Contents x
    Daily Sales Page
    • 12 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Daily Sales Page

    • Updated on 12 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    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 and either save it or mark it as 'Completed'. Users with approval permissions can then approve the 'Completed' DSSs via the classic R365 experience.

    Security

    DSS permissions are found in the permission tree as follows:

    • Sales & Cash

      • Daily Sales

        • View Daily Sales

        • View/Edit Mass DSS

        • Edit Daily Sales

        • Edit Tags On Locked DSS

        • Edit Attachments On Locked DSS

        • Recreate Daily Sales JEs

        • Access DSS JE Tab

        • Assign Sales/Payment Type Accounts in DSS

        • Complete Daily Sales

        • Unlock Daily Sales

        • Approve Daily Sales

        • Unapprove Daily Sales

        • Delete Daily Comments

        • Delete Daily Sales

        • Repoll Daily Sales


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Navigation

    In the left navigation menu, click 'Daily Sales' under 'Sales & Forecasting' to open the Daily Sales page.

    A screenshot of a phone  Description automatically generated

    Individual Daily Sales Summaries can also be accessed from the corresponding Daily Sales Summary in the classic experience by clicking the 'DSS Smart Operations NEW!' button. The Smart Ops version of the DSS will then open.

    A screenshot of a computer  Description automatically generated

    Daily Sales Grid

    Button/Field

    Description

    1

    Search

    Filters the grid for the entered text.

    2

    Smart Grid Controls

    Table ViewsSave/edit table views.
    FilterFilter column information.
    ColumnsRearrange table columns.
    ExportExport the table to a .csv file.
    RefreshRefresh the table.

    Learn more about working with Smart Grids.

    3

    Daily Sales Summary

    Click to open the associated Daily Sales Summary in a sidesheet.

    Daily Sales Columns

    Column

    Description

    Status

    In Progress - DSS has not been completed or approved.

    Completed - DSS has been reviewed and marked as complete and is locked from editing.

    Approved - DSS was approved in the classic experience.

    Location

    Location associated with the Daily Sales Summary.

    Name

    Full name of the DSS, including the location and date.

    Date

    Date associated with the POS data.

    Attachments

    Indicates if attachments have been added to the DSS.

    Net Sales

    Total net sales for the location and date.

    Total Labor $

    Total actual labor dollars for all employees.

    Total Labor Hours

    Total actual hours worked by all employees.

    Labor %

    Total Labor $ / Net Sales.

    Total Deposit

    Total cash and check deposit.

    Over/Short

    Difference between the expected and actual deposit.

    Guest Count

    Total guests on all sales tickets.

    Created By

    User who created the DSS.

    Created On

    Date DSS was created.

    Modified By

    User who last edited the DSS.

    Modified On

    Date DSS was last edited.

    Completed By

    User who marked the DSS as complete.

    Completed On

    Date the DSS was marked as complete.

    Approved By

    User who approved the DSS in the classic experience.

    Approved On

    Date the DSS was approved.

    Was this article helpful?
    What's Next