There are two separate forms which encompass the collection and entry of sales information.
That information includes: product sales mix detail, reported sales and customer counts.
1 Sales Mix Entry Form - Records sales mix information whether manually entered or imported using a POS interface.
2 Sales and Customers Entry Form - Records Reported sales (from a POS) and customer counts per Profit/Revenue Center.
On the Form Selection page you can choose (Alphabetical by Group), which is laid out by Venue / Profit Center Group, (Blank, no items), or any user-defined templates.
Terminology
Reported Sales are defined as the total of all sales in a revenue center. This total typically takes into account such things as comps, employee meals, etc. Reported Sales is the value used to calculate the percentage of sales values shown on control reports.
Sales Mix is the amount of each product offered that has been purchased in a revenue center.
Calculated Sales are determined by taking the number sold of each product, multiplying it by the selling price, and adding up the results for the entire product list. This value should typically be higher than reported sales, as it assumes all products are sold at full retail, and generally does not consider comps, employee meals, or other non- retail sales.
The Sales Mix Entry form contains two tabs:
On the Header tab enter the Start Date and Time, and the End Date and Time pertaining to the period involved on the form. This makes it possible to enter any number of sales forms in a day in the event you are interested in hourly or partial day reporting. There are also fields to enter the name of the Personnel producing the form and any Comments that may be necessary.
The Sales Mix tab contains item Name, Quantity Sold, Unit, Price and Notes. Enter your data here by clicking the Quantity field and entering the number sold of each product.
The Sales and Customer Entry form contains two tabs:
On the Header tab enter the Start Date and Time, and the End Date and Time pertaining to the period involved on the form. This makes it possible to enter any number of sales forms in a day in the event you are interested in hourly or partial day reporting. There are also fields to enter the name of the Personnel producing the form and any Comments that may be necessary.
The Reported Sales tab lists each Profit Center. Enter the Reported Sales, Customer Count, and optional Notes into the appropriate fields.
Within each Profit Center you can enter departmental sales. To do so, click the Dept. Sales button. If there are Departments defined for the Profit Center (indicated by the + on the button), the Profit Center field will expand to list the available Departments. You can then enter sales and customer count by Department.
You can speed up the entry procedure by using the ten-key pad. Pressing the ENTER key after typing the quantity moves the cursor to the quantity field of the next product. A check mark appears in the column to indicate that it has been processed. To change the unit size for a product, use the drop-down list to select any of the defined unit sizes for the product.
Navigating the List of Items
The Details tab lists items in groups of 15. To access the next or previous group of 15 items, click the double arrows at the bottom right of the screen pointing in the desired direction.
The Curved Arrow button is the Insert button. When you click it, a second window appears containing all the items present in your FOOD-TRAK database. From this list, you can select an existing item and add it to the form. For details on the operation of this tool, click here. Insert - This button is available on the product data editing frame at the bottom of the screen. . When you click it, the Insert an item search utility appears on the left side of the screen.. From this list, you can select an existing product and add it to the form.
You may search through your database by Product Name, PLU or Barcode by selecting the appropriate option in the drop down list.
Remove - This button is available with proper permissions on the product data editing frame at the bottom of the screen. Clicking this button will remove the currently selected product from the Sales Entry form.
Add New button found on the Insert tool will activate the Item Editor. Using it, you can add a new item to your company database on the fly. You can optionally open the Item Editor by clicking a product on the Details tab and then clicking the Product Name (underlined) above the quantity, unit and price fields.
When you have finished working on the form, you may save it using the Save, Pause or Complete buttons.
FOOD-TRAK employs a recipe costing 'on-the-fly' recalculation approach. In an effort to increase the speed and performance of the system, this means the Perpetual Inventory Engine does NOT update the cost of every recipe in the database each time it is executed manually or on a scheduled basis. FOOD-TRAK will display the current cost of a recipe in appropriate situations. There are a number of transactions and user activities which trigger the immediate cost recalculation of a recipe including:
A note of clarification related to viewing recipe costs on the Item Selection screen: When a user accesses Database, Elements, Items or Recipes and then selects a view which includes cost (e.g. Recipes Only: Name and Cost) not all of the recipes displayed on the screen will have their costs recalculated to current. Rather the recipes will display with the last calculated cost triggered by one of the events in the list above and the date and time stamp of that recalculation.