Stand Worksheet Details

Genius Portal → 4-Dot Menu → Venue Inventory → Stand Worksheet

Note

See Data Management → Ordering Settings → Settings → Preferences → Back Office → Inventory Stand Worksheet for administrative settings.

To access Stand Worksheet Details:

From the Stand Worksheet List, select a site.

Stand Worksheet Details displays:

Worksheet Area	Header	Description
General	Event	Event name (view only)
	Date/Time	Date/time of the event (view only)
	Site	Site of the event (view only)
	Status	Event status (view only)
Sales Orders	Order Number	Order number
	Close Date/Time	Closing date/time
	Order Type	Type of order
Information Data	Physical Sales	Sum of physical dollars
	Terminal Sales	Sum of terminal dollars
	Phys/Terminal Diff	Physical sales minus terminal sales
	Tax	Tax for chargeable item
	Cash Count	Physical cash count
	Cash/Terminal Diff	Cash count minus the sum of sales paid by cash
	Receipt/Physical Diff	Percentage of receivables minus physical sales
	Credit/Gift Cards	Sum of credit, debit, and gift cards
	Tips	Sum of tips
	Total Discounts	Sum of discounts
	Fees/Other	Sum of surcharges, donations, and fees
	Post-Closure Sales	Sum of post-closure dollars
	Post-closure Tax	Sum of post-closure taxes
	Post-Closure Credit/Gift Cards	Sum of post-closure dollars paid by credit, debit, or gift cards
	Post-Closure Tips	Sum of post-closure tips
	Post-Closure Terminal Cash	Sum of post-closure dollars paid in cash
	Post-Closure Discounts	Sum of post-closure discounts
Entry Form	Item Name	Item name
	Unit	Unit of measure (UOM) for the item
	Unit Price	Price for the UOM
	Chargeable	Indicates item deemed as chargeable
	Begin Count	Quantity on hand (QOH) before event opening
	MGR Starting Override	The manager count quantity, also starting counts from XPOS
	During Event In	Quantity of during event in transfer. Includes Base Unit field, if applicable.
	During Event Out	Quantity of during event out transfer
	Gratis	Quantity of gratis meals
	Ingredient Spoil	Quantity of spoiled items
	Adjustment	Adjusts quantities for transfers in/out
	Expected Qty	Quantity expected after sales, accounting for transfers, gratis, and spoilage
	Ending Count	Manual count or count from POS
	Terminal Qty	Quantity sold
	Terminal Dollars	Sum of terminal sales, including tax
	Physical Qty	Physical count of items
	Physical Dollars	Physical dollar count
	Price Adjustment	Dollars considering adjustments
	Variance Qty	Ending count minus expected quantity
	Variance Dollars	Dollars considering variance

This section describes the Entry Form Options:

Stand Worksheet Details: Entry Form Options

Genius Portal → 4-Dot Menu → Venue Inventory → Stand Worksheet

From the Stand Worksheet Details page, scroll to view the Entry Form area.

Options appear on the upper right of the Entry Form area:

Option	Description
Edit Counts	Edit worksheet
View Settings	Summary View Chargeable Only—when off, chargeable items appear above non-chargeable items. Toggle all View Settings to off to display all available worksheets.
Write Zeros to Blank Ending Counts	Marks all blank items with a zero count
Actions	Select the toggle box next to the Item Name and activate the Actions dropdown menu. Use Actions to select Transfer In or Transfer Out to open a popup to Create in During Event Transfer.

Note

From the Stand Worksheet Item List, items can be located by scanning the item's UPC Code. See Configure Inventory Item UPC Code for steps to configure UPC codes.

Stand Worksheet Details

Note

Stand Worksheet Details: Entry Form Options

Note

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