Point of Sale Import

How to Enable

  1. Click on your Username in the top right-hand corner

  2. Select Admin Settings

  3. On the Admin Navigation Bar select Configs

  4. Scroll to the Features section and search for the Kit/Recipes button

  5. If “No” is displayed on the button, click it and change it to “Yes”

  6. Click the Update Button to save

  7. Close the Admin Panel

How to Import Sales

  1. On the navigation bar, click the Maintenance button

  2. Select Point of Sale Uploads from the drop-down menu

  3. Once the Point of Sale Uploads list page is displayed, click the Import Sales button in top right-hand corner

  4. Confirm the file being imported is a .CSV file and also has the headings displayed on the Import Point of Sale File card

  5. Choose the file, and click the process button

  6. Once the page refresh, the items uploaded would be displayed

Things to Know

  1. A Kit/Recipe needs to be created with the respective PLU, so the correct stock can be depleted once the upload is processed.

  2. The date column must be formatted as Month/Date/Year (09/05/2023)

  3. It must be a .CSV file