Sales - Contract Module
The Sales page is where you manage your sales data for percentage rent. From this page, you can add, edit, delete, or import your sales data. Sales data in Lucernex is encrypted at rest in the Lucernex database. You are required to enter your sales data if you want to use Lucernex’s Percentage Rent functionality. Lucernex supports recording of sales data as both dollar sales and units sold.
To navigate to the Sales page:
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Navigate to Contract > Payment Info > Sales.
Use the links in the Navigation Pane on the leftmost side of the page.
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Follow a procedure below.
Add Sales Data (Manual Method)
You can add sales data to the system manually, or you can import sales data in bulk. To learn how to import data in bulk, see the Import Sales Data procedures below.
To add sales data:
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Click Add Item.
This displays in the Actions menu on the right side of the page.
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Select the sales group from the Sales Group field.
Create a new group or category.
Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.
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Select the sales type from the Sales Type field.
To add a sales type, follow the Add a Sales Type procedures.
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Select the sales category from the Sales Category field.
The default sales categories are Actual and Forecast. The system will not generate transactions for sales with a sales category of Forecast.
Create a new group or category.
Categories are the third level of organization in Lucernex. Categories are the children of types, and grandchildren of groups. Groups, types, and categories are used to simplify reporting.
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Select the sales year from the Sales Year field.
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Enter the sales period in the Sales Period field.
The sales period refers to the sales period in the fiscal calendar you are using in the system. To learn how administrators can configure their fiscal calendar in Lucernex, see the Fiscal Calendars procedures.
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Enter the effective date of the sales in the Effective Date field.
You can also click Calendar
to open the Date Picker and select the appropriate date. -
Enter the gross sales amount in the Gross Sales Amount field.
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Enter the net sales amount in the Net Sales Amount field.
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Select the currency of your sales data from the Currency field.
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Enter any adjustments in the Adjustment #1 – Adjustment #6 fields.
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Enter the posting date of your sales data in the Posting Date field.
You can also click Calendar
to open the Date Picker and select the appropriate date. -
If you have a custom identifier for sales, enter the sales ID in the Sales ID field.
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Enter the unit count in the Unit Count if applicable.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.
The page refreshes. Your sales data appears in the Contract Sales History List.
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Repeat steps 1 – 15 to add additional sales data manually.
Edit Sales Data
To edit your sales data:
Do one of the following:
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To edit your sales data manually:
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Select the sales record you want to edit from the Contract Sales History List.
The sales data populates on the page.
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Make your changes.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.
The page refreshes. The data is updated.
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To edit your sales data via import, follow the steps outlined in the second bullet of step 1 of the Enter or Update Sales Data in the Sales Data Import Spreadsheet procedures on the Complete the Sales Data Import Spreadsheet page.
Delete Sales Data
To delete sales data:
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Select the sales data record you want to delete from the Contract Sales History List.
The sales data populates on the page.
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Click Delete Item.
This displays in the Actions menu on the right side of the page.
The sales data are deleted. It no longer appears in the Contract Sales History List.
Complete the Sales Data Spreadsheet (Data Import Method)
To learn how to complete the Sales Data Spreadsheet, follow the Complete the Sales Data Spreadsheet procedures.
Import Data
These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.
To import data:
Test your import in the Train environment before you import to your Production environment, to avoid importing incorrect data.
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Click Import Data.
This displays in the Actions menu on the right side of the page.
The Upload Spreadsheet window opens.
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Click Download Spreadsheet if you need to download a spreadsheet for import.
The spreadsheet downloads.
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Complete the spreadsheet.
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Save the spreadsheet with a unique title, so that you can identify it for tracking purposes.
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Click Browse in the Upload Spreadsheet window.
An upload dialog box opens.
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Select the spreadsheet you saved in step 4.
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Do one of the following:
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If you are doing a test import of your data in TRAIN, select the Continue till the end option.
This will import the entire spreadsheet, with the exception of the lines that have errors. The system will give you a summary of the lines that had errors once the import is complete.
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If you are importing your data in PRODUCTION, select the On first error option.
This will stop the import if the system encounters an error, and the system will inform you which line had the error. You can then fix your import, remove the lines that have already been imported, and then re-import the spreadsheet.
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Click Import.
The import starts.
The import completes. A window with a summary of the results of your import displays.
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Click Close.
The window closes. A dialog box opens, asking if you want to reload the page.
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Click Yes.
The page refreshes. Your new data appears on the page.
