How To: Address missing item sales when communication with the Point of Sale is down

How To: Address missing item sales when communication with the Point of Sale is down

When there are communication issues between Yellow Dog and the Point of Sale users may need to ring items up as 'Open Retail' if the  issue is preventing items from pushing to the Point of Sale

  1. Permissions to view and edit manual adjustments 
                              OR 
  1. Permission to view and edit manual Sales 





Users can choose one of two methods to address missing sales
  1. Manual Adjustments – Updates on-hand quantities only.
    1. Note: Sales reports will not include these sales.
  2. Manual Sales Entries – Updates both on-hand quantities and sales reporting.
    1. Use this option to keep sales data aligned with the POS.

Manual Adjustments 

  1. Go to the Inventory Items screen.

  2. Filter to locate the affected items.

  3. Select the item(s) and click Adjust On-Hand Quantity.

  4. Choose the correct outlet.

  5. Enter the quantity of items to remove.

  6. Under Accounting, select an account and add a reference.

  7. (Optional) If you have permission, backdate the adjustment to the original transaction time.

  8. Click Submit.

Manual Sales Entry

  1. From the Store dropdown, select the outlet.

  2. Click the arrow to start a new transaction.

  3. In the SKU column, select the three black dots (⋯) to open the item lookup.

  4. Select the item to apply the sale to.

  5. Enter the date and time of the transaction.

  6. Enter the quantity and retail price.

  7. (Optional) Add a transaction number, reference, or discount.

  8. When all items are entered, select Commit All Open



Figure1: Sample of what the Manual Sale Entry page looks like with a committed sale, and ready to add an additional sale
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