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Sales

Choose a task

  • Home — current sales snapshot and product mix.
  • Daily — closeout-level daily reporting.
  • Monthly — selected-month financial trends.
  • Orders — find and manage order records.
  • Actions — audit cancels, voids, refunds, and recorded reasons.
  • Returns — review card returns issued from the POS.
  • Pay In/Out — reconcile cash movement, drawer counts, and server settlements.
  • Stats — yearly trends by month or week, and item, modifier, and discount reports.

Use Sales to answer three operational questions:

  • Are we on target today?
  • Where are issues happening (orders, refunds, voids, discounts)?
  • What needs follow-up with accounting or management?

Most sections support:

  • preset date ranges (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year)
  • custom From / To selection
  • CSV export

Home Snapshot

Use Home for a quick read of current performance:

  • order counts and close rate
  • collectable, net sales, tips
  • payment mix (cash/card)
  • discount totals

Hourly Charts

Use hourly charts to catch service-time bottlenecks and demand spikes.

Product Mix

Use product mix by Dish/Course/Menu to find best and worst sellers.

Set Rows per page to All before exporting complete product mix data.

Daily Report

Daily Report is your closeout-level daily financial and operational summary.

Includes:

  • order status counts
  • net/gross/total sales
  • time-of-day and service-type breakdowns
  • payment and tip mix
  • card brand details
  • server balance views
  • P&L category sales
  • discounts, vouchers, and pay in/out

Use Daily Report at end of day for manager review.

Monthly Report

Monthly Report summarizes trend and financial structure for a selected month.

Includes:

  • sales and financial charts
  • credit card mix
  • gross receipt tax view
  • sales-type breakdown by channel

Tax note: collected tax and computed tax can differ slightly depending on tax-inclusive setup and rounding behavior.

Orders

Orders is your transaction detail layer.

Use filters and sorting to isolate:

  • online orders
  • tax exempt checks
  • specific payment types

Order Actions

From order details, available actions include:

  1. PDF export
  2. Close order
  3. Reopen order
  4. Partial Refund (online and Stripe reader card payments, within 7 days)
  5. Cancel Order (an in-store card payment must be voided first)

Payment List

Use Payment List for transaction-level reconciliation and CSV export.

Actions (Exceptions)

This section is for exception management. It lists every change staff made to orders on a day, such as canceled orders, voided items, and refunds, and totals cancels and voids by reason and by server. Item and order discounts are not logged here.

Use it to audit behavior, identify training gaps, and validate policy compliance. See Actions.

Returns

Returns lists the card returns staff issued with Return Credit on the POS, by year, with a monthly chart and PDF or CSV export. Use it to reconcile returns against your processor statements. See Returns.

Pay In/Out

Pay In/Out tracks pay-ins, pay-outs, server settlements, and safe drops recorded on the POS. Its Drawers tab compares each drawer’s expected cash with the closing count, and Sessions lists past drawer sessions.

Use this section with Daily Report for end-of-day cash reconciliation.

Stats

Stats totals a year of sales by month or week, with charts and a table of net sales, tax, tips, fees, and totals. Its Item Sales Report breaks a month or a date range of up to 101 days down by item and course, modifier, ingredient, and discount. See Stats.

  • Daily: Home + Daily Report + Actions
  • Weekly: Stats + Product Mix + Discounts
  • Monthly: Monthly Report + Balance + accounting export package
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