Feature Overview: Manual Sales Entry

Feature Overview: Manual Sales Entry

 
Use manual sales to keep on-hand quantities and sales reports accurate when Yellow Dog can’t capture sales automatically. Common scenarios include trunk shows, off-site catering, promotional events, and employee purchases.

 
Go to Item Management > Manual Sales Entry.

 
Use manual sales whenever Yellow Dog is unable to record a transaction

Manual sales are available for all client types

 
  1. To create a manual sale, you must provide:
    1. Transaction date
    2. Item SKU
    3. Retail price
    4. Quantity
  2. You can optionally include:
    1. Discount
    2. Check or ticket number
    3. Transaction reference
  3. Manual sales:
    1. Update on-hand quantities
    2. Appear in all sales reports
  4. Manual Sales dated after the closeout can be edited within the module by clicking the  to the right of the transaction 
  5. You can process returns by entering a negative quantity.
  6. Manual sales can be imported in bulk.
  7. You can’t backdate manual sales before the closeout date.
 
  1. Use CSV formatting when importing manual sales.
  2. If you enter manual sales regularly, complete them 2–3 days before a physical inventory to ensure all transactions are reflected before counting begins.
 

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