--- title: "Franchisee Daily Sales" slug: "franchisee-daily-sales" description: "Review, create, and import daily sales records for franchisee locations with POS polling and manual entry options." updated: 2026-05-15T14:32:30Z published: 2026-05-15T14:32:30Z canonical: "docs.restaurant365.com/franchisee-daily-sales" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Franchisee Daily Sales Franchisee Daily Sales are individual records for each Franchisee Location each day with the sum total of sales for the day at each Location. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/franchisee-daily-sales-image-94iyg4aw.png) --- ## Review Existing Franchise Sales Entries Review franchise sales on the Franchisee Dales Sales page. 1. Open the **Accounting** application. 2. Expand the **Franchising** category. 3. Select **Franchisee Daily Sales**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-67BF26P5.png) --- ## Create New Franchise Sales Entries Franchise Sales Entries can be entered in to R365 using three different methods: 1. Automatic polling via Franchisee Location POS Integration 2. Manual Entry 3. Importing via [Franchise Sales Template](https://restaurant365training.com/wp-content/uploads/2017/05/R365-Franchisee-Daily-Sales-Import.csv) Once Franchisee Sales have been entered, they can be used in the automated Franchisee Billing process as well as available in Reports. ### Automatic Polling via POS Integration To auto-import Franchisee sales via POS Integration, the following conditions must be met: 1. A separate Location record must be created in the Accounting module. This Location should belong to a legal entity that is not part of your organization so as to not affect your Balance Sheet. 2. A POS Integration must be completed on the Location from step 1. 3. Once the POS Integration is complete and the polling has commenced, a Franchisee Location (Store) must be created for the Franchisee. 4. On the 'Franchisee Additional Info' tab of the Franchise Location record, assign the POS Integrated Location as the 'Franchisee Location Link'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MOABZY78.png) 5. Save the record to complete the process ### Manual Entry Create a new Franchisee Daily Sales for manual entry via the create menu or from the Franchisee Daily sales page. **Create menu:** 1. Open the **Create** menu. 2. Under Franchising, select **Daily Sales Entry,** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KUN3YWTT.png) **Franchisee Daily Sales page:** 1. Open the **Accounting** application. 2. Expand the **Franchising** category, 3. Select **Franchisee** **Daily** **Sales**. 4. On the Franchisee Daily Sales page, select **Create.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FIQ0U8P8.png) On the form, enter the following information then click the 'Add' button - Franchisee - Store (Franchise Location) - Date - As a best practice, If entering Sales on a Weekly, or Monthly basis, enter the last day of the sales period you are entering - Net Sales amount - Gross Sales amount ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UDF3JCDL.png) ### Importing Franchise Sales Franchise Sales can be entered in to a .CSV template and then uploaded using the same form as the Manual Entry. 1. Click to download the [R365 Franchisee Daily Sales Import](http://restaurant365training.com/wp-content/uploads/2017/05/R365-Franchisee-Daily-Sales-Import.csv). 2. Complete the template and ensure to save as a .CSV. ![A close up of a grid Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/franchisee-daily-sales-image-ba9unmks.png) 1. Franchisee - enter the Name or Number of the Franchisee record (spelling and numbering must exactly match the record in R365). 2. Store - enter the Name or Number of the Franchise Location (Store) (spelling and numbering must exactly match the record in R365). 3. Date - enter the Date in the MM/DD/YYYY format. 4. Net Sales 5. Gross Sales 3. Open the 'Daily Sales Entry' form and click 'Import Sales' to open the file selector and upload and import the file. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HPA4JXMH.png) Restaurant365 POS (Point of Sale) A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview). The process of connecting different systems or software applications to work together seamlessly. Structured documents that provide insights and summaries of various operational metrics and financial data. An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.