How do I fix Sales Batches processed in the wrong month in PlusCentral?
In order to reverse a Sales Batch that was processed in the incorrect month or financial period on PlusCentral the below steps must be followed:
1. Manual Sales
Manual Sales are used to reverse POS Sales incorrectly processed.
Navigate to Processing -> Stock Processing -> POS Sales Import.
Open the POS Sales Batches that were processed in the incorrect period and copy the information into a text file. Next click on Processing -> Stock Processing -> Manual Sales.
Create a Manual Sale by clicking on the "Add" button. Please make sure that the correct Store and Outlet has been selected, and that the reference "Correction" has been added.
Select "Ok" as normal to create the Manual Sale.
Continue by processing a negative symbol/ minus in front of all the units and quantities of the stock items, found on the POS Sales Batch. Next check that all the stock items are correctly entered. Once you are sure all the details are correct click on "Ok" and then "Commit this Batch".
The stock items would now have been put back into the Store. To confirm this please navigate to Reports-> Stock Reports -> Movement Report and check the store to ensure the items were added back into the store.
After the above has been completed and Month End has taken place, please contact your HTI Client Success Agent to recreate the POS Sales Batches for you.
You can then reprocess the POS Sales Batches in the correct month or financial period.