Till Check allows you to compare till sales show with stock usage so that problems with the stock
result can be identified. This can be done in terms of stock quantity, or value, or both. In general, tills are becoming very complex and the Till Check option in StockManager attempts to keep up-to-date both with the technology and the way that pubs run their businesses. How you use Till Check is wholly dependent on the data available from the till. As a result, there is no prescribed method for using Till Check - there are many options, which will be appropriate for some pubs and not for others.
On this window, you can type in the till sales (quantity and/or retail value) from the till rolls. You can also modify the descriptions. If, for example, Bells and Teachers are on the same till button, you might like to change the description so that it says 'Whisky' instead of 'Bells'. You should note that allowances for individual products (wastage, ullage, staff drinks, etc.) should be entered on the Product Allowances screen. Once all the details have been entered, you can go to reports and display the variance reports.
The Till Quantity and Till Value columns should be completed from the till roll(s). If you have separate rolls for different tills, you should complete one roll before starting the next. Then, you can add the figure from the second roll to the first. Do this by typing a '+' before the number, e.g. +10 will add ten to the quantity or value. You can also subtract numbers (if you made a mistake) by prefixing the number with a minus, '-'. If you do use a plus or minus, when you press Enter, you will be left in the same box in case you are adding up a number of figures. To move to the next box, just press Enter. As you type in the quantities and values for each product, the average price will be calculated. You can compare this with the standard selling price for the bar in the next column. As an alternative to adding up data for separate till rolls, you can click on Multi Roll where you can enter the data for each till roll in a separate column. The program will then add them all together to give you total quantities & values. Another way to enter till data is to type in the PLU number and then the quantity and value. This can be done on the Entry by PLU window.
Instead of manually entering the data from the till rolls, it is possible to import till data if you are able to get a file from the till system. The file must be an Excel spreadsheet (.xls or .xlsx) or a CSV file. On reading the file that you selected, you will be shown a window where you can assign a column to a data type, e.g. Column 1 is the PLU number, column 4 is the sales value, etc. You have to perform a Check on the data to verify that the formatting is correct. This will identify lines that do not match the settings and put a tick in the left column, e.g. the quantity column is empty, or has letters in it. These lines can then be deleted using the Delete Selected button. Re-run the Check and then you'll be able to Import the data onto the main Till Check window. The column settings you choose will be kept for the current outlet, so you don't have to select them again next time you use Read Till File.
Possibly the most important is PLU Consistency Report. This runs a check on how you have configured the data for till check and it will show you where there may be errors and/or inconsistencies. Duplicate PLU numbers for products and/or recipes Live products/recipes without a PLU number Products/recipes with stock but without a PLU number You should always run this report after you have changed the till setup, e.g. added a new PLU number, or a recipe, changed prices, etc. If you do make changes and don't run the PLU Consistency Report, you will be given a warning when you go the the Till Check reports window. If you have got errors in the till setup, it is likely that the Till Variance reports will be incorrect and give you a bad result.
If the till roll only shows the retail values for each product's sales, you can enter this information and then the computer can work out the quantities by dividing the retail value by the selling price. Click on the Calculate Till Qty from Till Value button and you will be prompted to confirm the operation. The quantities will be calculated and displayed. The Calculate Till Value from Till Qty button can be used to do the reverse of the above if you only have quantities on the till roll.
The Update Descriptions option will refresh the product & recipe information. Most of this is done automatically when selecting Till Check, but there may be instances, e.g. multiple products on the same PLU number, where the update is not done and description/section/bin number changes are not done.
The Price Comparison is actually an exceptions report which lists PLUs (and descriptions) where the till price does not equal the band price. This should be used as an indicator that the pricing in the till system might not match what you have set up in StockManager.
The Update Single Bar Prices button will set the standard bar price (as you would see on the Stocks window) to be the same as the till price. It will only do it for all products using the PLU you currently have selected and you will be prompted to confirm. In a pub, a number of products can be sold in different measures, e.g. lemonade in half pints or dashes. When sales figures for both measures are entered, the average price can be calculated. If you update the standard price from this average price, next time's GP% and surplus/deficit will be more accurate.
The Update All Bar Prices button does the same as the Update Single Bar Prices button but it will apply it to all of the PLUs. You will be prompted to confirm.
The Update Single Band Prices button will set the band prices to be the same as the till price. It will only do it for all products/recipes using the PLU you currently have selected and you will be prompted to confirm. This should only be used in rare situations. In practice, the band prices should always reflect the prices set on the till.
The Update All Band Prices button does the same as the Update Single Band Prices button but it will apply it to all of the PLUs. You will be prompted to confirm.
If the products on the screen are not in the same order as the till roll, (probably because the till roll does not have PLU numbers showing) you can use the search function.
Click on the Zero Till Figures button to set the quantities and values for all PLUs to zero. You should only need to use this if there are major problems with the data you have entered and it would be quicker to start again.
The PLU Product Report lists the products and recipes using the selected PLU number. It shows stock levels, till sales & values and prices for each band.
The PLU Average Pricing button will calculate the average price of each product, based on the sales of the product and sales of the recipes that include the product (this is the same as the average price which is shown on the Till Variance by Product report). The prices calculated will then be applied to each product, and can be viewed on the Stocks window.
|