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Input checklist · AI automation

Daily sales reporting: input checklist

Prepare a small, representative source pack. Start with sample till exports and branch identifiers and plan a reconciled daily sales summary.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
sample till exports and branch identifiers.
Proposed result
a reconciled daily sales summary.
A decision to resolve
refunds and branch closing times.

This is a planning example. It does not describe a completed client engagement.

Input checklist for this project

  • Start with sample till exports and branch identifiers. Keep file names and revision dates intact.
  • Include an example that demonstrates refunds and branch closing times.
  • Share anonymised samples for initial discussion and identify the owner of the originals.

Questions to answer together

  • Which source is authoritative, and which version applies?
  • Can a complete example and an incomplete example be supplied?
  • Who can approve sharing the files and explain their fields?

What to have at the end

An input register with file names, versions, owners and missing information.

Record the decision on refunds and branch closing times alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.