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Bar-i walks Heartland POS users through pulling the correct itemized sales report, selecting accurate count-period dates, and exporting a CSV file ready for immediate upload and recipe mapping.
00:00:00,000 in this video we're gonna show users of Heartland
00:00:02,066 Point of sale system
00:00:03,100 how to run the correct itemized sales report
00:00:05,300 from the Heartland back office
00:00:06,766 for uploading into the bar I software
00:00:08,800 so that we can precisely compare
00:00:10,266 what you're selling at your bar
00:00:11,366 versus what's being poured in real life
00:00:13,466 so we've cut off the top here
00:00:14,800 so we can't see which bar this is
00:00:16,600 but go ahead and log in on the top left out of screen
00:00:20,566 open up the menu click on reports
00:00:22,566 and then the specific report we need is the items
00:00:25,566 report
00:00:26,066 so first step get the items report on the top right
00:00:29,366 if you're a multi store location
00:00:31,066 you'll see that you can select that
00:00:32,600 go ahead and select the correct location
00:00:35,566 and then on the dates
00:00:36,866 you need to select the relevant dates
00:00:38,500 so for instance if we are doing a Monday count
00:00:41,433 let's say we just completed our count here on Monday
00:00:44,300 the 19th and we previously did a count on the 12th
00:00:47,800 Monday the 12th so
00:00:48,700 that means we counted early in the morning on the 12th
00:00:50,600 so we want to include sales from that day
00:00:54,033 because we count in the morning
00:00:55,200 we include the sales after the count
00:00:57,200 and then if we counted first thing on the 19th
00:00:59,500 we'll include obviously the sales the day before that
00:01:02,066 so that'll be through the 18th
00:01:03,466 so go ahead and click run
00:01:05,300 give you all the data and then click export
00:01:07,600 and of course we cannot use the PDF version
00:01:09,766 that's just an image we need the CSV
00:01:11,566 the comma separated values version
00:01:13,500 go ahead copy that
00:01:15,266 save it someplace sensible
00:01:16,966 and then you can upload it into the system
00:01:19,400 thanks for watching and as always
00:01:20,700 if you'd like to see another how to video or an insight
00:01:23,633 please shoot us an email
00:01:24,466 we'll be happy to make one for you
00:01:25,466 thank you
00:01:26,966 count fast see results down to the serving
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