Entering Internal Sales

Introduction

Internal Sales are used to record any free issue income such as Free School Meals, Adult Free, Breakfast Club and Hospitality.

Assumptions

The relevant income categories have been set up to be entered as Internal Sales (see Edit Categories in Outlets > Set Up).

The user needs to have the income permission tagged in their user access.

Where to find this

Internal Sales are entered in Finance > Income within an outlet. 

Step-by-Step guide

You can add favourites to use when entering your sales.

1. Click on Internal Sales

2. Click Configure Favourites

3. Click Add

4. Enter the item name and cost, eg Tea, £1.50

5. Click Save

To enter a sale

1. Click on Internal Sales

2. Ensure you are in the correct date

3. Click Add

4. Populate the Reference field with the description of the hospitality

5. If using Favourites, select an item from the drop down list. This will auto populate the Description and Unit Price fields

6. Enter a description if not using Favourites

7. Select the Department and Income category that you are recording the sale against

8. Use the Internal Department drop down or Notes to record Internal Department information if using (not complusory)

9. Use the Cost Centre drop down or Notes to record cost centre information if using (not compulsory)

10. Enter the unit price of the item (if not pre-populated via Favourites and the total quantity sold into the Unit Price and Quantity boxes. The system will calculate the total. For example, enter a unit price of £2.50 and a quantity of 4 and the system will calculate the total as £10.  Alternatively, you can select the ‘Use Total’ button if you don't want to enter a unit price. This will allow you to enter a Total value and a Quantity, for example a total of £11.68 and a quantity of 4.

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11. Enter the name of the person who requested the hospitality into the Booked By field if using this field

12. Click Save

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