Weekly Procedures Checklist

Created by Tristan Dyer, Modified on Wed, 1 May at 2:43 PM by Tristan Dyer

Weekly Procedures Checklist

IMPORTANT! Follow the order of this list when completing each task.

Follow the Daily Procedures Checklist
Ensure all Stock Transfers are entered and processed
ONLY if Stock Control processes are in place
Ensure all Liquor & Food Invoices, Credit Claims and Bonus Stock are entered and processed
ONLY if Stock Control processes are in place
Complete the Stocktake Procedures for ALL Locations
ONLY if Stock Control processes are in place
Print the Cost of Goods Report (OPTIONAL IF USING STOCK CONTROL PROCESSES)
Sysnet Toolbar > Stock > Reports > Stock > Cost of Goods
- Select WEEK
- Select the required week from the drop down menu
- Use the group filters to modify the report
  
  Note: It is a good idea to review this report carefully prior to running the End of Week. Any issues found can be addressed before the week is closed. However, to guarantee accuracy, print the final copy of this report AFTER the End of Week is run.
Print the Profit Report
Sysnet Toolbar > Stock > Reports > Sales Stock (PLU) > Profit Report > Historical
- Select WEEK
- Select the required week from the drop down menu
- Choose the location
  
  Note: If necessary, print 2 separate reports; one for Liquor PLU Groups and one for Food PLU Groups. Using Report Templates can be a handy tool for this report.
Complete an End of Week
Sysnet Toolbar > Processing > End of Week
Optional Reports
- Cash Balance
- Petty Cash Summary
- Petty Cash Transaction Details
- Revenue Breakdown
- Revenue Breakdown Summary
- Sales Stock Summary
- Takings Analysis
- Takings Analysis/COGs
- User Log
- Debtor Summary
  
  Note: Automatic reports - Any of these reports can be automatically printed when the End of Period processes are performed.
Perform a Daily Backup of Sysnet
Sysnet Toolbar > Processing > Backup Sysnet
Select Backup Method as “Daily” and back up to an external drive (USB Key, SD Flash Card etc).