Sales Templates

Overview:

Sales Templates are used to select and populate the Sales Items that will be displayed on the Sales Entry feature. These templates are optional. They make sense to set up if you will be frequently entering Sales Counts for the same (or mostly the same) Sales Items.

Things to know!

Please use this link to learn more about how and when to use Sales Entry - FAQs.
The use of Sales Templates is optional.
A Sales Template can be selected when Sales counts are entered to populate the items that appear on the Sales Count Entry display.
A Sales Template can control the sequence of Sales Items will display.
A Sales Template can be assigned to all Sites or specific Sites.
A Sales Template makes sense to set up if you will be frequently entering Sales Counts for the same (or mostly the same) Sales Items.
A Sales Template can be used instead of Sales Item Groups or in combination with Sales Item Groups.
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 Templates:

To add, review, edit, clone, or delete Sales Templates, navigate to Recipes & Sales>Setup>Sales Templates. Upon selection, a grid similar to the one below will display a listing of all of your previously configured Sales Templates:

Name: The name for the Sales Template. Use a name that will help you or your Users recognize the Sales Items that will be included in this template.

All Sites: This indicates whether a template has been assigned to all Sites or not. This column only displays when you have multiple Sites and are logged into your company.

Active: This displays the status of your template.

Last Update: The last date that edits were saved for this template.

Last Updated User: The User that made the last edits that were saved for this template.

+ 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.

Clone: A template can be "cloned" (copied) to a new template. If you believe it will save time to start with an existing template and modify it, versus setting up a new one from scratch, then use the Clone feature.

View or Edit a Sales Template:

To view or edit a SalesTemplate, click the "Edit" key in the row of the Template name you wish to edit. In the below example, we have selected to edit Special Event Sales Items:

The Sales Template Tab:

In the above example, we have selected to Edit the Catering Items Sales Template:

Sales Template Name: This is a required field for the name of the Sales Template. Ideally, the name will imply or help Users recognize what Sales Items are assigned to the template.

Active: A Template can be made inactive by removing the checkmark. It can later be made active again by restoring the checkmark.

Available to All Sites: This field will only display when you are logged into your Company and you have more than one Site. Check this box if the Template will be used by all Sites.

Next: The next button will advance you to the Items tab.

Save: The Save button will save your entries.

Save & Exit: The Save & Exit button will save your entries and exit back to the Sales Templates Grid.

Delete or Exit: The Delete button deletes your entries and the Exit button will exit without saving.

The Items Tab:

Click on the "Next" button or on the "Items" tab to move the Items tab. The Items tab is utilized to select the Sales Items, the sequence of the Items, and any Sales Groups, that will apply to the Template. Below is an example of the Items Tab for the Catering Sales Items template:

The example above shows the Items Tab for a Sales Template. This grid is used for adding groups and sales items to the grid. Comments are optional. The toolbar on the grid is explained below:

Items/Group Name: In this example, these are the Sales Items that have been assigned to the Catering Items Template. In the above example, groups have been created for Salads, Sandwiches, and Catering Items (they are displayed in a light blue background).

Special Item Configuration Buttons: The buttons at the top of the display provide additional item configuration tools as described below:

Indent Icon: Use the Indent icon (right-pointing arrow) if you want to arrange items on the Items Grid in a group on the Template. You can give the group a name. In the above example, groups have been created for Salads, Sandwiches, and Catering Items (they are displayed in a light blue background).
Plus Icon: Use the Plus icon to add a new Item to the Template. If you click on the plus you will be presented with a list of possible Sales Items. You can search and select the item using the display. Once an item is selected, you will see it on the items grid.
X Icon: The X icon is a delete button. Use the X button to delete an item that is currently on the Template. First, find and highlight the item you wish to delete. After the item has been highlighted you can click the X button to delete the item.
Up Arrow: Use the up arrow icon to move an Item up in sequence on the Template. Highlight the Item first then click the arrow.
Down Arrow: Use the down arrow key to move an Item down in sequence on the Template. Highlight the Item first then click the arrow.

The icon above is a drag-and-drop button that is located to the left of each item on the items grid. You can use your mouse to click and hold the drag button and then drag the associated item up or down in the list of items on the item grid.

The Sites Tab:

The Sites Tab is utilized to select the Sites that the Template will apply to. This Tab only displays if you have more than one Site and did not flag the Template to be available to all Sites. Below is an example of the Sales Template Sites Tab:

The Sites tab utilizes the standard dual list box to display available and selected Sites.

Available and Selected: Listed under the Available column are all the Sites that have not been selected for this Template. The Sites in the Selected column have been selected for this template. 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 > you want to move them to. You can also double-click on a site to move it from one column to the other.

Save, Save & Exit, and Exit

At the bottom of the screen are the Save, Save & Exit, and Exit buttons.

Save - Saves the entry or entries without exiting.

Save & Exit - Saves new entries and exits back to the Sales Templates grid.

Exit - Exits without saving any new entries or edits. If there are new entries you will be asked, "Are You Sure".