Spill Sheets and POS Media Accounts
Moving Data from a Client's Spill Sheet or Notebook to Pilot
In this video you'll learn how to enter data from a spill sheet into non-revenue sales and then combine that with discounts coming from the POS system.
To enter the data from the actual spill sheet, in Pilot:
- Under the STOCK TAKE tab, click on ENTER NON-REVENUE SALES
- Click "Enter NEW Non-Revenue Sales Data" & select "Liquor"
- A list of products will appear, where you will enter the units or bottles used
- You'll have a total sales amount, which you will then need to add to the spill amount.
- Click "Done"
Next, look at the DISCOUNT FILE that came from the POS
- Export and organize the file
- You're looking for the categories related to spills, comps, discounts, etc.
- Once that's sorted, you're ready to input the data into Pilot
In Pilot, go to ENTER/IMPORT SALES
- Select Modify/View Previous Sales Data & select the appropriate audit date
- Add the data from the discount file to Pilot
- Click DONE and SAVE
- You can then run the report and see those amounts in the sales breakdown.