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?

Effective Date & Time - How should I set it?

                                    

Reminders:

Effective Date & Time:

This is the date and time your on-hand counts will be applied to your system as of. In other words, you are telling Yellow Dog, as of X date and time we had X amount of product on hand.

Closeout Date:

Once a full physical has been completed, the closeout date will update to match the effective date. This puts a hard close to the period and prevents any backdating to occur prior to the Physical.

Setting the correct effective date and time will ensure that on-hands update correctly once a physical is complete and guarantees that sales will be processed the following day without issue, especially if your location only receives sales once a day. To determine the correct effective date and time you will first need to confirm whether your sales report hourly, or as a ‘roll-up’ at midnight. 

Roll-up Locations:

Examples of this are Simphony 2 & Resort Suite. If you are uncertain about how your sales are received, reach out to the helpdesk for assistance.  

Your POS provides all sales once a day at approx. midnight, and the sales for that day will be listed as happening at 12am. These locations should set the Effective Date and time to 11:59pm. This will update your closeout date to the date that you counted. For example, if counts were collected in the evening of 18th, or the morning of the 19th prior to opening the effective date should be set to 11:59pm of the 18th. This will update the closeout to the 18th. When Sales come in at 12am on the 20th for the day prior (the 19th) they will be pulled in and processed appropriately. If the close out date updates to the 19th, those sales will not be able to be processed when they come, because the system will see it as attempting to backdate prior to the closeout date.

Hourly Locations:

Your locations receive sales hourly, and your effective date and time should be set to match when your counts were collected.



 





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