Sales records are used to describe the deduction of stock items as a result of the sale of menu items belonging to the Stock item class. For example, the deduction of 200 ml of the "carrot fresh juice" stock item after the sale of 1 portion of the "carrot fresh" menu item.
When a sales record is processed by the storekeeping system, the stock levels of those stock items which are associated with relevant menu items or ingredients of a recipe will be adjusted accordingly.
If a menu item is associated with a simple stock item, its volume will be adjusted as a result of processing a sales record. If a menu item is associated with a stock item with a recipe, the deduction of this stock item or its ingredients will depend on stock item concurrence.
The document list is used for viewing and managing sales records created for selected stores and date ranges.
Location: - - .
The list of sales records can also be opened using the command from the context menu in the directory.
Data grid columns:
Number – sales record number. If the sales record store status is Running or Execution error, an additional icon is displayed to the right of the number.
Date – date and time the sales record was created.
Description – short description of the sales record.
Store – name of the store for which the sales record was created.
Business day – the business day in which the stock items were sold.
Employee – user name of the employee who opened the business day.
Division – name of the division where the business day was opened.
Total by cost price – cost price of stock items in the sales record.
Status (overall) – overall status of the sales record.
Status – sales record status.
The user can assign one of the following statuses:
Not ready – document is open for changes. Document has not been run on the store, or has been run but results were canceled.
Ready – document is locked and cannot be edited. Document has not been run on the store.
Registered – the document is ready and has been run on the store. It cannot be edited.
Status (store) – sales record status after having been processed by the storekeeping system. The status can be one of the following:
OK – document successfully processed on store.
Running – document is being processed by the storekeeping system.
Execution error – error occurred when processing the document.
System – system objects tag.
Context menu contains the following commands:
(F2) – edits sales records.
– processes sales records in the storekeeping system.
This command is only available for documents with the status Execution error.
– menu with the commands to alter the document status.
When selecting one or more documents with the same status, their current status will not be available in the context menu. When selecting documents with different statuses, all possible statuses will be available in the context menu.
– menu with the commands to export files into an external file or update package.
– menu with the commands to operate the clipboard.
(Ctrl+P) – generates print layouts.
– menu with the commands to manage summary functions of the data grid.
– menu with the commands to operate the data grid.
The and windows are used for editing attributes of entries included into the document list.
© Tillypad 2008-2012
