How do I import a manual sales entry?
**At the bottom you can download a template to use for importing sales**
Navigate to Manual Sales within Item Management
- Select Import Records in the bottom right:
- Select the three black dots to the far right of Import File to select the sales file to be imported from your PC **As a note Yellow Dog recommends importing CSV files rather than Excel files, to avoid issues with formatting**
- Select the three black dots to the right of Import Stores to select which store these sales will be applied to
- Configure the column headers- Right click in the column header and select the appropriate matching field as demonstrated below: **As a note: in addition to the Date/SKU/QTY & Retail columns, you also have the ability to import Discounts for items, and Reference field information if needed.
Take a moment to review your data, and once it is all configured correctly select import in the bottom right.
- When the sales have completed Select Close in the bottom right:
- Select Refresh Data at the top of your screen, and you will now see your manual sales appear:
Related Articles
What are Manual Sales Entries?
Manual Sales Entry Manual Sales Entry allows you to create simple, basic sales transactions using your inventory items without going to your POS. This can be useful for offsite sales, like a food truck in the example below. Choose the Store you ...How do I create a Manual Adjustment?
This video will demonstrate how to perform a manual adjustment Manual Adjustments To remove item quantities from inventory (waste, sampling, breakage, known theft, etc.) or to affect the on hand of a production item and its ingredient items, you will ...How do I create a Full Physical Inventory with a PA520?
This video will demonstrate how to create Full Physical Physical Inventory Physical Inventory Yellow Dog Inventory gives you the ability to periodically check actual on-hand counts against the counts as reported by Yellow Dog Inventory, and then ...How do I generate a Standard Report?
This video will demonstrate how to generate a Standard Report? Reports For detailed information on each report, please see the separate manual covering Reports. There are two main report features in Yellow Dog Inventory – Standard Reports and Saved ...What are Recipes?
This video will serve as an introduction to Recipes? How to Create a Recipe A recipe is a group of items that are combined to be sold as a single item in the Point of Sale. While there is only one kind of Recipe you can create, the same recipe can ...
Recent Articles
Yellow Dog/Spot On(Appetize) Integration Overview
The document will provide an overview of the Yellow Dog Spot On(Appetize) integration Integration Approach The integration between Yellow Dog and Spot On (Appetize) can be configured to be a 1Way (sales pull only) or 2Way (sales pull and item push) ...Yellow Dog/InfoGenesis Integration Overview
The document will provide an overview of the Yellow Dog InfoGenesis Integration Integration Approach This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) Sales – pulled in from a .txt file provided by ...Yellow Dog/Shopify Integration Overview
This document will provide an overview of the Yellow Dog Shopify Integration Integration Approach This integration can be set up in 4 primary ways: 1Way - pull sales only 2Way – pull sales and push on hands 2Way – pull sales and push items and on ...Yellow Dog/Simpony2 w/Oracle Integration Overview
This document will provide an overview of the Yellow Dog /Simphony 2Way integration Integration Approach The Yellow Dog/Simphony integration is a 2Way integration Sales – pulled in from files provided by Oracle once per day Codes – pulled from the ...Yellow Dog/NCR Silver Integration Overview
This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Codes For reporting codes are pulled from the NCR API For ...