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View All End of Day Reports

From the Manager Screen, choose “Location” and then “End of Day Reports.” Select the location name and the date. Click on the “load” icon to view report.

Printing the End of Day Report

There are 2 options to print the End of Day Report Option 1 From the Sales screen choose “Reports.” Make sure the location name and the date are correct. Choose “Print End of Day” from the top right corner. Option 2 From the Manager screen choose “Locations” and then “End of Day Reports.” Choose “Print End of Day” from the top right corner.

Comparing Products

From the Manager screen, choose “Products”, then “Compare Products.” Choose the desired dates ( From date→ To Date) and then click the “Load” icon to view the report. Click on the “Click here to select data to view” link to view additional report columns.

Comparing Employees

You have two options: Option 1 From the Manager screen, choose “Users” and then “Compare Users.” Choose the desired dates (From date → To Date) and then click “Load” icon. Option 2 From the Manager screen or from the Sales screen choose “The Real-Time Dashboard.” Choose the region (or check-mark “Show All Regions”) and choose the desired date. You can compare employees under “Total Sales By employee.”

View Hourly Average Sales

From the Manager Screen, choose “Users” and then “Reports.” Choose the employee and desired dates (From date → To Date) and then press “Load.” From the optional tabs choose “Hours.” You will then be able to see total hours at work as well as average sales per hour.

View Employees’ Average Sales

From the Manager screen, choose “Users” and then “Reports.” Choose the employee, desired dates (From date → To Date) and then click the “Load” icon. You will then be able to see average daily sales for the specific date range.

View Employees’ Breaks

You have two options: Option 1 From the Manager screen, choose “Users” and then “Reports.” Select the employee, choose the desired dates (From Date → To Date) and click the “Load” icon. From the optional tabs, click “Hours.” Edit existing hours or to add a new day, click the “Add a day” link and enter in the hours. Option 2 Either from the Manager screen or from the Sales screen choose “The Real-Time Dashboard.” Choose the region (or check-mark “Show All Regions”) and choose the desired date. You can see all employees checked in, under “Who is at work” (You Read more

View or Edit Employees’ Work Hours

From the Manager screen choose “Users.” Choose “Reports.” Next to “Selected User,” choose an employee name. Choose your date range. Click on the “Load” icon. .   To Add or Edit an Employee’s hours, follow the directions below: First click the “Add a Day” button. Next choose the Date, number of hours, and location. Then click the “Add” button.  You will see the information added to the “Hours and Hourly Salary by Day” box. Now click “Add Check in/out.” Now enter in either a Clock In Time, Clock Out Time, or both depending on your needs. Then click “Add.” Be Read more

Creating Automatic Purchase Orders

First you have to make sure you have these 4 requirements: • Set minimum and maximum capacities for your location inventory. Under Inventory, go to: Management > View Inventory by Item. • Make sure your products are linked to a wholesaler. Under Products go to: Settings. • Have a Gmail account: i.e.: you@gmail.com • Have the wholesaler email address information. From the Manager Screen choose “Inventory.” Choose “Automatic Purchase Orders.” Select your wholesaler. Select your locations. Click “Next.” Review quantity to order, click “Next.”   Tip: At the bottom of this page you may view your Estimated Cost Price.   Read more

View Testers and Losses

From the Manager Screen, choose Inventory > View Testers and Losses.   Select your desired date range and click on the load icon.