What should I do about my effective date & time if my POS Sync only sends a sales file once a day?

What should I do about my effective date & time if my POS Sync only sends a sales file once a day?

Setting the Physical Inventory Effective Date & Time for POS Syncs that use Roll-up

For syncs with daily sales roll-up, make the effective date and time is for 11:59 the day before counting.

 

With Roll-up, Sales report at 12:00 exactly so even if it's set to 8am, it’ll look right initially, but there will be variances when the sales are loaded the next day. 

    • Related Articles

    • 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 ...
    • What is Closeout Date?

      System Closeout Date You can define a global closeout date that will prohibit any back-dating of manual adjustments, manual sales, purchasing documents and physicals from going past this date. It should be moved forward as you close out the month or ...
    • What are POS-Only Sales Reports?

        The POS-Only Sales Reports will show all sales captured from the Point of Sale (POS) and if those sales were assigned to items or recipes.  We recommend users utilize this report to ensure all of their products being sold are assigned to items in ...
    • Reporting Explained Sale By Hour of Day

      Business Need:  This report is helpful for users who want a report to show sales organized by hour of day that the sale occurred. How it Works:  A Sales>By Hour of Day report shows a summary of sales organized by the hour that the sale occurred. ...
    • 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 ...
    • Recent Articles

    • Send Saved Report Emailing

      You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Updating Count XL Application

      You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...
    • Removing Items with On-Hand Quantity (Decimal)

      You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...
    • ZD411 Printer Troubleshooting

      Labels Skipping When Printing When you are not able to print labels or labels are skipped when printing you will need to adjust the sensor inside the printer. If your labels are skipping when printing, make sure you have adjusted your sensor. To do ...