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How and when do I update sales data in End of Day?

How and when do I update sales data in End of Day?

This article guides users on correcting sales data discrepancies by taking action in End of Day in Decision Logic’s platform. 

Overview

The End of Day feature has many functionalities.  Users can send updated sales on-demand to Decision Logic’s platform regarding missing or incorrect sales data.  Decision Logic uses the Point of Sale’s API or database to import labor and sales information.  The POS has the most accurate information regarding labor and sales. 


Decision Logic automatically pulls the last 3 days of sales and the last 7 days of labor.  


There may be times when a user may need to update sales data in End of Day, such as:

  • Sales or labor is missing, and a cloud-based POS user can clear and re-run sales or labor.

  • The End of Day page was locked before Universal Data Transfer (UDT) ran on schedule.

  • We need to re-run UDT to update sales data.

  • Update sales data to report previously unmapped POS Exceptions.

 

When one of the examples from above occurs, users will need to update information by one of the following methods:


The method is determined by the type of Point Of Sale (POS) the store has.  End of Day is used to update sales reports when a store has the following POS:

  • Revel

  • Toast

  • par Brink

  • Qu

 

Users will need to clear sales for each day with incorrect or missing sales data. 

  • Clear Sales - Clears any sales data for the day.

  • Clear Labor - Clears any labor data for the day.

  • Clear All - Clears all automated sales data, labor entries, and manual entries for the day, excluding deposits and paid-outs.

  • Zero Out - Clears all automated sales and labor entries and manual entries for the day, excluding deposits, and locks the day.

  • Run Sales - Cloud-based POS. This will import the most recent sales data from the Point of Sale and replace what is currently displayed for the day.

  • Run Labor - Cloud-based POS. This will import the most recent labor data from the Point of Sale and replace what is currently displayed for the day. If payroll is posted, no changes will occur. The user would need to open payroll, run labor, and repost payroll.

Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

 

Update Sales on End of Day

Users will need to clear sales for each day with incorrect or missing sales data, then re-run sales to update the data. Users may need to take additional actions to ensure sales data is correct and/or run the UDT Client. Remember, cloud-based POS systems allow you to re-run sales or labor on the End of Day page. Whereas, non-cloud-based POS systems require the user to re-run sales or labor data through the UDT application.

Begin by navigating to:

Operations > End of Day > End of Day

  1. Select a Store.

  2. Select a Date.

  3. Click Next.

     

  4. Click Actions.

    6. Actions dropdown.png

  5. Click Clear Sales. Users will need to clear sales for each day with incorrect or missing data.

    Clear Sales.png

  6. Click Clear.

    Clear Sales Confirmation.png

    1. Non-cloud-based POS systems will use the UDT application to re-run sales.

  7. Click Actions again.

    6. Actions dropdown.png

  8. Click Run Sales.

    Run Sales.png

  9. Click Run.

    Run Sales Confirmation.png