Daily Sales Procedure

Pear Tree
2016-11-10 15:47

Daily Sales Procedure – Dealership

 

  1. Run the Payments Report.

    From the top menu bar, select [Sales], [Parts], [Daily Menu], and then [Payments].  The Payments Report screen opens.

 

·      Enter the Till ID or leave the field empty to view all tills.

·      Enter the start date of the report in the From Date field or click on the box to select from a calendar.

·      Enter the end date of the report in the To Date field or click on the box to select from a calendar.

·      Click Print to generate a report.

·      Compare the printed report to your manual till count.

 

2.     Update the Daily Sales.

From the top menu bar, select [Sales], [Parts], [Daily Menu], and then [Daily Update].  The Daily Sales Update screen opens.

 

·      Click on the Line # to view sales transactions for that date. The details of the transactions will be displayed.

·      Review the details of the transactions.

·      If you wish, click Print Payment Details to print the Till Payment Type Details Report.

·      Click Submit to move the transactions from the sales module to the financial module.  The transactions will now be unposted transactions in the General Ledger.

·      Repeat the previous steps for each of the remaining transactions on the [Daily Sales Update] screen.

 

 

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