The POS Sales Report to see for a detailed view of your Sales broken down by Venue, Dispatch Type, Payment Method, Mileage, and Customer Type.
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Requirements:
You will need to be a staff member with Back Office app permissions.
Instructions:
Step 1 - Log into your Point of Sale Back Office with your email address and password.
Step 2 - Click on the Business or Store name in the top right drop down.
Selecting the Business Name will aggregate sales data for all stores.
Selecting the Store Name will filter data for that Store only.
Step 3 - Click "Reports” in the left panel.
Step 4 - Click “Sales."
Step 5 - Click "Sales Overview Report.”
Step 6 - Add your date period.
There are 10 Tabs to the Accounts Overview Report:
1) Sales by Venue, 2) Sales by Dispatch Type 3) Sales by Payment Method 4) Sales by Mileage 5) Discounts 6) Refunds 7) Sales vs Projections 8) Current vs Previous 9) Top vs Least Selling 10) Customer Retention.
| Tab 1 - Sales by Venue |
The Venue tabis a high-level overview of your sales channels by store.
Sales by Venue Key Terms
Retail Order Price: The set price of item(s) as defined by your menu setup.
Sale Count: Total Order Count.
Sale Price incl Tax: Sale price of item + VAT.
Sale Price: Total price of the items purchased, not including tax, refunds and any chargebacks.
VAT: Value-added Tax, this is the total Tax applied.
Sale Price: Total price of the items purchased, not including tax, refunds or any chargebacks.
Sale Charges: Charges applied during checkout such as service fees.
Discount: Total Discounts applied by Venue.
Retail Order Price: The set price of item(s) as defined by your menu setup.
Average Ticket Size: Total Sale Price divided by Sale Count.
| Tab 2 - Sales by Dispatch Type |
The Dispatch Type tab is a breakdown of Order Dispatch type - Collection, Dine-in and Takeaway.
Sales by Dispatch Type Key Terms
Retail Order Price: The set price of item(s) as defined by your menu setup.
Sale Count: Total Order Count.
Sale Price incl Tax: Sale price of item + VAT.
Sale Price: Total price of the items purchased, not including tax, refunds and any chargebacks.
VAT: Value-added Tax, this is the total Tax applied.
Sale Price: Total price of the items purchased, not including tax, refunds or any chargebacks.
Sale Charges: Charges applied during checkout such as service.
| Tab 3 - Sales by Payment Method |
The Payment Method tab is a breakdown of your Total Sales by Payment Method per Property.
Sales by Payment Method Key Terms
Sale Count: Total Order Count
Sale Price incl Tax: Sale price of item + VAT
| Tab 4 - Sales by Mileage |
The POS Mileage tab is a breakdown of total sales by delivery range. You can use this report to best understand where a majority of your orders are delivered.
Sales by Mileage Key Terms
Mileage: Delivery distance range of an order.
Sale Count: total number of orders per delivery range.
Delivery Charges: If you have set up delivery charges based on delivery range, you'll see the total charges per delivery range in the Delivery Charges column.
Sale Price: Total price of the items purchased, not including tax, refunds or any chargebacks.
| Tab 5 - Discounts |
The Sales Discounts tab s a breakdown of the sum of total Discounts applied and Discount reasons.
Discounts Key Terms
Property: Store or Location
Total: Total Discount Amount issued
| Tab 6 - Refunds|
The Sales Refunds tabtracks all Refund Reasons and Refund Amounts by Venue.
Refunds Key Terms
Sale Price: Total price of the items purchased, not including tax, refunds or any chargebacks.
Sale Price %: Total Refund applied as a % of the Sale Price.
| Tab 7 - Sales vs Projections |
The Sales Projections tab represents the total retail sales price by venue compared to projected sales.
Projected Sales Key Terms
Venue: Ordering Channel.
Actual Retail Order Price: the total price of the items purchased, including tax.
Projected Retail Order Price: calculated by taking the average sum of your Orders (all-time)
Difference %: column calculates the % difference between your Actual and Projected Sales totals by Venue.
| Tab 8 - Current vs Previous |
This table gives you similar data as the tables above, but also gives you a comparison to a similar time period. If you select the date period at the top of the Sales Overview report to be 4 weeks, the “Previous Sale Price” data that will populate will be for the 4 weeks prior to the date you set.
Current vs Previous Sales Key Terms
Venue: Ordering Channels.
Actual Retail Order Price: the total price of the items purchased, including tax.
Projected Retail Order Price: calculated by taking the average sum of your Orders.
Difference %: column calculates the % difference between your Actual and Projected Sales totals by Venue.
| Tab 9 - Top vs Least Selling |
This table is a snapshot of top selling and least selling items as a percentage of sales.
| Tab 10 - Customer Retention |
Customer Retention Key Terms
Total Sales Count: Total Order Count
New Customer Sales: New customers are defined as customers that have placed their first order and are included in your loyalty program. New Customer Sales are the total number of orders placed by new customers.
Existing Customer Sales: Existing customers are defined as customers that are registered in your CRM.¬