Enter Daily Sales
Modified on: Fri, 2 Sep, 2022 at 9:03 PM
This is a step-by-step guide on how to manage the daily sales on your account. A video tutorial is available inside the BACON app: https://app.clickbacon.com/tutorials?tour=sale-start
To enter daily sales, hover over the "Transactions" option on the left corner of the screen. The “Sales”, “Purchases”, “Labor” and “Inventory” options are displayed. Click on the "Transactions" or "Sales" option to go directly to that page. (Skip to step 4 if you clicked on "Sales" directly.)
You will be redirected to the transactions calendar. To enter a new sale, select the next day from the previous date.
You will be presented with 3 options, “Purchase”, “Sales” and “Labor”. Click on “Sales”.
On the Sales page, you can see a list of all your sales. Here you can add and edit them. To add a new sale click the green “+” button (see below).
You will be redirected to the “Add Sale” page. Here you can enter the date and the amount of sales for each category. In this example, the sales for 5/4/2017 are $100 for food and $100 for beverages.
NOTE: Please make sure the date entered is correct and that the sale amounts are for that specified date.
Scroll down the page and you will see entry boxes for the amount of people who dined. In the example, 50 people dined in “Test 1” which totaled up to $175 while 20 people dined in “Test 2” for $25. The average sale amount per person is calculated automatically.
NOTE: Departments must be set up first to be able to specify these values. See the "Turn on Sales by Department" guide on how to set up departments.
Next, click on “Save” to add the sale. The totals for both categories and departments must be the same so the sale entry can be saved properly.
You can also edit or delete existing sales by clicking on the options button (see below). Choosing delete will remove that vendor from the list. Choosing edit will redirect you to the “Edit Sale” page which has the same options for adding a sale (refer to steps 3-5).
Use the “Search” button to look for a specific sale. Click on the small magnifying glass button on the top left section of the Sales page.
This completes the guide on how to enter your daily sales using Bacon!
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