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On accessing the plugin main screen, you can now add a sales report where you can record sales information. For this, follow the steps below:
Click Select Edit > Add on the toolbar. This opens the Add Sales dialog:
Within the dialog, fill in the following fields:
Vessel. From the drop-down list, select a vessel where the store is located.
Start date. In the calendar picker, select the date when the voyage starts.
End date. In the calendar picker, select the date when the voyage ends.
Target. Click the More button to view the Select Target dialog, where you can select the target to be applied:
Passenger count. Enter the number of passengers on the vessel.
Passenger audit. Enter the precise number of passengers on the vessel during the voyage. The field is intended for user reference only.
Sales total. Enter the total of sales acquired within the selected date range.
Sales audit. Enter the precise amount of total sales during the voyage. The field is intended for user reference only.
When completed, click Save.
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As a result, a sales report appears on the main screen of the plugin.
Take a minute to cover the video that explains how to add sales reports:
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Edit Sales Report
To edit the created sales report, follow the steps below:
Select the report that you want to edit and click go to Edit > Modify on the toolbar. This opens the Modify Sales dialog:
Within the dialog, introduce the required modifications.
Click Save to proceed.
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The Passenger audit and Sales audit records are not considered in any calculation in the sales report. If you modify the Vessel and the Dates, the sales report will be restarted. |
As a result, the modified report appears in the grid.
Take a minute and watch the video that covers the procedure:
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Delete Sales Report
To delete the created sales report, follow the steps below:
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You can delete a sales report even if it has already been transferred to the Payroll module. |
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Add Individual Sales
In the sales report, you can specify the sales made by each sales representative in the defined date range. For this, proceed with the following steps:
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The Total Ind sale amount must be equal to or less than the total amount of sales. |
Take a minute and watch the video that covers the procedure:
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Transfer to Payroll
Once the sales report is completed, you can now send it to payroll in order to pay off sales commissions. To do this, follow the steps below:
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As a result, you can see the transfer in progress:
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Take a minute and watch the video that covers the procedure:
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Return Item
A customer is eligible for returning items in the defined date rangeperiod. To display the changes in the report, follow the steps below:
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Returning items is only applicable in case the sales report falls within the returning days. For more information, seeSet Return Period. |
In case a returned item has been added to the report by mistake, you can easily remove it. To do this, simply select the returned record and click Delete Returned on the toolbar.
Take a minute and watch the video that covers the procedure:
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Housekeeping
This section describes a one-time setup you need to perform to make the plugin fully functional.
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