TAOROCKET | Help Center

Categories

Getting Started Inventory Management Digital Menu Employee Management Legal Settings

Daily Snapshot: Register Daily Sales

Back to Inventory ManagementHomepage Inventory Management Daily Snapshot: Register Daily Sales

What you’ll need

  • Access to the TaoRocket Console
  • Permission: Manage inventory
  • Items must be on sale and have stock tracking enabled

1. Open Daily Sales & Start a New Entry

  1. In the sidebar, click Inventory → Daily Sales.
  2. Click + New Sales to open the daily sales form.

2. Select Store & Sales Date

  1. Choose the Store where the sales occurred.
    Note: The available stores are based on your user permissions.
  2. The Sales date is prepopulated with the current date; adjust if needed.

3. Add Items & Quantities

  1. In the Items section, you'll see all items on sale with stock tracking enabled.
  2. Use the Search sales item field to find items quickly.
  3. Enter the Quantity sold for each item.

4. Save or Complete the Sales Entry

  • Save as Draft: Keep the entry incomplete to finish later.
  • Create: Finalize the daily sales entry.

5. (Optional) View Updated Stock Details

Toggle Show details anytime during creation, editing, or after saving to view updated stock levels reflecting your daily sales entries.

6. Additional Actions

In the More menu, you can:

  • Save as PDF: Save the daily sales including supplier and store details.
  • Save as CSV: Export the daily sales for use in Excel.
  • Partial Void: Available only for closed daily sales, allows partial voiding of the adjustment.
  • Delete: Available only for draft daily sales, permanently delete the entry.

What’s next?

🎉 With accurate daily sales records, your inventory remains aligned with actual sales—keeping your operations efficient and transparent!