Daily Sales Page

The Daily Sales page in R365 tracks Daily Sales Summaries (DSS) for each business day. A DSS records daily revenue, sales activity, and related details. Managers review and update DSS records, then save or mark them as completed. Approvers finalize completed records in the classic R365 experience, ensuring daily sales data is accurate and ready for reporting.

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

Navigation Steps

Open the Sales & Forecasting application.
Expand Daily Sales Summary.
Click Daily Sales Summary (DSS).

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Daily Sales Grid

	Button/Field	Description
1	Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
2	Search	Filters the table for the entered text in the following columns.
3	Smart Grid Controls	Contains the following additional table actions: Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view.
4	Daily Sales Summary	Click into the row to open the associated Daily Sales Summary in a sidesheet.

Daily Sales Columns

The following includes all available columns that can be added to the grid.

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.
Issues	Displays a warning icon if labor entries or punch edits are still processing.
Locations	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.