Introduction
SocialSchedules supports sales data retrieval through POS integration for selected POS providers (Genius POS Restaurant, Shift4, Square), however, if your company uses a different POS system you can still manually import sales data and get all the same benefits, including:
Sales forecasts that help you manage labor costs when scheduling
Report on labor costs as a percentage of sales
Prerequisites
Administrator or a Manager with 'manage sales and labor costs' permission
CSV file in the prescribed format, Daily or Hourly
Navigation
Settings > Integrations > Import sales
Create New Channel
Sales data is grouped by channel for reporting purposes.
Select the 'Add channel' option to create a new channel. As part of creating the new channel you will need to upload a CSV sales file.
CSV File Format
Sales data can be manually imported at a Daily Level or an Hourly Level.
DAILY - The following column headers are required to be in your import file:
sales_dt - Date of sales transactions; (mandatory, must be yyyy-mm-dd format)
gross_sales - Total daily gross sales (optional)
net_sales - Total daily net sales (mandatory)
tips - Total daily tips (mandatory, even if '0')
Hourly - The following column headers are required to be in your import file:
sales_dt - Date & Hour of sales transactions; (must be yyyy-mm-dd hh:mm:ss)
gross_sales - Total daily gross sales (optional)
net_sales - Total daily net sales (mandatory)
tips - Total daily tips (mandatory, even if '0')
Delete Sales
You have the option of deleting all data for a selected channel should you realize after importing that there is an issue with the data.
Simply click the trash can icon to delete.
Related Article
Use projected sales to manage labor costs when scheduling here