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Understanding Closeout & End of Day Reports
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Information
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Display
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The Closeout and End of Day (EOD) Reports will both print out with Close Report displayed at the top
If the top of the printout displays Run for: Entire Location, this indicates that the report is the End of Day Report
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Cash Reconciliation
Cash Reconciliation is where to find the basic breakdown for all income for the day.
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Make any desired changes to reflect different printout options before close-out and EOD reports. The report will say Adjusted to indicate that settings changes were made after opening |
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title | Click here to see detailed information on the Cash Reconciliation section of the report |
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Information
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Display
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Open Cash
Amount of cash in the drawer at the time of open
Total Cash
Overall amount of all orders that were closed out as cash
Cash Payment
Total cash that came from just closed out orders
Cash Pay Ins & Outs
The total of cash that came in or out of the location for non-menu/sales related transactions
i.e, deposits, grocery store runs, etc.
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A further breakdown is included towards the bottom of the report |
Gift Card Cashouts
Total amount of cash given out from the balance of a GC
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Total Tips
Overall sum of all tips collected
Auto-Gratuity
Overall amount of tips from automatic gratuities on orders.
i.e. large parties, manually added gratuities
Non-Cash Tips
Overall sum of tips from credit cards
Cash Due
Total amount owed to the restaurant (if closeout) or the total cash drop (if EOD)
Close Cash
Amount of cash in the drawer at the time of close
Over/Short
The amount of cash that the drawer is either over or short from opening to closing amount
Total Cash Due
This is the overall calculation (set in BOH before or during installation) based on how you handle cash management EOD.
There are 4 different options available:
Total Cash
Total amount due INCLUDING all CC and auto-gratuity tips received
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Recommended for locations that pay out tips on payroll only |
Total Cash Minus Auto-Grats
Total cash due including CC tips, but not auto-gratuity
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For individual closeouts, if they take their auto-grats home |
Total Cash Minus Non-Cash Tips
Total cash due including auto-gratuity but not CC tips
Tip |
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For individual closeouts, if they take their CC home |
Total Cash Minus Both
Total cash due, not including CC and auto-gratuity tips.
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For individual closeouts, if they take all tips, auto-grats and CC tips, home |
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Recommended for locations that pay out tips at the end of the shift |
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Payments & Discounts
The Payments & Discounts section displays the specific breakdown totals by payment type and discounts.
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title | Click here to see detailed information on Payments & Discounts |
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Information
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Display
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Payment Summary
Each payment type will be listed with the total for that payment type and totals for payments, tips, and overalls
The next breakdown displays totals for Credit Cards with tips, Credit Cards used for paid ins/outs, and Credit Cards used for paid ins/outs with tips
Discount Summary
The breakdown of all discounts used for that shift and totals for each.
Each discount will be displayed by name, the number of time it was used, the overall total for the discount, and the combined total
Paid In/Out Summary
This is a breakdown of any Paid Ins/Outs for that shift and the overall totals for each separately and together
This shows the type of paid in/out used, the total amount for it, and how many times it was used
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Surcharges, Report Groups, and POS Summaries
This section gives a general breakdown of sales, surcharges, taxes, and much more.
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title | Click here to view detailed information on Surcharges, Report Groups, and POS Summaries |
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Information
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Display
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Surcharge Summary
The specific breakdown of any surcharges that were used during this shift, including the name and total amount for each surcharge
Group Sales Summary
The break down of each of report group’s total sales in dollar total amounts and net percentages
POS Details
This will be a general breakdown of the sale, including:
Net sales
Taxes
Gross sales (net plus taxes)
Quantity of and sum total of voids
Guest count
Sales average by guest
Total amount of orders from the shift or day
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To ensure accurate guest count totals, it is best practice to set up a Guest Count prompt at check-in |
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Gift Cards & Scheduled Orders
The Gift Cards and Scheduled section showcases all information on gift card activities, including purchases, reloads, and sales. It also displayed all in-house and online scheduled orders.
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title | Click here to view detailed information on the Gift Cards & Schedule Orders section of the report |
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Information
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Display
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Gift Cards
Displays the quantity and sum totals for:
Gift Card Sales
Gift Card Payments
Gift Card Cashouts
Gift Card Voids
Scheduled Orders
This is a detailed display list of all scheduled in-house and online scheduled orders
Scheduled Orders List (POS)
List of all in-house, manually scheduled orders, including the order number and the amount of the order
Scheduled Order List (OLO)
List of online scheduled orders including the order number and the total amount
Unscheduled Orders
Didsplays the quantity and totals of all unscheduled orders (online and in-house)
Scheduled Order Payments
A full payment full breakdown of all listed scheduled orders - Including:
Quantity
Amount
Tip
Sum Total for open and closed scheduled orders, tip, and overall
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Contents
Child pages (Children Display) |
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