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Table of Contents

Sales

The Sales tab is separated into two distinct sections: Trends and Summary. When the Sales icon is selected from the left hand menu, a submenu displays with options for Trends or Summary. Trends shows Daily, Weekly, and Yearly gross sales. Summary shows a breakdown of payments and refunds, including tax, tips, discounts, and tender types collected. This information can be downloaded as a .CSV format file.

Details

Display

Daily Gross Sales

  • This graph displays the current day's gross sales by the hour, in purple. In gray, is displays the sales for the week prior- i.e., if when viewing Monday’s gross sale in purple, it will show the previous Monday’s sales in gray

  • Hold cursor over a point on the graph to view specific details

  • Click the date to select a specific date to view from the calendar, or use the arrows to move forward/back by one day

  • Click Export as CSV to download the data as a .csv spreadsheet

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Weekly and Yearly Gross Sales

  • Weekly Gross Sales

    • This bar graph displays the gross sales for the current week, and the prior week, starting with Sunday

    • Purple shows the current week, gray shows the week before

    • Hold cursor over a specific day to view the gross sales in dollars for that day

    • Click Export as CSV to download the data as a .csv spreadsheet

  • Yearly Gross Sales

    • This bar graph shows the gross sales for the current and prior year by month, starting with January

    • Purple shows this year’s data, and gray shows the year prior

    • Hold cursor over a specific month to view the gross sales in dollars for that month

    • Click Export as CSV to download the data as a .csv spreadsheet

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Summary

Details

Display

Gross Sales and Payments

  • This graph displays the gross sales and number of payments taken at specific times of day

  • Select a time frame to view:

    • Today

    • This Week

    • Last Week

    • This Month Custom

      • Use the calendar to select a start date and an end date

  • Regardless of the time frame selected, the graph will always display 12am-11pm

  • Hover cursor over a specific point on the graph to view the gross sales taken at the time of day and the total number of transactions

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Sales and Refunds

  • This section shows a detailed breakdown of sales and refunds

  • There are three columns:

    • Sales

    • Refunds

    • Net

  • There are eight rows:

    • Gross Sales

    • Discounts

    • Net Sales

    • Tax

    • Tips

    • Shipping Charges

    • Gift Card Issuance

    • Total collected

  • Click Excel-Compatible CSV to download the data as a .csv file

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Total Collected by Tender

  • This section shows a breakdown of the tender types collected

  • There are three columns for each payment type:

    • Sales

    • Refunds

    • Net

  • There are nine rows, each a payment type:

    • Cash

    • Check

    • Credit

      • American Express

      • MasterCard

      • Visa

    • Debit

    • Gift

    • Total Collected

  • Click Excel-Compatible CSV to download the data as a .csv file

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