Overview
As part of the perpetual Inventory capability, the Purchasing and Inventory system can deduct stock from Inventory based on Sales information entered by the user. This Sales information is determined by the Sales reported on the POS system.
Creating Recipes for Sales to be Assigned To
Please refer to the following article in order to create Recipes for all sale items. If the item is a Retail item, assign the PLU number against the Product as per the process detailed within the article - Purchasing & Inventory - Creating a Recipe
Assign each PLU (Sales Item) to either a Product or a Recipe:
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For a Recipe
- Select Recipe Center in the Recipe drop-down menu
- Select the required Recipe and then select Details
Fig.1 – Details Button
- Go to the Advanced tab and enter the information into the PLU field
Fig.2 – Advanced Tab & PLU Code Field
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For a Product
- Go to Property > Products
- Select the required Product and then Details
- Select the Retail tab
Fig.3 – Retail Tab
- Enter the required information in the PLU and Price fields
Fig.4 – Price and PLU Fields
- Select Save for each entry
Entering the POS Sales
To enter the POS Sales:
- Go to Recipes > Recipe Sales > Enter/Maintain Sales History, as per Fig.5
Fig.5 – Enter/Maintain Sales History Menu
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Select the correct Posting Period (the point where the Sales actually occurred)
- Please Note: Sales can only be posted to an open period
- Enter the correct Posting Date to ensure that the Sales are posted to the correct date
- Select the Outlet which the Sales are for
- Select either Add Item using the Recipe Number/PLU or Search Items to add items
- Both a Sales quantity and the Revenue associated to those Sales needs to be entered
More information on the fields displayed within this screen is detailed in the table below.
Fig.6 – Add/Search Items
| Field | Description |
| Recipe | Recipe Number, can be entered manually if known |
| Recipe Description | The name of a Recipe, a drop-down list of Recipes will appear if key words in the Recipe Name are used |
| PLU Code | If the PLU number is linked to a recipe, the recipe will populate when the PLU number is typed in. Please Note: The PLU number must exist within the system in order to be used |
| Attributes | Additional descriptions used on Retail products |
| Purchase Info | Dependent on the information entered in the Product Master. This information is not mandatory |
| Sales Unit | The portion size which is driven by the recipe |
| Quantity | Quantity of Sales for that day |
| Sales | Sales for that day, net of any Taxes |
| Posted On | Automatically populated when the next item is added |
- When all Sales for that Outlet for the day have been entered, select Post Sales
Sales can be entered monthly, but it is recommended that it is completed daily, otherwise the stock on hand is not updated.
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