Back Office: Home

Back Office: Home

  1. Sign into the Back Office. then select a Store. You should be taken to that store’s Home page. If not, then on the left side navigation, click Home.
    1. Tip: Type the name of the Store in the Search bar for quicker Store selection.

  2. For every dashboard tab, select the Time Period from the dropdown, then click Apply:
    1. Today – The report will run based on Today’s store business date.
    2. Yesterday – The report will run based on yesterday’s store business date.
    3. Last ‘N’ Days [Enter the number of Days, type the number or use ▲/▼ to increase/decrease the value] – The report will run based on the entered days.
    4. This Week [Default] – Just the current week is displayed (if the report is run on Tuesday then from Sunday to Tuesday will be displayed).
    5. Last Week – The last week is displayed (from Sunday – Saturday or Monday – Sunday).
    6. Last 7 Days – Report will run based on from Today’s Date to last 7 Days.
    7. This Month – Just the current month will be displayed.
    8. Last Month – Just the previous month will be displayed.
    9. Last 30 Days – Report will run based on from Today’s Date to last 30 Days.
    10. Specific Date [Select the specific Date (Calendar View)] – Report will run based on the selected Date.
    11. Date Range [Select the From and To Dates (Calendar View)] – Report will run based on the From to To Dates. The From Date should be prior to the To Date.

Dashboard Tabs

Summary
Sales
Schedules
Employees
Marketing
KDS
Inventory
Online Ordering
Feedback
Customers
Summary
A high-level view of Sales based on the selected Time Period.




  1. Sales - The Total Sales for the selected Time Period. Displays the Gross Sales, Net Sales, Non-Taxable Net Sales, Grand Sales, Gross Receipt, Gross Void, Net Void, Tax, Tax Exempt, and Item Service Charge.

    1. Gross Sales
      1. Formula: [Sum of all payments + gross void + discount + discount tax + void discount + void discount tax] – [GC sold + HA sold + Membership sold + GiveX sold + Gratuity + Delivery compensation].

    2. Net Sales – Gross revenue minus applicable sales returns, allowances and discounts).
      1. Formula: Gross Sale - Tax - Gross Void (or Net void + Void Tax) - Discount - Discount Tax - Void Discount - Void Discount Tax.

    3. Non-Taxable Net Sales – The Non-Taxable Net Sales for the selected Time Period.
      1. Items which have zero amount ($0.00).

    4. Grand Sales – The Grand Sales for the selected Time Period.
      1. Formula: Net Sale + Tax.

    5. Gross Receipt – This Gross Receipt for the selected Time Period.
      1. Formula: Sum of all payments.

    6. Gross Void – This Gross Void for the selected time period (inclusive of tax)\
      1. Formula: The Total Price (Item price + Tax), Item and modifier which are voided

    7. Net Void – This Net Void for the selected time period (exclusive of tax)
      1. Formula: The Total Price (Item price) Item and modifier which are voided.


  2. Discount Types – Displays the Promo, Comp, Donation, Discount Tax and Refund discount amounts during the selected Time Period – with the Total at the top.



  3. Summary – Displays the Opening Balance, Paid In & Out, Cash Drop, Tip Paid Out, Cash Expected, Over / Shortage, and Actual Cash for the selected Time Period.



  4. Departments – Displays all the Departments that are meant for sale during the selected Time Period.

    1. Department Summary Toggle – When the Department section will be displayed along with its respective Sale Amount. The Total amount available at the top for all the Department columns.


  5. Discounts – The Check Discount, Item Discount, Discount Tax, Void Discount, Void Discount Tax, Cash Reward and Discount In Gift Card, with the Total available at the top.



  6. Tip – The Tip amount received from all payments such as Credit Card, Employee Tip, Tip Charge, Gratuity, and Online Tip – with the Total amount at the top.
    1. Online Tip is clickable, and it includes Delivery Tip and Pickup Tip.



  1. Payment Summary – The summary of payments from using Credit Card, SideCC and Other Payment during the selected Time Period with the Total at the top. All 3 fields will be displayed by default.



  2. Credit Card – All Credit Card transactions during the selected Time Period. The available columns include Name, Count, Amount, Tip and Service Charge, with the Total at the top.
    1. The Deposit column is available in Admin view with Show Cash Reward toggle enabled.



  3. Other Payments – Transactions aside from Credit Card during the selected Time Period. The columns include Name, Count, Amount, Tip and Service Charge with the Total at the top.
    1. Includes HA Payments, GiveX, Loyalty, Cash, Gift Card, Online Payment, etc.



  4. Taxes – All Taxes collected during the selected Time Period. The columns include Tax Name, %, Net Sales, Amount and Tax Exempt with the Total at the top.

    1. Refund Tax will be displayed by default.


  5. Guests – Displays the statistics of the Check. Includes information on Check Count, Guest Count, Average Per Check, and Average Per Guest during the selected Time Period.

    1. Check Count – The total number of Checks. This will be displayed only when Guest/Checks toggle is enabled in Report Settings (under Settings). If the toggle is disabled, Check Count will not be displayed. Check Void will not be included.
    2. Guest Count – The total number of Guests. This will be displayed only when Guest/Checks toggle is enabled in Report Settings (under Settings). If the toggle is disabled, Check Count will not be displayed. Check Void will not be included.
    3. Average Per Check – The average amount per Check (in currency). Calculated by Total Amount divided by Check Count.
    4. Average Per Guest – The average amount per Guest (in currency). Calculated by Total Amount divided by Guest Count.

Sales
Sales data based upon the selected Time Period, after Apply is clicked. The following Header Tiles will appear:



  1. Net Sales (blue tile with dollar sign): Click on the Net Sales tile to view the Net Sales table.
    1. Formula:  Gross sale - Tax - Gross void (or Net void + Void tax) - Discount - Discount Tax - Void Discount - Void discount tax
  2. Net Sales Table – Displays columns for Date, Net Sale, Tax, Discount, Grand Sale – along with Search and Column.
    1. Rows Per Page dropdown – minimum of 5 and maximum of 20 (intervals of 5).
    2. You can sort by any Column (alphabetical or numerical).
      1. Each value in the Date column is clickable, which will display a table with columns for Ticket No, Customer Name, Transaction Date, Floor No, Table No, Net Sales, Total Tax Amount, Incl. Tax Amount, CC Service Charge, Discount, Gross Receipt, Closed By, Closed On.
      2. The Sorting option is available for all columns (alphabetical or numerical).


      3. The Ticket No column should be clickable and displays a table with sections for Check Summary, Order Summary, Tax Summary, and Payment Summary - along with the overall values populated in it
      4. When Close option is clicked, you are returned to the previous Date drill down table.
      5. You can send the receipt to the Customer by entering their Email Address then clicking Send Receipt. Only one Email Address at a time and Send Receipt won’t be clickable until the email is populated.


      6. Check Summary – The details of the check based upon the selected Check No., includes information on Check Number, Customer, Date, Service Type, Seat Number, Server Name, Gratuity, Discount, CC Service Charge, Online Order Service Charge, Total, Total Tip, and Item Service Charge.
      7. Tax Summary – Includes Tax information such as Type, Rate %, and Amount along with Tax Total.
      8. Payment Summary – Includes information on Payment No, Type, Tip, CC Service Charge, Amount, Status, Auth Code, and Transaction No.
      9. Order Summary – Includes information on Item, Price, Qty, Amount along with Sub Total.


  1. Active Checks (pink tile with receipt symbol) – Click on Active Checks to display the active check in the Store, with the Net Sales By Hour graph, Sales by Service Type and Sales By Tender graphs displayed below based on the selected Time Period.
    1. Active Checks Table – Displays columns for Ticket No., Date, Table, Net Sale, Tax, Discount, and Grand Sale. You can drill down by each value in the Ticket No column.
      1. The Actions column has a three line button, where you can view the Log Activity for the check. When clicked, a pop-up will be displayed and has the columns such as Ticket No., Action, Event Date & Time, Employee, Device Name, Node, Status, Logs. The back-arrow icon is included at the top right corner and upon clicking this pop-up will be closed.

      2. Rows Per Page dropdown – minimum of 5 and maximum of 20 (intervals of 5).
      3. You can sort by any Column (alphabetical or numerical).



  1. Avg Checks (green tile with chart symbol) – Displays the average amount of the checks in the store, based on the selected Time Period.



  1. Avg Cover (purple tile with dollar sign) – Displays the average cover in the store, based on the selected Time Period.



  1. Tax (yellow tile with percentage sign) – Displays the total tax collected for each and every check in the store, based on the selected Time Period. Click the Tax tile to view the Tax Table with the Net Sales By Hour, Sale By Service Type and Sales by Tender graphs all below it.
    1. Tax Table – Displays columns for Tax Name, Tax Percentage, Net Sales, Tax Amount and Tax Exempt, based on the selected Time Period, along with Search and Column options. Tax Amount and Tax Exempt include Total amounts.
      1. Rows Per Page dropdown – minimum of 5 and maximum of 20 (intervals of 5).
      2. You can sort by any Column (alphabetical or numerical).



  1. Transactions (pink tile with credit card symbol) – Displays the Transactions occurring in the store during the selected Time Period. Click the Transactions tiles, you will be able to view the Transactions Table with the Net Sales by Hour graph, Sales By Service Type and Sales By Tender graphs below.
    1. Transactions Table – Displays columns for Ticket No., Date, Payment No., Tender, Masked Card No, Auth Code, Status, CC Tip Charge, CC Service Charge, Amount, Tip along with Search and Column option should be displayed based on the selected time period.
      1. Rows Per Page dropdown – minimum of 5 and maximum of 20 (intervals of 5).
      2. You can sort by any Column (alphabetical or numerical).
      3. The drill down option should be available for values in the Date column.

      4. Click any Ticket No, the respective drill down should be displayed.
      5. You can send the receipt to the Customer by entering their Email Address then clicking Send Receipt. Only one Email Address at a time and Send Receipt won’t be clickable until the email is populated.

      6. Check Summary – Displays the details of the Check, including Check Number, Customer, Date, Service Type, Seat Number, Server Name, Gratuity, Discount, CC Service Charge, Online Order Service Charge, Total, Total Tip, and Item Service Charge.
      7. Tax Summary – Displays Tax details, such as Type, Rate %, Amount and Sub Total.
      8. Payment Summary – Displays Payment details, such as Payment No, Type, Tip, Cc Service Charge, Amount, Status, Auth Code, and Transaction No.
      9. Order Summary – Displays Order details, such as Item, Price, Qty, Amount and Sub Total.



  1. Customers (orange tile with people symbols) – Displays the total number of customers that ordered food, based on the selected Time Period.



  1. Discounts (yellow tile with dollar sign) – Displays the total amount in Discounts applied to the check - item based, check based, open item, open check, mix and match discounts – based on the selected Time Period. Click on the Discount tile to view the Discounts Table, along with the Net Sales By Hour, Sale By Service Type and Sales By Tender graphs below.
    1. Discounts Table – Displays columns with info on Discount Name, Total, %Total, Count, Average, Discount Coupon Type, Total Checks, % of Checks Discounted, Gross Sales, % Discount of Gross Sales and Checks Discounted, along with the Total Discount - based on the selected Time Period.
      1. Total amounts are available for Total, % Total, Count, Average.




  1. Refunds (purple tile with graph symbol) – Displays the Refund transactions that occurred during the selected Time Period. Click on the Refunds tile to view the Table, with the Net Sale By Hour graph, Sales by Service Type and Sales by Tender graphs below.
    1. Refund Table – Displays the Refund details, including columns for Date, Check #, Reason, Device, Refund By, Payment Type, Amount – along with Search and Column options – during the selected Time Period.
      1. Amount column includes a Total.



  1. Labor (pink tile with people symbols) – Displays the Labor-Involved Percentage based on the selected Time Period.



  1. COGS (pink tile with cooking symbol) – Displays the Cost Of Goods Sold for the store, based on the selected Time Period. Click on the COGS tile to view the Table, with the Net Sale by Hour, Sales by Service Type and Net Sales by Tender graphs.   
    1. COGS Table – Displays columns for information on Item, Quantity, and Cost – with Search and Column options – based on the selected Time Period, below the table.
      1. A Total is available for the Cost column.


  1. SPLH (blue tile with hourglass symbol) – Displays the Sale Per Labor Hour, based on the selected Time Period.


Below the selected tile's table, the following data appears:
  1. Net Sales By Hour Graph: Displayed below the table based on the selected Time Period. Hours are denoted in Horizontal view and Net Sales in Vertical view.


  2. Sales by Service Type Graph – Displays the Service Types that have taken place during the selected Time Period, for Net Sales calculation.


  3. Sales by Tender Graph – Displays the Net Sales that have occurred - organized by Tender Type - based on the selected Time Period, below the table. Tender Type are represented by colors.

Schedules
All the Schedules for the current week. Includes tiles for Scheduled Hours and Schedule Est. Wages.





  1. Scheduled Hours – Displays the Total Hours scheduled for an employee.



  1. Schedule Est Wages – Displays the Estimated Wages based on scheduled hours.

  2. Actual Hours – Displays when non-zero but hidden when zero (0).

  3. Actual Wages – Displays when non-zero but hidden when zero (0).

  4. Week Schedule Table – Displays from the current day and date for a week, and the schedule made by you from the scheduler. If there are hours scheduled, it displays the starting and ending hours, along with the role and total number of hours.

  5. Notifications & Messages – Displays all Notifications and Messages, along with the Date they were received.
    1. View All Messages – Click to view all Messages. The Messaging window appears.
    2. Messaging – For users to communicate with each other through Linga Schedules. There are tabs for Inbox (received messages) and Sent Items (sent messages), with the date the message was sent. Read your messages by clicking the mail icon in the Actions column.
      1. Delete - Upon clicking Delete (trash can icon), the Delete pop-up appears. Click Delete to confirm deleting, otherwise click Cancel / X Close.
      2. Under the Inbox tab, read an incoming message by clicking on it. A Read Message pop-up appears, with options to Reply (reply to the message) or Cancel / X Close (return to the previous screen).
                  
      3. Subject - Enter a brief description of the message.
      4. To - Select the employee to who you want to send the message.
      5. In the large box below the Subject, write the message.
      6. Once all fields are filled in, click Send to send message (or Save to save as a draft).


  6. Month Schedule Table – Displays the schedule for the month (Month and Year at top left). The day’s schedule(s) will display below the date.
    1. Change the Month by clicking the left (prior) or right (after) arrow.
    2. View the schedule for the current date by clicking Today.
    3. When you click on a schedule, the Shift History appears. It shows details of the shift - such as when it was Created, Published, to role Shift assigned (with Time & Date), Meal Break and Rest Break.


    4. When you click Swap Shift, the Shift Swap pop-up appears which contains Dates and another Role. Click the Date then the Role to swap the Shift. On the Shift Swap Confirmation pop-up, click Yes to confirm to swap the Shift. Otherwise click No or X Close and the shift won’t be swapped.
      1. If Yes is clicked, an approval request will be sent to the Manager and a Swap Request Sent To Manager For Approval confirmation will appear in Notifications/Messages.
      2. If you attempt a swap when another is already created, a Swap Already Exists pop-up appears.
             
Employees
Displays a breakdown of Employee performance once a Time Period is selected and Apply is clicked. It includes the following tiles:




  1. Total Employees (blue tile with people symbols) – Number of employees at the store during the selected Time Period.
    1. Total Employee = Overall active employees



  1. Employee Sales (pink tile with dollar sign) – Sales made by employees at the store during the selected Time Period.
    1. Employee sale = Total net sale of all employees



  1. Labor Cost% (green tile with check symbol) – Labor involved percentage (%) during the selected Time Period.
    1. Labor cost% = (Total labor cost of all employee / (Total net sale)*100)



  1. Worked Hours (pink tile with dollar sign) – Working hours of the employee during the selected Time Period.
    1. Worked Hours = Total Paid Mins/ 60



  1. Avg. Time per Check (yellow tile with hourglass symbol) – Average time taken per check during the selected Time Period.
    1. Avg time/check = (Net sales/ Number of sales)/100


Below the tiles, the following information is displayed:
  1. Top Employees – Displays performance of the top employees during the selected Time Period based upon Sales, Void, and Avg Check for the employees with their own colors. Employees are denoted in horizontal view, with Net Sales in vertical.


  1. Labor – Displays the Labor vs Sales by that Labor during the selected Time Period. Employees are denoted in horizontal view, with Sales in vertical.



  2. Tips – Displays the credit card tips collected by employees during the selected Time Period. Employees are denoted in horizontal view, with Tip Amount in vertical. Percentage of the tip collected is also shown.



  3. Roles – Displays the Role hours fulfilled by employees during the selected Time Period. Employees are denoted in horizontal view, with Time (hours) in vertical. Percentage amount contributed is also shown.



  4. Net Sales – Displays the Net Sales generated by employees during the selected Time Period. Employees are denoted in horizontal view, with Net Sales Amount in vertical. Percentage of the Net Sales collected is also shown.



  5. Employee vs Utilization – Displays the amount of time employees have worked during the selected Time Period. Employees are denoted in horizontal view, with Time in vertical. The Percentage is also shown.



  6. Average Time Per Check – Displays the average time per check handled by the employee during the selected Time Period. Employees are denoted in horizontal view, with Time in vertical.

Marketing
Displays information about Marketing and Campaigns after selecting the selected Time Period then clicking Apply. It includes the following information:



  1. Campaign Sent – Displays how many Campaigns were sent to the customer during the selected Time Period.



  1. Scheduled – Displays how many Campaigns are scheduled during the selected Time Period.



  1. Drafted – Displays how many Campaign are scheduled and drafted during the selected Time Period.



  1. Total Visits – Displays how many people have visited the Campaign.



  1. Visit Conversion Rate – Displays how many people who visited the Campaign, that applied or participated.


Below the tiles, the following information is displayed:
  1. Campaign Reach – The chart displays information on Email sends, the rate at which they were Delivered, Opened, Bounced and the number of Unsubscribe requests during the selected Time Period. The categories are denoted vertically while the number of emails are horizontal. Items will be displayed in different color.

  1. Top Campaigns – The table displays high-level information on campaigns, including the Name, Date Sent, Channel, Message Sent, Visit Rate, and Total Visits during the selected Time Period.

KDS
Displays high-level information on the Kitchen Display System (KDS), based on the selected Time Period. It displays the following information:


  1. Total Orders (blue tile with receipt symbol) – Displays the Total Number of Orders during the selected Time Period.
    1. Total Orders Table – Contains the Orders broken down by Kitchen area along with their Total Orders and Orders Voided.



  1. Avg Time Per Check (pink tile with hourglass symbol) – Displays the Average amount of Time Per Check, from opening to closing, during the selected Time Period.
    1. Avg. Time Per Check Table – Click on the Avg. Time Per Check tile to view the Avg. Time Per Check Table. It contains the Orders broken down by Kitchen Area along with their Avg Time for KDS and EXPO. Click X Close to return to the main KDS screen.



  1. Total Item Count (green tile with croissant symbol) – Displays the Total Count of the number of Items ordered during the selected Time Period.
    1. Total Item Count Table – Click on the Total Item Count tile to view the Total Item Count Table. It contains the Orders broken down by  Item along with their Count. Click X Close to return to the main KDS screen.

  1. Avg Time Per Item (pink tile with hourglass symbol) – Displays the Average Time it took to prepare an Item during the selected Time Period.
    1. Avg Time Per Item Table – Click on the Avg Time Per Item tile to view the Avg Time Per Item Table. It contains the Orders broken down by Item along with their Quantity and Preparation Time (minutes). Click X Close to return to the main KDS screen.

  1. Food Vs Time – Displays info. on the amount of Time by item of Food during the selected Time Period. The food items are denoted by horizontal bars.


  1. Time Vs Kitchen Display System – Displays information on amount of Time by Kitchen locations during the selected Time Period. The Kitchen locations are denoted by horizontal bars. The below example is Grill.


  1. Sale by Order Type – Displays information on percentage (%) of total Orders by Order (Service) Type during the selected Time Period. The Service Types are represented by different colors, and the Total number of Orders in the middle.


  1. Order Vs Kitchen Display System – Displays information on the number of Orders by Kitchen Area during the selected Time Period. The Kitchen Areas are represented by different colors, with the Total number of Orders in the middle.


  1. Module of Sale – Displays information on the number of orders by Sale Module during the selected Time Period. The Modules are represented by different colors, with the Total number of Orders in the middle.

Inventory
Displays the following information about Inventory based on the selected Time Period.

  1. COGS By Category Table – Displays the Cost Of Goods Sold (COGS) broken down by Category, with corresponding Sales and Cost, along with the Percentage ([Cost / Sales] x 100) and Margin (Sales – Cost).


  2. Low Stocks Table – Displays information on low stock items, based on the selected Vendor from the Low Stock By dropdown and organized by Item Name with corresponding Unit measurement along with Minimum and Available Quantity. Vendors are configured via Inventory > Vendors.
    1. Item Name – An Inventory Item created under the selected Vendor. If only one item is created with the vendor, only one item will be displayed in the dropdown and if there are multiple, then they all will be offered in the dropdown.
    2. Unit – The unit amount for the inventory Item.
    3. Minimum Quantity – The PAR Level set in the Inventory Item page that indicates the Low Stock threshold value for the Inventory Item.
    4. Available Quantity – The remaining available (on-hand) quantity for the Inventory Item.
    5. New Purchase Order – Add a new Purchase Order by clicking the + NEW PURCHASE ORDER button (next to the Low Stock By vendor dropdown). The Purchase Order pop-up appears.


      1. (Mandatory) Select the Vendor Name from the dropdown. Dropdown options are based on currently created Vendors, and only one Vendor can be selected per Purchase Order.
      2. (Mandatory) Select the Date (calendar view, DD-MM-YYYY format)
      3. Select a Place Order Via (Print [Default] or Email). You must first select a Vendor Name. If Email is selected, enter the Email address you’d like to send the Purchase Order to in the E-Mail field. It must be a valid email (address@email.com) or else an ‘Enter Valid Email’ error message appears.

      4. The Vendor Address should auto-populate based on the selected Vendor Name.
      5. The Ship To address should auto-populate based on Settings > Store Information.
      6. For Items to be Ordered, click + Add Inventory Item. A new row appears. Select the Item (available options based on the Vendor) from the dropdown, then the other fields should auto-populate based on when the Inventory item was created.
        1. Brand and Quantity can be edited.
        2. Click Delete (Trash Can icon) to Delete an Item from the Purchase Order. The Delete pop-up appears, then click Delete again to confirm. Otherwise click Cancel / X Close.
                    

      7. Place Order – Click Place Order to submit the Purchase Order. The Purchase Order button will only be available once all the mandatory fields are filled in and inventory Items are added. Once the Purchase Order is placed, the message ‘Purchase order saved successfully’.
        1. Click Cancel or Close to cancel the Purchase Order and revert to the main Purchase Orders page.


  3. Purchase Order Table – Displays a record of all Purchase Orders for the store, with columns for Purchase Order Number and the corresponding Vendor, Order Date, Order Cost and Status.
    1. Purchase Order Number – Number generated when the Purchase Order was created.
    2. Vendor – Selected from the Vendor dropdown.
    3. Order Date – The Date and Time the Purchase Order was placed. [DD-MM-YYYY 00:00 AM/PM]
    4. Order Cost – The Sum Total of all items on the Purchase Order.
    5. Status – The current Status of the Purchase Order (typically Placed or Received).


  4. Total Invoice Table – Displays a record of all Purchase Orders received by store, with columns for Purchase Order Number and the corresponding Order Date, Receive Date, Vendor, Vendor Invoice, and Total.

    1. Purchase Order Number – Number generated when the Purchase Order was created
    2. Order Date – The Date and Time the Purchase Order was placed. [DD-MM-YYYY 00:00 AM/PM]
    3. Receive Date – Select the Date and Time the Purchase Order was received. [DD-MM-YYYY 00:00 AM/PM].
    4. Vendor – Selected from the Vendor dropdown.
    5. Vendor Invoice – You can enter the Vendor Invoice No, and it will be saved on the Purchase Order.
    6. Total – The Total Price. It cannot be edited.


  5. Total Stock Purchases Table – Displays a record of Inventory purchases for the store, with columns for Inventory Item, Unit, Purchase Quantity, Purchase Cost, Available Quantity and Available Cost.

    1. Purchase Cost and Available Cost will have accompanying Totals. 
    2. Inventory Item – The item added to a Purchase Order. This cannot be edited.
    3. Unit – The unit amount for the inventory Item
    4. Purchase Quantity – The quantity provided during creation of the Item and Purchase Order.
    5. Purchase Cost – The cost configured during the purchase order creation based on the Quantity.
    6. Available Quantity – The remaining available (on-hand) Quantity for the Inventory Item.
    7. Available Cost – The remaining available (on-hand) Cost for the Inventory Item.

Online Ordering
Displays financial data generated from Online Orders, based on the selected Time Period.


  1. Net Sales – Displays Net Sales information generated from Online Ordering based on the selected Time Period. Click on the Net Sales tile to view the Net Sales Table.
    1. Formula: Gross Sale – Tax – (Gross Void [or Net Void + Void Tax]) – Discount – Discount Tax – Void Discount – Void Discount Tax.

  2. Net Sales Table – Contains data organized by Date and with the corresponding Net Sale, Tax, Discount, and Grand Sales for the selected Time Period.


    1. The values in the Date column are clickable and display more information about that Date’s data, including Check Number, Customer, Transaction Date, Floor No, Table No, Net Sales, Total Tax, Incl. Tax, CC Service Charge, Discount, Gross Receipt, Closed By, Closed On, and Grand Sales.


    2. The values in the Check Number column are clickable and display more information about that Check’s data. At the top-left you can send an Email Receipt Copy by entering the Customer’s Email Address then clicking the Send Receipt button, which will only be available when a valid Email Address is entered. Only one Address is allowed per send. Click Back button to revert to the Date table.



    3. The Check Summary Details section displays details for the selected Check - including the Check Number, Customer, Date, Service Type, Seat Number, Server Name, Gratuity, Discount, CC Service Charge, Cash Discount, Online Order Service Charge, Total, Total Tip, and Item Service Charge.
    4. The Tax Summary Details section displays Tax details for the selected Check - including Type, Rate %, Amount along with Tax Total.
    5. The Payment Summary section displays details of payment on the Check - including Payment No, Type, Tip, CC Service Charge, Amount, Status, Auth Code, Transaction No and Payment Ticket.
    6. The Order Summary section displays details of what was ordered on the Check - including Item, Price, Qty, and Amount along with Sub Total.


  1. Gross Sales - Displays Gross Sales information generated from Online Ordering based on the selected Time Period. Click on the Gross Sales tile to view the Gross Sales Table.
    1. Formula: Sum of all payments + Gross Void + Discount + Discount Tax + Void Discount + Void Discount Tax - (GC Sold + HA Sold + Membership Sold + Give X Sold + Gratuity + Delivery Compensation).
    2. Gross Sales Table - It contains Gross Sale information organized by Date, with corresponding Net Sale, Tax, Discount, and Grand Sales data.


    3. The values in the Date column are clickable and display more information about that Date’s data, including Net Sale, Tax, Discount and Grand Sale. This table denotes the overall value for the Net Sales that took place in that Time Period. Click the Back button to revert to the Gross Sales table.


    4. The values in the Check Number column are clickable and display more information about that Check’s data. At the top-left you can send an Email Receipt Copy by entering the Customer’s Email Address then click the Send Receipt button, which will only be available when a valid Email Address is entered. Only one Address is allowed per send. Click the Back button to revert to the Date and Check Number tables.



    5. The Check Summary section displays details for the selected Check - including the Check Number, Customer, Date, Service Type, Seat Number, Server Name, Gratuity, Discount, CC Service Charge, Online Order Service Charge, Total, Total Tip, and Item Service Charge.
    6. The Tax Summary section displays details for the selected Check - including the Type, Rate %, and Amount along with Tax Total.
    7. The Payment Summary section displays details for the selected Check - including the Payment No, Type, Tip, Cc Service Charge, Amount, Status, Auth Code, and Transaction No.
    8. The Order Summary section displays details for the selected Check - including the Item, Price, Qty, and Amount along with Sub Total.




  1. Tax (green tile with chart symbol) – Displays the total Tax collected from Online ordering during the selected Time Period. Click the Tax tile to view the Tax Table.


    1. Tax Table – It contains Tax information organized by Tax Name, with corresponding Tax Percentage, Net Sales, Tax Amount, and Tax Exempt along with Close option should be displayed based on the selected time period.



  1. Transactions (purple tile with check symbol) – Displays the transactions that occurred from online ordering, based on the selected Time Period. Click on the Transactions tile to view the Transactions Table.


    1. The values in the Check Number column are clickable and display more information about that Check’s data. At the top-left you can send an Email Receipt Copy by entering the Customer’s Email Address then click the Send Receipt button, which will only be available when a valid Email Address is entered. Only one Address is allowed per send. Click the Back button to revert to the Date and Check Number tables.


      1. The Check Summary details includes Check Number, Customer, Date, Service Type, Seat Number, Server Name, Gratuity, Discount, CC Service Charge, Online Order Service Charge, Total, Total Tip, and Item Service Charge.
      2. The Tax Summary details includes Type, Rate %, and Amount along with Tax Total. 
      3. The Payment Summary details includes Payment No, Type, Tip, Cc Service Charge, Amount, Status, Auth Code, and Transaction No.
      4. The Order Summary details includes the columns such as Item, Price, Qty, and Amount along with Sub Total.


  1. Discount (yellow tile with percentage symbol) – Displays the total Discounts applied to a check (item based, check based, open item, etc.), based on the selected Time Period. Click the Discount Tile to view the Discount Table.
    1. Discount Table – It contains Discount info organized by Discount Name, with corresponding Total, %Total, Count, Average, Discount Coupon Type, Total Checks, % of Checks Discounted, Gross Sales, % Discount of Gross Sales, and Checks Discounted, along with Close are displayed based on the selected Time Period.
      1. The columns Total, % of Total, Count, and Average will all have Total amounts.


  2. Net Sales By Hour – Displays a breakdown of Net Sales at an Hourly rate during the selected Time Period. Time is denoted horizontally and Sales vertically.



  3. Top Selling Categories – Displays a breakdown of the highest-performing Categories in Net Sales and their Percentage of Total Sales (in the middle), during the selected Time Period. Each Category is represented by its own color.


  4. Top Selling Items – Displays a breakdown of the highest-performing items in Net Sales during the selected Time Period. Item Name is denoted in horizontal view and Sales amount in vertical.

Feedback
Displays a review of data generated from Customer feedback.

  1. Questioner Feedback Graph – Displays the breakdown of questionnaire feedback, organized by customer sentiment, during the selected Time Period. Each sentiment is represented by its own color.



  2. Digital Receipt Feedback – Displays the breakdown of customer reactions (Positive or Negative) via Digital Receipts from the selected Time Period.



  3. Questioner Feedback Entries – Displays a list of the feedback entries from Questionnaires, with information on Questions, Answer icon, Source, Additional comment, Email, and Phone number.
    1. Questions – The Questions asked of the customer to provide feedback.
    2. Answer – The various sentiments (presented with emojis) such as Happy, Sad.
    3. Source – The Source of the received feedback.
    4. Additional – Any additional comments the Customer provided on the Questionnaire.
    5. Email – The Email address the customer provided, to respond to feedback.
    6. Phone Number – The Phone Number the customer provided, to respond to feedback.

  4. Digital Receipt Feedback Entries – Displays a list of the feedback entries from Digital Receipts, with the following information:

    1. Feedback – The customer’s reaction (presented with emojis): Positive or Negative.
    2. First Name – The First Name of the customer.
    3. Last Name – The Last Name of the customer.
    4. Email – The Email address the customer provided, to respond to feedback.
    5. Phone Number – The Phone Number the customer provided, to respond to feedback.
Customers
Displays info. on Customer activity during the selected Time Period. It displays the following information:


  1. New Customers – The store’s newly-arrived customers during the selected Time Period.


  1. Recurring Customers – The store’s frequently visiting customers during the selected Time Period.



  1. Cust. Visits – The store’s total number of customer visits during the selected Time Period.


  1. Visit Conv. Rate – The visit conversation rate during the selected Time Period.


  1. New House Accts. – This shows the newly added house account value during the selected Time Period.


  1. New Membership – The newly-enrolled customer Memberships during the selected Time Period.


  1. New VIPs – The newly-included VIP customers during the selected Time Period.


  1. Birthdays – The number customer Birthdays during the selected Time Period.


  1. Points Earned – The total amount of Reward Points earned by customers during the selected Time Period.


  1. Points Redeemed – The total number of Reward Points redeemed by customers during the selected Time Period.

  1. Customer Loyalty Status Graph – Displays a breakdown of the customers - during the selected Time Period - based on status and tenure - such as New, Recurring, VIP, In Danger, Dormant, and Lost in Percentage View.


  1. Top 10 Customers Graphs – Displays the 10 customers by loyalty activity. The Customer Names in horizontal view and their respective Points Earned, Money Spent and Points Redeemed in vertical view.

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