Recompute MTD, YTD Totals

Action: none

ProfitSystem maintains Month to Date (MTD), Year to Date (YTD), and Lifetime sales totals for each retail inventory item. Circumstances may develop where the totals are out of sync with the data.

In this case ProfitSystem can analyze your sales tickets and recompute these totals. This function is aware of the optional multi-store module and performs the calculations for the store the register the user performing this function is logged in on is assigned to.

Sales in the current month will be counted in the MTD totals. You can specify the date range for your current YTD totals. Only sales that fall between the dates specified will be counted in the YTD totals.

You can also choose to calculate Lifetime totals as well. Note that these totals are calculated using your tickets.

Calculations do not include purged tickets. The totals only include those sales left after purging. So, lets say you have five years of tickets on file, and you purge the oldest three years of tickets. If you choose to recompute MTD/YTD totals and also include lifetime totals, the lifetime totals will only show the totals for your last two years of tickets.

Criteria

Include items sold between these dates for YTD totals...This is the business date, not the transaction date. You must enter a date.

Recompute life totals?...If checked, ProfitSystem will also recalculate the life totals for all retail inventory.