Sales Group Setup

Overview:

Sales Groups only need to be set up if you plan to enter Sales counts for Sales Items (recipe items that are sold) manually. A Sales Group can be selected when Sales counts are entered to populate the items that appear on the Sales Entry grid.

Things to know!

• Please use this link to learn more about how and when to use Sales Entry - FAQs.
• The use of Sales Groups is optional.
• A Sales Group can be selected when Sales counts are entered to populate the items that appear on the Sales Count Entry grid.
• A Sales Group can control the sequence the Sales Items will be displayed.
• A Sales Group can be assigned to all Sites or specific Sites.
• 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 Groups:

To add, review, edit, or delete a Sales Group, navigate to Recipes & Sales>Setup>Sales Groups.  Upon selection, a grid will display a listing of the Sales Groups that were previously set up:

Name Column:  This lists the name of each Group that has been set up.

All Sites Column: If the Group has been assigned to all Sites, a Yes will be displayed.

Active Column: Unless a Group has been made inactive, all groups will display an Active status.

Last Updated and Updated User Columns: These columns display when the count was last updated and saved and the User it was Updated By.

+ Add, Export, and Search Options:

• The blue "+ Add" button is used to add a new Group (versus to view or edit an existing Group).
• The "XLSX" button will export the row information on the grid to a spreadsheet.
• The search option can be used to find any part of a word or date on the grid. Type in your search criteria to initiate the search. 

Special Column Tools:

• Magnifying Glass Only Icon: The magnifying glass at the top of each column in the above grid has a search function that enables you to search within that field. If you hover your mouse over the magnifying class you will see options to use to refine your search.
• Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date).
• All Incon: Columns that display "All" have a drop-down arrow on the right that can be used to select and filter for a specific status. For example, the Active column can be filtered for "Yes" items only.

Edit/Delete: Click the button to the right of the Group that you wish to edit or delete.

Sales Group Tab:

If you wish to edit or delete a Sales Item Group you can select the button on the right side of the Sales Type.  If you wish to add a new Sales Item Group then click on the blue add button at the top, center of the grid:

In the above example, we have selected to edit the Sales Item Group for Catering Items. When the edit is selected, we will land on the Sales Item Group Criteria tab.

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

Default to Display by Sequence: If you plan to put the Sales Items you assign to a Sales Item Group in a sequence that can be used for the display on the Sales Count Entry, then you can select display by sequence as the default (the default can be overridden).

Available to all Sites: If you have multiple Sites, and if you want this Sales Item Group to be available to all Sites, then check this box. If you do not check this box, a tab will appear for selecting the Sites you want this group to be assigned to.

Items Tab:

The Items Tab is for selecting the Sales Items to assign to a Sales Item Group. It uses the standard dual list box for available and selected items. An example is shown below:

Available and Selected: Listed under the Available column are all the Items that are available to be assigned to this Group, but have not been assigned. Listed under the Selected column are all the Items that have been assigned to this Group. To move an Item from one selection to another, check the box by the Item or Items you want to move and then hit the arrow direction < or > that you want to move them to.

Control the Order that Items Display or List: You can control the sequence that the selected items will display or list within a group using the Drag and Drop Button. To move a selected item up or down in the list, click on the button next to the item you want to move, hold the click, and drag the Item up or down the list with your mouse. 

Copy Items from Another Group: Items can be copied from another group using the "Copy Items" button at the bottom of the dual list box. The Items in the group that you select to copy from, will end up in the Selected column. Below is an example of the Copy Items feature if you click on the Copy Items button:

You can use the drop-down to select the group that you wish to copy from. The copied items will go into the selected Items list box underneath any items you may have already selected. If you check the box for updating the order of existing items, you will be able to change the order of the items after they are copied. 

Sites Tab:

Available and Selected: Listed under the Available column are all the Sites that are available to be assigned to this Group. Listed under the Selected column are all the Sites that have been assigned to this Group. To move a Site from one selection to another, check the box by the Site or Sites you want to move and then hit the arrow direction < or > that you want to move them to.

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.