Sales Types Setup

Overview:

Sales Types need to be set up if you plan to enter Sales counts for Sales Items (recipe items that are sold) manually. A Sales Type is selected when Sales are entered so COGS-Well can isolate manually entered Sales Item counts from counts imported from your Point of Sale system.

Things to know!

• Please use this link to learn more about how and when to use Sales Entry - FAQs.
• At least one Sales Type needs to be set up if you plan to enter Sales manually.
• A Sales Type will identify manually entered Sales Item counts from counts imported from your Point of Sale system.
• This feature will only be accessible and visible to users who are given access to it.
• Sales Entry needs to be enabled in your Company Settings for this feature to be accessible.

Add or Edit Sales Types:

To add, review, edit, or delete a Sales Type, navigate to Recipes & Sales>Setup>Sales Types.  Upon selection, a "Find Grid" will display a listing of the Sales Types that were previously set up:

Find Grid Definitions:

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new transaction.
• The "XLSX" button will export the information on the grid to a spreadsheet.
• The search option can find any part of a word or date on the grid. When you start typing your search criteria, the search will be initiated.  

Edit/Delete: Click the Edit or Delete button to the right on the row of the Item that you wish to edit or Delete.

Sales Type Criteria tab:

In the example below, we have selected to add a new Sales Type:

Sales Type Name: Select a name for the Sales Type that helps you remember which one it is or that makes it unique (especially if you are configuring more than one Sales Type. Examples are "Catering Sales" or "Online Sales".

Default Sales Template: If you have set up a Sales Template(s) then you can use the drop-down if you want a Sales Template to default when you enter sales counts for this Sales Type.

Default Sales Group: If you have set up a Sales Group(s) then you can use the drop-down if you want a Sales Group to default when you enter sales counts for this Sales Type.

Save or Exit:

Save - Click the save button to save your entry.

Exit - Click the exit button to exit.  If you have made unsaved changes, you will be asked if you are sure.