Introduction
Internal Sales are used to record any free issue income such as Free School Meals, Adult Free, Breakfast Club and Hospitality.
Where to find this
Within the Outlet > Finance > Income > Internal Sales
Step-by-Step Guide
The page will default to Today, but you can change the year, week and day. Use the drop-down options to change the year and week and click on the day of the week or the Today button on the right to switch between days in the selected week. All fields marked with a red asterisk are mandatory fields.
You can create Favourites for entering items you frequently sell.
Click on Internal Sales, then click on the Configure Favourites button, then Add. Enter the item name and cost, i.e. Tea & Coffee for £1.10. Once this has been saved, you can select your favourites from the Favourites dropdown when adding an Internal Sale.
To add an Internal Sale, ensure you on are on the correct date. All fields marked with a red asterix are compulsory.
Click Add, populate the Reference field with the description of the transaction you are adding, i.e Hospitality
If using Favourites, select the required favourite from the dropdown list. This will auto populate the Description and Unit Price fields. Enter a Description if not using the Favourites
Select the Department and Income category that you are recording the sale against
Use the Internal Department dropdown or Notes section to record Internal Department information
Use the Cost Centre drop down or Notes to record cost centre information
Enter the unit price of the item (if not populated by the 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 the Total Value and a Quantity.
Enter the name of the person who requested the sale into the Booked By field
You can enter multiple internal sales categories by clicking on the +Internal Sales Category button and adding the information.
Click Save. You will see the transaction on the Internal Sales dashboard.
If you need to amend or cancel a saved sale click into it from the dashboard, make and save your changes or delete it.
Report
Using Internal Sales Report in the Reporting Suite you can report on the Internal Sales that have been entered. A new tab has been added to this report to show Meal Numbers, which shows the quantity of meals recorded together with the value for the relevant internal sales income categories.
The report does require some set up which enables you to control the categories pulled through into the report. You will now see a new option called Meal Number Category when you add or edit an income category. Ticking this will mean that the transactions recorded using these categories will be included in the report and those that aren’t ticked will be excluded.
See How to add cash and swipe card sales and How to add credit sales