The GL Sales Rule Detail page allows you to edit (if you selected a pencil icon on the Manage GL Sales Rules page) or create a new GL sales rule (if you selected NEW GL SALES RULE on the Manage GL Sales Rules page). A GL Sales rule maps your sale type categories (pulled from your POS) to a GL Code. 


A GL sales rule is made up of four parts: sale type, rule type, GL Code(s), and categories. This rule can then be applied across one or more revenue centers, dayparts, locations, and/or order modes. Access to this page should be strictly limited since any GL Sales rule discrepancies will prevent locations from posting. Individuals with the “Manage GL Sales Rules” permission will have full access to this page. 



Editing/Adding a GL Sales Rule - Basic 


Upon selecting either the pencil icon or NEW GL SALES RULES on the Manage GL Sales Rules page, you will be automatically navigated to the GL Sales Rule Detail page. From here, you will be able to edit or add the following: 

  • Rule Name - If you would like to give the GL sales rule a specific name, enter the name into this field. Note that a rule name is not required; however, if you do name the GL sales rule, it will appear in the “Components” column on the Manage GL Sales Rules page.
  • Sale Type - Select the rule’s sale type.
  • Rule Type - Select the rule type. The selected rule type determines the manner in which the categories are posted to RADAR. The available rule types include:
  • Summation - This rule type will sum the total sales (or other sale type) value per category and post to a single GL Code. This rule type is the most commonly used rule type as it provides summary level information.
  • Breakout Transaction Details - This rule type provides detailed-level information as it breaks out each associated category at the transaction level. Additionally, this rule can be posted to multiple GL Codes.
  • Adjustment - This rule type allows sales (or other sale type) activity to be split between two GL Codes based on the entered percentage.
  • Summation (+/- split) - This rule type will post the sales (or other sale type) value to different GL Codes depending on whether the transaction was positive or negative.
  • GL Code - Depending upon the rule type selected, you are able to select one or more GL Codes to which the selected categories will be mapped.
  • “Summation” - If you selected “Summation” in the ‘Rule Type’ drop-down field, you will only be able to select one GL Code.
  • “Breakout Transaction Details” - If you selected “Breakout Transaction Details” in the ‘Rule Type’ drop-down field, you will be able to assign multiple GL Codes. To do this, select the desired GL Code(s) from the “Available” column. (Select multiple GL Codes by holding down the Control key on the keyboard while making your selections.) Next, select the icon to add the GL Codes(s) to the “Assigned” column. To remove a GL Code from a rule, select a GL Code in the “Assigned” column and select the icon.
  • “Adjustment” - Select a Debit GL Code and a Negative GL Code.
  • Percent to Use - Enter an adjustment percentage.
  • Comment - Enter any pertinent notes you would like to appear with the adjustment.
  • “Summation (+/- split)” - Select the Positive Value GL Code and the Negative Value GL Code.
  • SAVE/CANCEL - Select SAVE to save your changes or CANCEL to cancel your changes and return to the Manage GL Sales Rules page. 



Editing/Adding a GL Sales Rule – Advanced 


Selecting SHOW ADVANCED OPTIONS will allow you to apply the GL Sales rule in a number of different ways. If you are editing a GL sales rule, you will not be required to select SHOW ADVANCED OPTIONS since the Advanced section will automatically be displayed. 


In general, this section is broken up into the following five options (Not all options are displayed across all sale types): 

  • Category (The name of this option will change with selected sale type)
  • Revenue Center
  • Daypart
  • Locations
  • Order Mode 


Each of the five options allows you to filter in the following three ways: 

  • All - If “All” is selected, all categories, revenue centers, dayparts, locations, and/or order modes will be applied to the GL sales rule.
  • Choose - If “Choose” is selected, you will be able to select the desired categories, revenue center(s), daypart(s), location(s), and/or order mode(s) to apply to the GL sales rule.
  • Only - If “Only” is selected, all categories, revenue centers, dayparts, locations, and/or order modes will be applied to the GL sales rule except for the selected category, revenue center(s), daypart(s), location(s), and/or order mode(s).