Troubleshooting - How To: Resolving Unassigned Sales

Troubleshooting - How To: Resolving Unassigned Sales


All sales must be assigned to properly track inventory during an event.

Unassigned sales will be reviewed, and troubleshooting completed either during your event or before you begin reviewing stand reconciliations.

Unassigned sales occur when the POS Item is not assigned to the stand. 


STEP 1: Run the All Sales Captured Report

1. On the left hand menu select Reports \ Standard Reports.


2. Select the Troubleshooting folder then click All Sales Captured.


3. Update report filters.
      • Check Hide Assigned.
      • Use the date dropdown to select Today.


4. Click Generate.

STEP 2: Copy the item SKU from the All Sales Captured Report

1. Right click the POS SKU cell and click Copy Selected Cell.


2. Review the Store Name column and remember the name of the store associated with the unassigned sale.


3. If you have multiple unassigned items, minimize the report by clicking the “-“ button at the top right of the report so you can easily pull up the report and troubleshoot other items later.

STEP 3: Assign Item to Store

1. Navigate to Item Management/Inventory Items and paste the POS SKU in the search field by pressing CTRL+V on your keyboard.


2. Click to highlight the item and select Edit Item.
This will launch the Item Editor.


3. Select the Stores tab then click Show All Stores.


4. Click the Available box on the row for the store that the unassigned sale was associated with.
The box will now be filled in, designating this POS Menu Item as available in this stand.

5. Click Save and Close to exit the Item Editor.
 

STEP 4: Reprocess Sales

1. Navigate to Item Management/Recipes and use the search field to search for the item’s recipe.


2. Click to highlight the recipe then select Reprocess Sales.


3. Set the date and time to the start date and time of the event then click OK.
Reprocessing of sales related to this recipe is complete when you receive the confirmation pop-up.




Warning
Note: The Sales will be updated and reflected correctly in Yellow Dog after the next run of your POS sync.


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