Daily Sales Procedure
Daily Sales Procedure – Dealership
- 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.