Overview
You can edit some of the data on the Entry screen or add new entries.
There are links to each section on the left side of the page. Click on one to be taken there.
Entry Page Details
There is valuable data at the top of the page.
Labor %
Labor % calculated by Decision Logic. Click the 
icon next to the name to see the calculation.
Labor $ / Net Sales x 100% = Labor %
Accountability
Decision Logic calculates accountability. Click the icon next to the name to see the calculation.
Net Net Sales + Taxes - Total Receipts + Gift Cards - Paid Outs + Paid Ins = Accountability
Cash O/S
Decision Logic calculates Cash O/S.
Deposits - Accountability = Cash O/S
Click the arrow to expand the section to see more.
Lock/Unlock Day
To lock and unlock the day that you are working with
Click Lock Day.
Confirm that you want to continue.
The day is locked and cannot be edited by running the UDT Client.
3. If you want to allow edits by the UDT Client, click the Unlock Day button.
4. Confirm you want to continue.
| Info |
|---|
The Lock Day function does not prevent users with ‘Change’ security from changing entries. It only stops the UDT Client from changing entries. |
Voids
You can add a new item, such as a Void, by taking the following steps:
Select Void from the menu.
2. Select the Sales Department from the menu.
3. Enter the amount and click Add Entry.
The appropriate sections will be recalculated, and the page will update to show your changes. The following sections cannot be edited without specific configuration:
Net Sales
Net Net Sales
Taxes
The changes will autosave when you make entries or edits and then click away from that field. If you need to update these sections, please complete the appropriate changes in the point of sale and then rerun UDT.
Managers
Note the manager who worked a shift. Only managers assigned to the store on the /wiki/spaces/DCKBA/pages/13992051 page will be displayed.
Adding a Manager
This is done using the Managers page. Navigate to:
Maintenace > Company > Managers
Select the + Managers.
Enter the First Name, Last Name, and Start Date.
Select + Add Store.
Select the appropriate location assignment.
You will also want to remove the location assignment in Profile Maintenance. To complete those steps, navigate to Maintenance > Company > Profile Maintenance.
See: Adding Managers
Terminating a Manager
This is done using the Managers page. Navigate to:
Maintenace> Company> Managers
Search for the Manager using the search box.
Select the pencil icon to edit the employee.
Enter a termination date.
Remove the location that is assigned to the employee.
Entering a termination date without removing the Store assignment will not remove an employee from the EOD Process manager's list.
You will also want to remove the location assignment in Profile Maintenance. To complete those steps, navigate to Maintenance> Company> Profile Maintenance.
See: Removing a Manager's Access
Comments
Enter comments about your shift or any other message that someone at your store may need to know. Clicking away from the comment entry field will save your comment.
More Actions - Sales and Labor
Clear Sales - Clears any sales data for the day, not including Deposits, Paid Outs, or Paid Ins.
Clear Labor - Clears any labor data for the day.
Clear All - Clears all data for the day, not including Deposits, Paid Outs, or Paid Ins.
Zero Out - Post a day as zero sales and lock the day for when a store is closed.
Follow this link to update labor in End of Day manually.
Follow this link to update sales In End of Day manually.
Manual Pull using UDT.
Depending on your POS, if you are missing sales and or labor data from the End of Day, you will want to run the UDT Client.
Customize EOD Functions
The functionality of the EOD pages can be customized to fit your business operations better.
Name | Functionality |
|---|---|
Edit with Enter rights until Complete | Allow users with enter rights to edit entries for Deposit, Special Deposit, Paid In and Paid Out entries until the day has been completed. Default setup does not allow users with Enter rights to edit once an item is saved (same as the current EOD system). |
Lock with Enter Rights | Allow users with Enter rights to Lock a day. This will stop POS sales data from importing and overwriting sales data if there have been changes on the POS. |
Lock-on Complete | Automatically Locks POS sales data when the Complete End Of Day is applied. |
Sort Order | The order end-of-day steps listed can be adjusted on each client site. |
Weather | To import local weather into the EOD process for each day, enter zip codes for each location under Maintenance > Stores Maintenance. |