Morning Reading values.
• Ending Reading – The total value of sales for the entire day; this includes the Morning and Midday Reading values.  {Note}: Morning, Midday and Ending register readings may be Net or Gross Sales and may or may not include catering sales and sales tax, depending on corporate settings. It is important that all data be entered the same way. (See "Sales Transactions - Related Setup" for more details.)
• Total Tax Exempt Amount – The total amount of sales that are tax exempt.
• Non-Register/Gift Sales – This field can be used to enter Gift Card sales.
• Charged Tips – The total amount of tips charged on credit cards.
• Total Overring Amount – The total value of overring sales transactions.
• Total Void Amount – The total value of voided sales transactions.
• Number of Voids – The total number of voided sales transactions.
• Morning Guest Count – The total number of guests served up to the time of this reading.
• Midday Guest Count – The total number of guests served up to the time of this reading; this includes the Morning Reading values.
• Ending Guest Count – The total number of guests served for the entire day; this includes the Morning and Midday Reading values.

5. Click the Disk (Save) icon to save your changes.
6. If necessary, click the Printer (Export) icon to download and print the entries on this tab.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When all entries have been completed for the selected register & date, click on the Totals tab to view the results.
9. When finished, click the Disk (Save) icon, then click the X (Close) icon to exit the screen.

  

 

 

 

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