Sales Import

The regular importing of sales should be part of your standard operating procedure and is essential for the correct usage of Stocktake Online. In general, sales should be uploaded automatically each day, however, the success of the automation procedure relies on several different factors and should never be assumed. You should always import your sales to ensure they are correct before closing a period. The period summary information will inform you if any days' sales are missing.

• You have a choice to upload data between dates or for a period.
• Select the start and end dates using the calendar menu or the period from the drop-down menu and click on the Import sales button next to your chosen method.
• The import will begin and continue running until all the days within your period or selected dates have been checked for sales data. The Import Sales button will change to say:.
• Successful imports will show a summary of the sales information for that day:

• Unsuccessful imports will display:

• If there were no sales for this day, you will see 'No file or data found' as expected. If there should be sales but they are not present, further steps may be required. You may need to contact the STO Support Team or your EPoS provider for more details.

Please note; that the period for which you upload data must be open for the data upload to be successful.