Sales Transactions - Related Setup

he Net-Chef Sales Transactions screen relies heavily on settings established in Enterprise Manager. Some of these settings are company-wide, while others can vary from one location to the next. In order to maintain consistent and accurate sales data, these preferences must be set up correctly, and register information must be entered accurately.

Click on the toggler below for links to the tabs in the Enter Sales Transactions screen. Click on one of these links to see details about the specific data entered on that tab.

General Preferences

Corporate > Preferences

The "General" tab includes a Sales section that affects Net-Chef.

Register Readings Exclude Catering - If this box is checked, the application will assume that the register readings entered into the Net-Chef Sales screen do not include catering sales. Therefore, if any catering sale transaction are entered, those values will be added to the register readings to determine the total sales. If the box is not checked, the application will assume that the register readings entered are inclusive of any individual catering transactions that are entered.
Register Readings Exclude Charged Tips - If this box is checked, the application will assume that the register readings entered into the Net-Chef Sales screen do not include Charged Tips. If the box is not checked, the application will assume that the register readings include any Charged Tips values entered; these values will be subtracted from the register readings to determine the taxable sales.
Default GL on Net-Chef Sales Tab - This drop-down contains all General Ledger accounts that have been linked to the P&L grouping "Sales." The GL selected here acts as the default selection on the "Sales" tab of the Enter Sales Transactions screen. In order to use the "Calculate" button on the Sales tab, a default GL must be selected.

Location Taxation Setup

Corporate > Locations

The "Taxation" tab on the Location Details screen affects the way sales data for that location is handled when it is entered into Net-Chef. These selections are location-specific since different locations in different states or countries may have different sales tax requirements

Enter Register Readings in Net-Chef - This field defaults to "Net," but can be changed to "Gross." If "Net" is selected here, the application assumes that register readings entered in Net-Chef do not include sales tax. Therefore, applicable taxes will be calculated based on this value, and will be added to this value to determine gross sales. If "Gross" is selected here, the application assumes that register readings entered in Net-Chef do include sales tax. Therefore, applicable taxes would be subtracted from this value to determine the tax amount and the Net Sales amount.
Tax Retrieved From - This field defaults to "Calculation," but can be changed to "Manual Input." If the selection is "Calculation," sales tax amounts will be calculated automatically using the tax rate associated with the location’s state or province. If the selection is "Manual Input," sales tax will not be calculated by the application, and the "Sales Tax" tab in the Net-Chef sales section will become active. Sales tax amounts must be entered here manually and associated with the appropriate General Ledger entries.
GL Numbers - Sales Tax - Manual sales tax values cannot be entered in Net-Chef until at least one General Ledger number is selected in the Location Details screen. The General Ledger drop-down in the "Sales Tax" screen populates only with those GLs selected in this setup screen.

Daypart Setup

General > Daypart

The "Calculate" button on the Sales tab of the Net-Chef sales screen works in conjunction with Dayparts setup in Enterprise Manager. In order for things to calculate correctly, there must be dayparts set up with the following codes:

100 - this corresponds to the morning register reading
200 - this corresponds to the mid-day register reading
300 - this corresponds to the ending register reading

When the user clicks "Calculate," the application uses the other taxation settings to determine how to figure out tax amounts, then populates the Sales tab with the appropriate Net Sales amount for each daypart. If the location is entering gross amounts (including tax), the application will subtract the tax amounts from the register readings.

Anomaly Setup

General > Anomaly

Entries here will populate the “Event” drop-down on the Register Readings tab.

Weather Setup

General > Weather

Entries here will populate the “Weather” drop-down on the Register Readings tab.

The "Anomaly" and "Weather" options can be selected to indicate why the sales amounts reached (or did not reach) a particular level.