Sales

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:

PDF export
Close order
Reopen order
Partial Refund (Selflane online pickup only)
Cancel Order (refund timing depends on batch state)

Payment List

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

Actions (Exceptions)

This section is for exception management:

voided orders
voided items
discounted orders

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

Return

Return summarizes card return activity. Process card returns on the payment terminal, then verify reporting here.

Pay In/Out

Pay In/Out tracks cash movement events from the app.

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

Stats (Trend Layer)

Stats gives medium-term trend analysis.

General Sales Stats

Switch between weekly and monthly views for growth pattern analysis.

Monthly Sales Summary

Review:

order volume
net sales
tax/tips/fees
total collected

Itemized Sales Stats

Analyze category and course performance across selected periods.

Grouped Modifiers

Track modifier usage trends to optimize pricing and menu design.

Ingredients

View ingredient usage trends if recipe tracking is enabled.

Discounts and Discounted Items

Monitor discount impact and identify where margin pressure is increasing.

Weekly Review Cadence (Recommended)

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