Stand Worksheet
The Stand Worksheet pulls data from 抖阴Cloud Portal, Data Management, and Venues Inventory. This data includes, but is not limited to Event, Site, Recipe, and Inventory information.
To use the stand worksheet, it is necessary to first enable the service and then set permissions.
Formula Versions
On of February 1, 2024, 抖阴Venues Inventory updated Stand Worksheet Formulas.
Pre existing stand worksheets are not affected by this update—these worksheets are regarded as Version 1 and will continue to use Version 1 formulas.
All newly created stand worksheets use the updated formulas.
Stand Worksheet formula updates* include:
Receipt Total does not include Total Discounts
Terminal Sales do not include Cash Count
Receipt Total includes Cash Count
Price Adjustment does not include Refunds
*Updates also reflected in 抖阴Stand Worksheet Reporting.
Enable Stand Worksheet
→ → → → → →
To enable Stand Worksheet functions for the site(s):
Navigate to Data Management.
From the menu on the left, select the following: ++.
From the Preferences menu, select Edit Site Preferences.
From the Site Selector menu, select the site(s).
From the Site Preferences menu, select Back Office to expand the menu.
From the Back Office menu, select Inventory to expand the menu.
From the Inventory menu, select the checkbox for Stand Worksheet.
From the upper-right of the Site Preferences menu, select Apply.
Stand Worksheet Permissions
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To limited Stand Worksheet access, select individual permissions.
Permission | Description |
|---|---|
Stand Worksheet | Provides access to all available Stand Worksheet permissions |
Add | Create stand worksheets |
View | View stand worksheets |
Manage | Manage stand worksheets |
Begin Count | View Begin Count column |
Expected QTY | View the Expected Quantity column |
Adjustment | View the Adjustment column |
Approve or Edit a Stand Worksheet
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To Approve or edit a stand worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, choose Select Event.
From the Event Selector, select the event.
From the lower-right of the Event Selector, choose Select Event(s).
From the Stand Worksheet area, select the desired site to view the Stand Worksheet Details page.
Make necessary changes.
From the upper-right of the Stand Worksheet Details page, select Accept.
Alternatively, select Save if future edits are necessary.
From the lower-right of the Confirmation, select Yes.
Print Opening Sheets
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To print an opening worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, select Print Opening Sheets.
From the Print Opening Sheets popup, use the Event dropdown to select the event.
From the lower right of the Print Opening Sheets popup, select Print.
Create New Stand Worksheet
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To create a new stand worksheet:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, select New Stand Worksheet.
From the Site Selector popup, select the site.
From the lower right of the Site Selector popup, select Create.
Add Time Range Filter to Audit Trail
Portal → 4-Dot Menu → Venues Inventory → Stand Worksheet
To add a time range filter to an audit trail:
Navigate to Venues Inventory.
From the menu on the left, select Stand Worksheet.
From the upper-right of the Stand Worksheet area, select Select Event.
From Event Selector, select the event name.
From the event view, select the site name, which opens the Stand Worksheet Details.
From the upper-right of the Stand Worksheet Details area, select Audit Trail.
From Stand Worksheet Details - Audit Trail, select the item name, which opens Update Form.
From Update Form, select the dropdown menu for Date/Time, which opens Date/Time Range.
From Date/Time Range, select the date and time for the start and end of the period.
From Date/Time Range, select Apply.
Add Post Closure for Audit Trail
Portal → 4-Dot Menu → Data Management
To add Post Closure for an audit trail:
Navigate to Data Management.
From Data Management, select Ordering Settings.
From Ordering Settings, select Settings.
From Settings, select the dropdown menu and select Preferences.
From Preferences, select Set company defaults.
From Default Company Preferences, scroll down and select Back Office.
From Back Office, select Inventory Stand Worksheet.
From Inventory Stand Worksheet, scroll down and select the Post Closure toggle to Yes.
From the upper-right of the Default Company Preferences area, select Apply.
Complete Pending Transfers
Portal → 4-Dot Menu → Venues Inventory → Stand Worksheet
From the Stand Worksheet Details page, a message with a hyperlink is displayed for any pending transfers for the site.
Note
If no message displays on the Stand Worksheet Details page, there are no pending transfers for the site.
To complete the pending transfers starting from the Stand Worksheet Details page:
From the Stand Worksheet Details page, select Click here to complete them.
From the Pending Transfer List popup, select the 3-dot menu on the pending transfer row.
From the Pending Transfer List popup, select Edit, Accept, or Reject All.
Note
If Accept is selected, but the pending transfer requires additional review, the Transfer Details popup opens highlighting the items which require review.
If Reject All is selected, the pending transfer is removed from the Pending Transfer List popup.
From the Confirm popup, select Yes to complete the transfer. Select Cancel to return to the Pending Transfer List popup.
The completed transfers update the information on the Stand Worksheet Details Entry Form. For example, select the During In amount which opens a popup listing the During In Transfer Summary.
Note
If Edit is selected in Step 3, items can be located by scanning the item's UPC Code. See Configure Inventory Item UPC Code for steps to configure UPC codes.
Things to Know
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When a site processes a transaction after closing a stand worksheet, but prior to the start time of event sales, the transaction appears in the Post Closure Sales field—if this post closure sale contains a discount, it is reflected in the Post Closure Discounts field.