Weekly Procedures Checklist

Created by Tristan Dyer, Modified on Wed, 01 May 2024 at 02:43 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).


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