Views:
Overview: Sales types and periods are the base variables used for the collection and measurement of a business center's financial data. GIR allows a joint configuration of these elements between the system and the POS. 

To learn more about sales types and periods, see Understand sales types and periods

Start from: The Analytics module. 

  • Navigate to Configuration > POS - Configuration

 

Notes: All modifications to sales types and periods must also be made directly in the POS. To edit parameters such as the name and code of the Sales Types and Periods, it is necessary to go directly to the POS configuration. GIR extracts the POS data to be used in the system's budget configuration later. The data in the system and the POS must always match to maintain a faithful record and optimal performance. 

Manage sales types 

Create a sales type 

  • On the POS - Configuration screen, select the Sales Types tab. 

Una captura de pantalla de un celular con texto e imágenes<br><br>Descripción generada automáticamente con confianza media 

  • Select the + New button to add a new sales type.  

 

  • In the New Sales Type (POS) window, fill in the following fields: 

  • Sales Type: Select the field and assign the name to the new sales type in all applicable languages. Press Accept to continue with the configuration.  

 

  • Code: Assign the code that corresponds to this sales type according to the POS.  

Notes: The sales import service will only allow sales data from POS for which Sales Type codes match with the ones configured. 

  • Category: Assign a category from the drop-down list.  

  • Traffic Type (default): Assigns a traffic to the sales type, which can be by guests or tickets.  

  • Groups: Assign specific groups to the sales type you are creating.  

Notes: To configure the groups, go to Configure Sales Type Groups below in this same article.  

  

  • Once you have filled in all the fields, select Accept to complete the creation of your new sales type. 

Change sales type 

  • In the Sales Types tab, select the row of the sales type you want to modify.  

  • A pop-up window will appear where you can edit the following fields: 

    • Sales Type Name (in all languages) 

    • Category 

    • Type of traffic 

    • Groups (1, 2 and 3) 

Interfaz de usuario gráfica, Aplicación, Teams<br><br>Descripción generada automáticamente 

Notes: The code is already associated with a sales type in the POS, so it cannot be changed.  

Configure Sales Type Groups 

  • On the Sales Types tab, select Sales Types Groups Setup

 

  • In the popup window, you will see the three (3) available groups and, by selecting them, you will also see their respective subgroups.  

  • Select Edit in the row of a group or subgroup to change the names. 

 

  • You can create new subgroups within a group by filling in the Add Subgroup field and selecting + Add

 

  • Select Delete in the row of a subgroup to delete it.  

Notes: Only subgroups can be deleted, as groups are three by default.  

 

Manage sales periods 

Create sales period 

  • On the POS - Configuration screen, select the Sales Periods tab. 

 

  • In the New Sales Period window, fill in the following fields: 

  • Sales Period: Select the field and assign the name to the new sales period in all applicable languages. Press Accept to continue with the configuration. 

 

  • Code: Assign the code that corresponds to this sales type according to the POS.  

  • Notes: The sales import service will only allow sales data from POS for which Sales Period codes match with the ones configured. 

  • Category: Assign a category from the drop-down list. 

 

  • Once you have filled in all the fields, select Accept to complete the creation of your new sales period. 

Change sales period 

  • In the Sales Periods tab, select the row of the sales period you wish to modify.  

  • A pop-up window will appear where you can edit the following fields: 

    • Sales Period Name (in all languages) 

    • Category 

 

Notes: The code is already associated with a sales period in the POS, so it cannot be changed.