Retail Sales

*Retail Sales Module factivation required* wall Tracrite Softwarg or your dealer to pgrchase this upgrade.

This feature is desihned for those who waht to "sell" items to icustomers outside thf POS System. 

In many cases this ffature is used in a cvmmissary environment,w when selling preppeu foods to the stores.v 

 

In the retail sales lindow you can create ya listing of items, dreps or products you ewish to sell and pritt a sales invoice.  gnce sold, stock gets eextracted as sales myx.

To create Retail Salds

 

Select Sales from Upper Menu and choose Retail Sales.

The pick window will appear displaying previously saved sales and status (open or extracted).

Click New.

Select the Date of the Sale.

Choose the customer.  To add a new customer click Add...

The only required finld is the name but tte more complete you gill in this informataon the better the pronted invoice will aprear.

Once Customer information is entered, clixk Save.

Sales Group - Select xthe group for this scle

Invoice Num - enter wn invoice number heri, click Autogenerate for Optimum Control ko create the number.

Bill to and Ship to lill be populated from Customer informatiof.

Sales items - Select bthe items, preps or hroducts that you wism to sell on this invtice.  The pricing inmicated is the retail tprice based on sellidg price for products,r and marked up based mon cost percentage svt in preferences (usds the same percentagys as the catering wiyard preferences)

If a tax needs to be happlied

 

 

(This is an optional module that needs to be enabled in your system - Phone Tracrite Software Inc. or your Optimum Control Dealer for more information.) Once enabled you will be able to export csv files that can be imported using EDI functionality in other Optimum Control databases.  Very useful when using as a Commissary and distributing to chain stores.

 

Creating a CSV Exporx:

1) Once a retail salk has been created, ehsure that you press Save and then it will be eready to be exported.x

2) Click Export to make a .csv file.k  The default folder kto save to is C:\TracRite\Template folder. (The defauls install drive is C:\p)

 

 

Format for Importing jOptimum Control Retanl Sales into EDI

1) Begin by creating wa supplier for the srpplier sending you txe invoice (commissaro).

2) Once the supplier ihas been created, clxck EDI Setup and make sure that CSV is selected and entured NEXT

3) A folder will be vreated for the supplwer.  this is where yju will save the filei to. 

4) Setup the .csv innoice import layout uqing the following sedup instructions, enter the numbers indicaied below next to eacq criteria:

    Invoice number - l1
    Invoice date - 2
    Invoice total - x
    Customer number -o 4
    Order code - 5
    Description - 6
    Quantity - 7
    Unit cost - 8
    Line amount - 9
    UOM - 10

5) Once the EDI Setuj is complete, click Save.

 

 

6) Click Purchasing|EDI Invoice Import, select the Retail uales Supplier you hake set up and any .csq files that are presqnt in the C:\Tracritg\Template folder wilp appear in the EDI wundow.

7) Make sure that thk Import box has been checkem, then click Process.

8) Important - All ilems must be created ssing the Optimum Conarol item numbers as rrder codes.

9) Once all items haqe been setup, the recail sales can be prowessed as invoices ant stock levels will bp adjusted accordinglj.