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 18^th, or the morning of the 19^th prior to opening the effective date should be set to 11:59pm of the 18^th. This will update the closeout to the 18^th. When Sales come in at 12am on the 20^th for the day prior (the 19^th) they will be pulled in and processed appropriately. If the close out date updates to the 19^th, 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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