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The Sales tab allows users to view detailed information about Sales Trends, Sales Summary, Sales by Items, and Sales by Staff. Users are also able to export this data to CSV files.
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Sales Trends
The Sales Trends section will display the Daily Gross Sales, Weekly Gross Sales, and Yearly Gross Sales. Users may export these reports to CSV by selecting the Export CSV button beneath each chart
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Sales Summary
The Sales Summary section will display the following sales breakdowns:
Gross Sales
Sales and Refunds
Total Collected by Tender
Users may choose a custom date range and export these reports to CSV file format by selecting the Export to CSV button,
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Sales by Items
The Sales by Items report will display the following information:
Top Items
Item Sale History
Users can choose a custom date range and filter the report as needed for further breakdowns. They may also export the Sales by Items Report by selecting the Export CSV button
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Sales by Staff
The Sales by Staff Report has two tabs available for users to view data from: Net Sales and Orders. Users may select a custom date range if desire. Both tabs display the following information:
Top Staff Members
The Top Staff members Net Sales or Orders
Staff Sales History
A full roster of employees listed by their Net Sales or Orders. Users may export to CSV format by selecting the Export CSV button
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Daily Sales and Restaurant Reports.
Daily Sales
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3. The Daily Sales page can be updated to select a specific date using the Calendar buttons in the top right corner | |
Net ReceiptsThe Net Receipts section displays the following information:
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Top SellersThe Top Sellers will show a ranking of top selling items by sales totals. | |
Top DiscountersThe Top Discounter section shows a ranking of employees providing the most discounts. | |
Top Employee SalesThe Top Employee Sales section provides a ranking of employees making the most sales. | |
Net SalesThe Net Sales section will display the following information:
Each of these catorgies are further broken down by column details:
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Net CashThe Net Cash section displays the following information:
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PaymentsThe Payments section shows a full breakdown of all payments received. Each payment type is broken down by columns on the top:
The Payment Types available are displayed on the left are:
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Pay In / OutThe Pay In /Out section displays a breakdown of Pay In/ Out information, including:
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TaxesThe Taxes section shows a breakdown of collected taxes, including:
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Gift Card SummaryThe Gift Card Summary section displays detailed information about gift card transactions, including:
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RefundsThe Refunds section displays a breakdown of Refunds by Category, including the following:
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SurchargesThe Surcharges section displays the following information:
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Net Sales by Payment TypeThe Net Sales by Payment Type section shows a breakdown of the following:
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LaborThe Labor section shows the labor the total number of hours, costs, and percentage of sales by job posiition. |