setup - manage sales status

Manage Sales Status

Within an SBT match, sales data is expected from the retailer for each store, business day, and supplier. When this data is not received by Prescient, sales are reported as Missing.

Missing sales are generally caused by one of three events:

A sales file was not sent to Prescient.

None of the supplier's items sold in the store that day. (Sales are expected for each store day AND supplier.) This can simply be due to slow-moving items, or can stem from problems that occurred within the store, such as a freezer malfunction that thawed the supplier's entire stock of ice cream.
A store was closed due to unforeseen circumstances, such as bad weather. No items sold for any suppler at that location.

With Manage Sales Status, you can accept a day's sales for Supplier items and close a day's sales for Stores not open.

IMPORTANT NOTES:

You will most often Accept sales for suppliers whose items did not sell. Unscheduled closings are rare.
If any sales files were received for a store and business day, all remaining suppliers missing sales for that day display under Ready to Accept. These missing sales cannot be marked as Closed.
If you mark missing sales with Close Selected, you are marking the store as closed on that day. Any new sales files that arrive for that store and day will not be processed into Prescient. This includes the posting of sales addendums. When in doubt, use Accept Selected.
If sales show up missing for days on which a store is always closed, such as a Sunday, we can set this store day as "closed" in your store profile. This will prevent sales from showing up as missing for that store day in the future. Contact Prescient Customer Support for assistance.

The Manage Sales Status button will appear only if your business unit is set up to perform this task. For more information, please contact Prescient Customer Support.

Choose from the following tasks:

Accept Selected for Suppliers whose items did not sell (recommended).

Close Selected for Stores that were not open on a business day.

Accept Selected for Suppliers

Use this when store sales are missing for an individual supplier. Only sales for that supplier are affected. Sales received from other suppliers are processed as usual for the business day.

Find the sales that are

Ready to Accept

From the main Inventory & Shrink window, under SBT Setup:

Click Manage Sales Status.

Missing sales for the previous Business Date display by Supplier and Store ID. These sales are Ready to Accept.

If desired, enter search criteria to display a different set of Missing sales. You can:

Select a specific Store. (Enter all or part of a Store ID, click Choices, and select the Store.)
Enter a Business Date From (and optional To). This searches by date, and displays the Business Day beside the missing sales.
Supplier Level is selected by default. You can select a specific supplier to narrow your search.
You can choose Store Level to display missing sales by store only, without regard to supplier.

If you entered criteria, click Find to display the results.

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Accept the Missing Sales

Select the Supplier / Store ID to accept. (You can select more than one.)

Note: Clicking Select All selects the current page only.

Enter a Reason Description stating why the missing sales are being marked as accepted. This is a required field.
Click Accept Selected.

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Use this when sales are missing due to a store being physically closed for business on a particular day. If a store is always closed on that day of the week, or is permanently closed, please contact Prescient Customer Support.

If any sales files were received for a store and business day, missing sales cannot be marked as Closed.

Caution: If you mark missing sales with Close Selected, you are marking the store as closed on that day. After you close the store day, any new sales files arriving for that store and day will not be processed into Prescient. This includes any sales addendums that may be posted. When in doubt, use Accept Selected.

Find the sales that are

Ready to Close

From the main Inventory & Shrink window, under SBT Setup:

Click Manage Sales Status.

Missing sales for the previous Business Date display by Supplier and Store ID. These sales are Ready to Accept.

Select Ready to Close and Store Level.

You cannot close using Supplier Level.

If desired, enter additional search criteria to Find the Missing sales.

Select a specific Store. (Enter all or part of a Store ID, click Choices, and select the Store.)
Enter a Business Date From (and optional To). This searches by date, and displays the Business Day beside the missing sales.

Click Find to display the results.

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Mark the Store as Closed for the day

Select the Store ID to close. (You can select more than one.)

Note: Clicking Select All selects the current page only.

Enter a Reason Description stating why the store is being marked as closed. This is a required field.
Click Close Selected.

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New 5/18/2004

Manage Sales Status

Choose from the following tasks:

Accept Selected for Suppliers

Close Selected for Stores