Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview
The Manual Sales Count Back Import is used by the retailer when they has a special event or off site sales and need to account for the sales (they did not use a POS). This allows the temporary store to post the sales and inventory back after the event is completed. Physical quantity is the remaining count and not the units sold.

To import manual sales details into the database it is a two step process. First the transaction number must be generated using the manual sales import and then the actual manual sales item details must be processed. This two step process will only initiate the manual sale, an authorized user must commit the manual sale to complete the process. Make sure that the item you are selling is in the store that the transaction is being applied to. A common error is to check the venue warehouse balances for the item but not confirm that is in the store.The manual sales function is often used by the retailer when they has a special event or off site sales where they did not use a POS. This allows the temporary store to post the sales and inventory back after the event is completed. That is why physical quantity is the remaining count and not the units sold.

Note: Once successfully completed, the manual sale will be initiated. The user must now complete the transaction by committing the manual sale using the CAS Transaction>Inventory>sales>commit manual sales.  Commit Manual Sales

...