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 wish to adjust the items from.
- Click on the arrow of the next blank line; this will make all fields editable in that line.
- Search for items to adjust by clicking on the SKU ellipses.
- You can also change information such as Transaction Date, Retail, Discount, Reference and Ticket by selecting those fields.
- Enter in the quantities to adjust by using the + or – buttons or by manually entering in a number.
- Once you’ve reviewed the sale, click on the Green Arrow to commit the line your working on or you can use the button on the bottom right corner to “Commit All Open” sales.
Related Articles
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 ...Reporting Explained: Inventory Adjustments - Manual
Business Need: This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time. How it Works: A Manual report shows a detailed list of manual adjustments that were made to ...Reporting Explained: Sales By Day
Business Need: This report is helpful for users who want a summary of sales by location over a period. How it Works: A Sales>By Item report shows a summary of sales for your stores in Yellow Dog. Generating the Report: Go to the Standard Reports ...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 ...Reporting Explained: Inventory Adjustments Manual by Store and Accounting
Business Need: This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time summarized by store and accounting code. How it Works: An Inventory>Adjustments>Manual by Store ...
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 ...