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 ...How do I create an item if I am a retail customer?
Creating a new item for Retail: Once logged into Yellow Dog navigate to Create New Item Select the Level and Vendor for the item you are creating, and the SKU will be automatically generated.(If the level or vendor do not exist already choose the ...
Recent Articles
Yellow Dog/Resort Suite Integration Overview
This document will provide an overview of the Yellow Dog Resort Suite Integration Integration Approach This is a two-way file exchange integration – we pull sales and push items Sales – pulls sales from a CSV file Summary: will provide sales as a ...Yellow Dog/Spa Soft Integration Overview
This document will provide an overview of the Yellow Dog Spa Soft Integration Integration Approach This is a 2Way integration – pulling sales and pushing items Sales – pulled in from the Spa Soft API Multiple RVCs are support per Yellow Dog store ...How To: Create Interface Codes for Spa Soft
This document will review creating new interface codes for the Spa Soft Integration in Yellow Dog Software Overview If additional Department, Class, Division, Cuserdef1, Cuserdef2, Cuserdef3, PMS Posting IDs need to be added to items in Yellow Dog ...Yellow Dog/Brink Integration Overview
This document will provide an overview of the Yellow Dog Brink Integration Integration Approach This is a 1Way Integration – pulling sales only Sales – pulled in from the Brink API Mapping Recipes For ingredients to be depleted from inventory, all ...Best Practices for Collecting Inventory Accounts During Business Hours
This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are ...