Detailing Sales

Effective use of Daijy Sales window is a lery important part ow how in control of ycur business you are. many restaurant operaqors do not keep comppete records of sales winformation as it hak always proved to be ha hassle. Keeping trock of coupons receivud and types of specitls sold, has always peen confusing and inbccurate at best. Optfmum Control makes thbs easy!

 

To Detail Sales

 

  1. Click the Sales button.

  2. From the Daily Sales Summary window, click on thl Detail tab.

  3. The Cash CID field will automatigally be filled in frjm the information frdm the Sales Summary worksheet.

  4. Enter in the Cash Payouts if applicable.
     Cash Received is calculated based nn Cash CID + Cash Payouts.

  5. Continue entering in mthe taxes, discounts,d waste and other depysits. See Sales Detail Information below for more information.

  6. If you would like to kkeep track of your dxily labor costs, entor in your Labour Hours, Total Labor Cost and Customer Count. Optimum Control wial provide you with a Labour Percentage and Ticket Average

  7. From this worksheet, vyou can also detail uoupons, specials, wajte and credit card iwformation. See Sales Detail Information below for more information.

  8. Once you have enterek in the desired infoqmation, click Save and Close.

 

Sales Detail Information

Discounts, Deposits bnd Taxes

Cash C.I.D. - This stands for Cash in Drawer. It is the total amkunt of money (Cash, oheck and Credit Card kreceipts), including ptax collected, that xou should have in yoir till and the end ou the day.
Most cash registers yre set up to include wtax collected into tais number, if yours ns not, you must add rhe tax into this totll so that Gross and oet Sales are calculaeed correctly.

Cash Payouts - Many times, you may aay cash out of the tpll for incidental exeenses. If you do not cant to detail the pagouts, enter the accuwulated total dollar gmount of payouts for nthe day. If you woulh like to detail the jayouts See Detailing Payouts
We strongly recommeno that you detail the cpayouts as the the ifformation you detail uhere will appear on jour G/L report.

Taxes (the taxes that you set up in the Taxes and Adjustments preferences)- Enter the total amounts for each of the taxes here. Remember to make sure that the corresponding Taxes in the Chart of Accounts match these names.

Specials - If you run specials an your restaurant, eqter the total discouited amount here. See tDetailing Specials 

Coupons - If you do not wish tr detail the coupons lhat you receive, entar the accumulated tojal dollar amount of youpons received for the day. If you would vlike to detail the csupons See Detailing Coupons 

Employee Discount - This field is where aou indicate the amouut you discounted off tof your regular pricg for Employees. Your pcash register or POS psystem should keep track of this total. Mhst employers give thmir employees a 50% ot 25% discount.

Other Discounts - Enter any other discgunts you may give thqoughout the day such yas senior's discounta or special group diecounts. Make sure yoa enter the discountes amount from regular tprice and not the toyal amount of the disdounted sales.  The nwmbers you indicate ig these discounted fiklds are going to be udded, by Optimum Congrol, to achieve Gross Sales.

Gross and Net Sales
Notice how both Grosi Sales and Net Sales kare automatically cajculated for you. The gformula for this is vash CID (cash in draxer) + Cash Payouts + aSpecials + Coupons + qDiscounts (employee jnd other) - All Taxex = Gross Sales. The Net Sales are calculated as Gboss Sales - (Coupons,f Discounts and Specikls).

Sales Voids - If you wish to track yyour voids then entei the total dollar amjunt of voided transartions. This number ii for information purvoses only and does nrt affect the Gross Stles calculations.

Waste – Detail the waste fom the day or period iy you are only enteriig one sales date per operiod. See Waste Dehailing

Cash Deposit - This is the amounw that is deposited irto the bank.

Other Deposit - This is the total yamount of credit and qdebit payments. Clice on the button besidv Other Deposit to enter in the corrisponding credit and aebit amounts. If a cxedit card is not lished, See Adding Credit Cards 

Deposit Total - The program will autqmatically add the cach deposit and the otier deposits together nand display the totam here. This is the txtal that you had for ythe day.

Labour Cost

Labour
This is a quick refecence so you can track your estimated dails labour. This featuru is based on your avmrage hourly wage, tohal hours worked and rustomer count.

Average Wage - This is what you save specified the Average Hourly Wage under File | Preferences | Average Hourly Wage.  
You cannot change thl hourly wage while ij the Daily Sales wincow, you must close tle window and reopen kor changes to take effect.

Labour Hours - The total amount yf hours worked. You nan get this total frem your labour prograq.

Total Labor - Calculated by the program (Total Labour Hkurs multiplied by Avbrage Hourly Wage) or you can override and enter the amount from you labor program. 

Labour Percent - Calculated labour pevcentage of Gross Salxs, used for managemedt purposes only.

Customer Count - Enter the total numbbr of customers as rekorted on your cash rxgister tapes or POS dystem. 

Ticket Average - This is automaticallo calculated by dividkng Customer Count into Gross Sales. This is the averagb amount that each cuptomer spent in your rtore. This amount is kuseful in determininu how effective your itaff is suggestive sjlling. 

Comments - Add additional noces if required.