As a result of the sale of menu items belonging to the Stock item class, the corresponding stock items must be deducted from a store. Volume of a stock item to be deducted as a result of the sale of a portion of a menu item is specified in the attributes of this menu item.
Sales records – store documents that account for adjustment of stock item levels as a result of the sale of menu items.
Sales records are usually generated when a business day is closed. The settings in the directory determine how often sales records will be generated in a particular division. They account for the stock item deductions required by sales of all dishes and goods made throughout the day within this division.
Sales records cannot be deleted.
Sales record specifications include stock items associated with sold menu items. Stock items can be included in sales records as standalone items or as ingredients in recipes of other stock items.
If a stock item in the sales record has a recipe, i.e. it is a compound item, its recipe items are included in the sales record. Stock item concurrence assigned to the compound item is also taken into account. Ingredients can be added to specifications either automatically (if they are described in the directory as components of the recipe) or manually (if the recipe is not available or it needs to be edited).
Sales records are generated automatically. However, the command in the context menu of the list allows sales records to be manually processed. The order in which sales records are registered within one division is set in the directory. Depending on the settings configured for a division in the Divisions directory, sales records may be processed automatically on creation, or manually (only after the Registered has been applied by the user).
Sales records have different statuses at different stages of processing:
Not ready – denotes that changes can be made to the record.
Ready – denotes that no changes can be made to the record. This record is not run on the store. Only the status can be altered.
Registered – assigning this status to the record makes it disabled for changes and available for processing by the storekeeping system. Only the status can be altered.
Deleted – the record is marked as deleted and being processed by the storekeeping system.
Records created on POS terminals have either the Not ready or Registered status. The Not ready status is only applied if manual processing is specified for the division that the POS terminal belongs to. Sales records with the Ready or Registered status are read-only. To make them editable, the status must be changed to Not ready. Applying the Registered status makes the record available to the storekeeping system for processing.
The Deleted status can only be applied to a sales record automatically, and only if all sales for the business day have been deleted from the system.
Stock items in a sales record also have statuses. These statuses are applied automatically on processing by the storekeeping system.
A document specification item can have one of the following status:
OK – denotes that processing was successful.
Stock-in volume does not cover stock-out after changes. – this occurs when the on-hand supply of a stock item is less than the amount by which it has been depleted.
Stock-in date cannot be the same or later than the date of a Stock-out directly associated with it – occurs if the date that a stock item arrived is specified as later than the date the stock item was dispatched.
Enter stock-in amount – occurs if the stock-in amount has not been entered.
Theoretical on hand stock has changed since last calculation – applied if on-hand level was changed during processing.
Record missing (internal error) – displayed when a record is missed during processing. Internal program error.
Internal error: record cannot have null volume – occurs when a null value is discovered in a stock item volume during processing. Internal program error.
Stock item sales records are kept in the list.
The sales records list can be displayed for selected stores or business days in a specified date range:
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