Sales Entry

Overview:

The Sales Entry feature is for manually entering Sales Item transaction counts that are not imported from your Point of Sale system. Examples are catering, retail, or online Sales Item sales that are not processed through your POS.

Things to know!

"Sales Items" in COGS-Well are Recipe Items that are sold.
Please use this link to learn more about how and when to use Sales Entry - FAQs. This FAQ article also reviews Sales Type, Sales Templates, and Sales Item Groups.
At least one "Sales Type" needs to be defined before you can enter Sales Counts.
A "Sales Template" can be used to select the Sales Items that will display on the entry grid.
A "Sales Group" can also be used to select the Sales Items that will be displayed on the entry grid.
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 A Sales Count:

To add, review, edit, or delete Sales counts, navigate to Recipes & Sales>Entry>Sales. Upon selection, a Sales Count transaction Grid similar to the one below will display a listing of any previously entered and saved Sales Counts:

Sales Transaction Grid:

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 button to the right of the row that you wish to edit or delete.

Site Name Column: This lists the Site that the count is for.

Sales Date Column: The date the count was recorded for.

Sales Type Column: The Sales Type the count was entered for.

Group/Template Column: If a Sales Group or Sales Template was selected when the count was entered, the name will display.

Created Column: The date the count was recorded.

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

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

Special Find Grid Search, Filter, and Sort 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).

Add Sales - Criteria Tab:

Click on the blue "+ Add" button to add a new Sales Count. You will land on a Criteria Tab for the new count similar to the one shown below:

Site: If you have multiple Sites and are logged in at the Company level, then use the drop-down search to select a Site. This is a required field.

Sales Date: Use the calendar to select a date that the count was taken. This is a required field.

Sales Type: This is a required field that COGS-Well will use to identify that the sales item counts were entered manually and not imported from your Point of Sale system. Use the drop-down to select.

Sales Template: If you set up Sales Template(s) then you can use the drop-down to select a template.

Sales Item Group: If you set up Sales Item Group(s) then you can use the drop-down to select a Sales Item Group.

Add Sales Counts - Entry Tab:

In the example below, we have selected to enter a count using "Catering Sales" as the Sales Type and "Special Event Sales Items" as a Sales Template.

Once your Criteria are selected, click on the "Next Button" or the "Entry" tab and a count entry grid similar to below will display:

Sales Count Entry Grid: All Items meeting the Criteria will be displayed in the entry grid. In the above example, we have entered the Quantity Sold for the first two Sales Items. The Retail Price for a Sales Item can be edited.

Special Toolbar Buttons: The buttons across the top right of the count entry grid provide additional features as described below:

Plus Button: Add an item to the Count Entry grid. This button will invoke a search and select Sales Items that are not already on the entry grid.

Arrow Up Button: Collapse all the Sales Categories or Groups to navigate to a specific Category or Group.

Arrow Down Button: Reverses the above Collapse feature.

Funnel Button: This button will filter out all of the items that do not have a count entry. This is a way to only view or edit counts for Items that have quantities sold entered.

Save, Save & Exit, and Exit:

Save Counts: The Save Counts button will save the counts you have entered.

Save & Exit: The Save & Exit will both save the counts that have been entered and then exit back to the sales count transaction grid.

Exit: If you Save before you Exit, and don't make any subsequent changes or additions, the Exit Button will exit back to the count entry grid. If you have any entries that have not been saved then you will be prompted whether you want to save the changes.