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Daily Sales
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Daily Sales
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Daily Sales Page
The Daily Sales page lists all Daily Sales Summaries (DSS). A DSS will be listed as having one of the following three statuses: 'In Progress', 'Completed', or 'Approved'. Users can open, review, and update an 'In Progress' DSS from this page...
Updated on : 12 Jul 2024
Daily Sales Summary
The Daily Sales Summary's (DSS) provides a day's Sales and Labor data broken down into labor, deposits, and transactions sections. Before the DSS can be marked as completed, each section must be reviewed. During the review, users can made updates to...
Updated on : 10 Jul 2024
Review and Complete a Daily Sales Summary
The Daily Sales Summary's (DSS) provides a day's Sales and Labor data broken down into labor, deposits, and transactions sections. Before the DSS can be marked as completed, each section must be reviewed. During the review, users can made updates to...
Updated on : 12 Jul 2024
Approve a Daily Sales Summary
Once a Daily Sales Summary (DSS) has been marked as 'Completed' by a Smart Ops user, it should be reviewed and approved by a user with approval permissions. Users with this ability will need to navigate to the Classic R365 Experience in order to fin...
Updated on : 29 Jul 2024