Sales

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It provides a detailed view of the business's key items, accessible through the dropdown menu labeled with options such as Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year or Last Year. Alternatively, you can select a specific 'From Date' and 'To Date' range in the calendar selector.

The Home module summarizes:

• Orders and Closed Orders
• Total Collectable, Net Sales, and Tips
• Total Collected, Credit Cards, and Cash
• Discounts

Hourly Charts

Hover over the graph to view the number of orders or net sales per hour. You can also print this information by clicking CSV.

Product Mix Report

The business's Product Mix, detailing all dishes sold, can be viewed by Dish, Course, or Menu. Additionally, you can print this report by clicking CSV.

Tips

To View the complete Product Mix, click on the drop-down menu Rows per page and choose All.

Daily Report

The Daily Sales Report is available for printing on the Point of Sale App and can be accessed through Selflane Business. These reports are consistent and provide real-time data.

The daily report includes summaries based on the default date, which is typically the current date. To view reports for previous days, click the dropdown located on the date in the upper right corner of the page.

Report Contents

• Number of Orders: Total, Closed, Open, Canceled.
• Summary of Sales:
  • Net Sales: Sales on menu items.
  • Gross Sales: Net Sales + Tax.
  • Total Sales: Net Sales + Tax + Tip + Fee (if applicable).
  • Net Sales Breakdown by Time: Breakfast (Open-11AM), Lunch (11AM-4PM), Dinner (4PM-Close).
  • Net Sales Breakdown by Service Type: Dine In, Pick Up, Delivery, Drive-Thru, Curbside, Retail, etc.
  • Total guests: Total number of dine-in guests.
  • Net Sales (Dine In) Per Guest.
  • Tax.
  • Tip.
• Summary of Payments
  • Breakdown of Payments: Cash, Credit Card (CC), Check, Gift Card Redeem, External Credit Card.
  • Tip Breakdown: CC Tip, Check Tip, Gift Card Tip.
  • Credit Card Breakdown: Visa, MasterCard, Discover, Amex, etc.
  • Balance: Received Cash - Total Tip (CC Tip + Check Tip + Gift Card Tip).
• Balance By Server: Received Cash - Tip for each server
• P&L Breakdown: Net sales on Food, Alcohol, Beverage, Dessert, or other Custom Categories.
• Discounts: A list of discounts/vouchers being given throughout the day.
• Pay In/Out: A summary of the pay in/out transactions for the day.

Tips

If your business uses shifts within a day, the shift reports will be presented in the same format.

Monthly Report

Summary reports for any given month. The default is the current month. To see previous months, click on the drop-down located on the date in the upper left corner of the page.

• Sales Data Graph
• Financial Summary
• Credit Card Breakdown
• Gross Receipt Tax – Collected tax is the sum of total tax from all receipts. Actual tax is calculated based on the regular tax rate for all sold items. If there is no course set with a different tax rate, the collected tax would be the same as the actual tax. But if a course such as beer is set to include tax, the collected tax would be zero, but the actual tax would be calculated to reflect the tax included in the sold items. Please consult your tax accountant for the Gross Receipts Tax report. Actual tax is calculated with the sum of sales from a month, collected tax is calculated based on each order. These two numbers could be a little off.
• Sales Data Breakdown by sales type: To-go types (if programed), Third-party sales (if applicable), Selflane Online, Dine in.

Orders

In the Orders section, you'll find a comprehensive list of all the business's daily orders.

The default date is the current day. To access orders from previous days, click the date dropdown menu located in the upper right corner of the screen.

• Orders can be filtered by All, Online orders, cash, and Tax exempt.
• Rows can be sorted from low to high or high to low, as well as alphabetically (A-Z or Z-A), by clicking on the row’s title.
• To view all orders, scroll to the bottom of the list, click on the drop-down menu for rows per page, and choose all.

Order Actions

Select an order for details and further actions:

1. Click PDF to export the order to a PDF file
2. Click Close to Close the Order (Fulfilled Status)
3. Click Reopen to Reopen an Order (Ready Status)
4. Click Partial Refund to issue a Partial Refund which can ONLY be used with Selflane online PICK-UP orders. To Partial Refund or cancel a Selflane delivery Order a Selflane representative must be contacted.
5. Click Cancel Order to Cancel Order: Used to cancel and refund the order Credit Card transactions can only be refunded prior to the daily batch close. A reason will be needed. For security reasons please limit access to the Selflane back Office.

Payment List

List all transactions associated with the orders.

Click on CSV at the top right corner to download all transaction details. This list can be sorted on the spreadsheet.

Actions

This section lists voided orders, voided items, and discounted orders. The default date is the current date, and to access information from previous days, click the date dropdown menu located in the upper right of the screen.

• This information can be sorted by ID, Time, and server.
• To view all orders, scroll to the bottom of the list, click on the drop-down menu for rows per page, and choose all.
• To save or print this report, click on CSV located at the upper right of the appropriate box. It will open in a spreadsheet if a spreadsheet app is available.

Return

Credit Card returns are processed at the credit card terminal.

The default month is the current date. To access information from previous months, click the date dropdown menu located in the upper right of the screen.

• To save or print this report, click on CSV located at the upper right of the appropriate box. It will open in a spreadsheet if a spreadsheet app is available.

Pay In/Out

All cash activities, whether Paid In or Paid Out on the Selflane App, can be found here.

The default month is the current date. To access information from previous months, click the date dropdown menu located in the upper right of the screen.

• To save or print this report, click on CSV located at the upper right of the appropriate box. It will open in a spreadsheet if a spreadsheet app is available.

Stats

This report shows the business General growth and health.

General Sales Stats

It is an annual view and can be accessed by clicking on Monthly or Weekly located in the upper left corner next to the words General Sales Stats.

Monthly Sales Summary

A summary of the number of sales, subtotal (net sales), gift cards, tax, tips, fees (restaurant generated), and total (total collected).

• To save or print, click on the CSV button in the upper right corner of the current box.
• Itemized Sales Stats (Menu Mix) – Stats on items categorized in P&L Groups and Courses in a selected period.
• The default view is the current month. Any given time can be viewed by clicking on the “From “and “To” dropdown menus located top center right of the current box, click on the blue arrow. A monthly view can also be viewed, by clicking on the date dropdown menu located in the upper right corner of the current box.
  • To view all items, scroll down to Choose All.
  • To save or print, click on the CSV in the upper right corner of the current box.

Grouped Modifiers

Statistics on the number of modifiers being used in a selected period.

• To view the complete modifiers list, click on the drop-down menu (located at the bottom center-right) and choose All.
• To save or print, click on the CSV in the upper right corner of the current box.

Ingredients

Stats on quantity of ingredients being used in a selected period (If used see Page 26).

• To view the complete modifiers list, click on the drop-down menu (located at the bottom center-right) and choose All.
• To save or print, click on the CSV in the upper right corner of the current box.

Discounts

Discounts applied in a selected period.

Discounted Items

Stats on items categorized in P&L Groups and Courses in a selected period.