The Unlinked Sales report is an extremely useful tool, and using it correctly is essential for fully realizing the benefits of Stocktake Online.
Please note the report will only display correctly if the sales have already been imported for your chosen date range. It's always worth importing your sales regularly, and especially important before checking the Unlinked Sales report.
The report displays a list of every single item that has been processed by your EPoS within that date range. It is important to ensure that every item that requires a viable recipe has been removed from this list and that the only items remaining on the list are items that do not require a recipe - zero cost modifier buttons, non-sales related items, etc.
- Unlinked Sales can be found on the Home Page.
- Use the calendar menus to select Start and End dates for your report.
- Click on the View Details button.
- A table will be shown displaying the following information:
- PLU - short for price look-up, often called EPoS ID, Item UPC, etc. This is the unique code for the button on your EPoS, which is used to link the recipe on STO.
- EPoS Item – the name of the item sold according to your EPoS.
- Sales Date - the date of that sale.
- EPoS Price – the gross value for the item(s) sold according to your EPoS.
- QTY – the amount of the item sold.
- Gross Sales – the gross of the amount of item(s) sold.
- Tax – the tax amount on that sale.
- Net Sales – the amount made after tax deductions.
- Quick Add will bring up the recipe creation screen, allowing you to add a recipe to a product without one.
- Once you click on Quick Add, you will be taken to a recipe creation screen with the information from the Unlinked Sales report (Name of Recipe, PLU, and Sales Price) already added:
- You will simply need to click on Add Ingredients to locate the correct ingredient(s) in your recipe and add a Sales Group.
- The Add Ingredients option gives you a single item allocation bar, so if you have multiple ingredients you will need to click Add Ingredients multiple times.
- The item allocation bar needs to be followed from left to right:
- Product Group, Product, Pack-Size, Unit Type (this will be filled by a default option automatically but can be changed), Ingredient Qty.
- Cost Price, Tax % and Ingredient Cost will be filled out automatically.
- The Product Group option allows you to narrow your search within categories or groups. If you are not sure where your chosen ingredient is located, it's better to simply choose the section header - commonly BEVERAGE or FOOD, allowing you to search the entire product list.
- Product is where you will search for your product. You can scroll through the list, or start typing the name of your chosen ingredient to narrow the search field.
- Pack-Size is a drop-down menu allowing you to select different pack-size options for your ingredient if they are available
- Cost Price and Tax % will be automatically filled for you by the system.
- Unit Type will be automatically populated with the default usage unit for that item, however, it is also a drop-down menu that may offer you further options if you need to change it.
- Ingredient Qty is a custom field for you to enter the quantity of the ingredient that should be allocated to your recipe.
- Adding the qty allows the system to immediately calculate the Ingredient Cost, Recipe Cost Total, and therefore the Gross Profit (%) (GP) of your recipe.
- Now you need to select your Sales Group. This is another search field and scroll list - simply pick the category most appropriate to your recipe. These should have been set up before this stage, however, be aware that they are easily added/removed/edited so you can always select something as a placeholder and change it later - nothing will be affected if it is inaccurate, beyond recipe navigation. For more information please check the sales category setup.
- All that is left is to click on the Save Recipe button.
- If the recipe has been successfully created you will be returned to the Unlinked Sales list. Otherwise, an error message may appear, explaining any problems with the recipe - duplicate PLU being the most common issue.
- The Unlinked Sales list is refreshed whenever the sales are imported for that date range/period. If you have successfully created a recipe but it still appears in the list, you may need to re-import the sales before it will be removed.
- Please note that multiple instances of the same item may appear on the list, as it is information collected on various days/hours. In this case, you only need to create the recipe once - all other instances of that item will be removed from the list once the sales have been re-imported.
For further assistance please refer to the recipe help centre pages and the STO Support Team.
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