Sales/Misc

Sales/Misc (or Daily Data Entry) can add any miscellaneous daily data the site requires.

Sales/Misc Form Overview

A labeled overview of the Sales/Misc utility.

1

Form

The type of data forms available.

2

Search

Look for fields by their Description.

3

Value

The field to adjust in the selected Form.

Things to Know

Is it possible to add a new form to the Add Sales/Misc screen?

From the Form dropdown, select the type of daily reporting form to complete. The forms available from the Form dropdown are created by the Xenial RTI Back Office Administrator. Contact them to request any changes.

What if the exact date is unknown when it is necessary to adjust sales/misc data?

if the exact date is unknown, define a custom date range from the Search Criteria form that includes the date that needs to be adjusted.

Sales/Misc - Instructions

Step by step instructions for Sales/Misc are provided here:

Search Sales/Misc

FoodSales/MiscSearch Criteria

  1. To search for a specific site, type the Store # or Store Name into the Search field.

  2. Select the box next to the target site(s) in the Store List. To select all sites in the Store List, select the box to the left of Store # at the top of the list.

  3. With the target site(s) selected, select the calendar icon in the date selector to choose a date range for the search.

  4. In the calendar popup, adjust dates as needed and select Apply.

    It is also possible to select Period/Week, Today, or Yesterday as the search date or date range. Once the desired date range is configured, select Apply.

  5. Select Search. Any records that match the Search Criteria will display in the utility to the right.

Add/Change Sales/Misc

FoodSales/Misc

  1. To add Sales/Misc: Select Add Sales/Misc. Proceed to step 2.

    To change Sales/Misc: Select the site to work in, and add a date. The date is derived from the cash sheet. If unaware of the exact date, add a date range in the Begin Date and End Date fields and select Search.

    Select the vertical ellipsis next to the date to change and select Change. Proceed to step 4.

  2. Select the site.

  3. Select the date.

  4. Select the Form that contains the target Sales/Misc parameters to change.

  5. Adjust the Value for each target parameter.

  6. Select Save.

Delete Sales/Misc

FoodSales/Misc

  1. The screen displays a list of sales information entries for the last seven days.

  2. If the target entry is not displayed, select the site via the Search Criteria, and add a date. The date comes from the cash sheet. If unaware of the exact date, add a date range in the Begin Date and End Date fields and select Search.

  3. Select the vertical ellipsis next to the entry to delete and select Delete.

  4. The screen displays a confirmation popup asking if this is the Sales/Misc to delete.

  5. Select Yes.