Shows the overview of categories, product sizes, modifier options, and discounts in a specified date range in terms of the total income, total sales, and net sales and so on.

Totals section will show an overview of the total sales, total income and net income of all the products and modifiers in a specified date range, and other elements like total taxes, total service fees and so on.

Filters

  • Date: Business date range to cover in the report.
  • Branches: Branch/Branches where the orders are closed.
  • Customer: Customer phone number to get the overview of the orders of which the customer was assigned to.
  • Source: The source from which the order was sent.
  • Waiter: User who created the order from waiter device.
  • Agent: User who created the order from dashboard.
  • Cashier: User who closed the order.
  • Device: The device name of which the order was created.
  • Tag: The cashier tags that get assigned to particular orders for tracking purposes.

Columns

Categories

  • Name: Category name.
  • Sales: The value of sold products in the category based on the selling price set in the dashboard. Its value is calculated before discounts, taxes and other price modifiers.
  • Count: The number of sold products in the category. It equals the sum of quantities at order closing time.
  • Average: The average selling price for products in the category. It equals sales divided by count.
  • SKU: The category SKU.
  • Net Sales: Sales after subtracting returned products.
  • Net Count: Count after subtracting returned menu items.

Product Sizes

  • Name: Product Size name.
  • Sales: The value of sold product size based on the selling price set in the dashboard. Its value is calculated before discounts, taxes and other price modifiers.
  • Count: The number of sold product size. It equals the sum of quantities at order closing time.
  • Average: The average selling price for product size. It equals sales divided by count.
  • SKU: Product Size SKU.
  • Net Sales: Sales after subtracting returned products.
  • Net Count: Count after subtracting returned menu items.

Modifiers Options

  • Modifier SKU: Modifier SKU.
  • Option SKU: Modifier option SKU.
  • Name: Modifier option name.
  • Sales: The value of sold modifier options based on the selling price set in the dashboard. Its value is calculated before discounts, taxes, and service fee.
  • Count: The number of sold modifier options. It equals the sum of quantities at order closing time.
  • Average: Modifier options sales value divided by the modifier options count.
  • Net Sales: Sales after subtracting returned modifier options.
  • Net Count: Count after subtracting returned modifier options.

Payment Methods

  • Name: payment method name.
  • Amount: The value of money received by each payment method before subtracting the returns.
  • Count: The number of orders which were closed with the payment method.

Order Types      

  • Name: Order type name.
  • Sales:The value of sold products and modifiers in each branch. It is calculated by sum of: product quantity * (product original prices + modifier options' original price * modifier option quantity) for each done order product.
  • Count: The number of closed orders of each order type.
  • Average: Order type sales divided by order type count.

Discounts

  • Name: Discount name.
  • Amount: The discounted value by each discount name.
  • Count: The number of discounted orders.

Totals

  • Average Order Price: Total sales amount divided by total sales count.
  • Delivery Price: The delivery prices that have been added to the delivery orders.
  • Net Income: Total income - Returns.
  • Order Product discounts: The amount that has been discounted, using products discounts (discounts on products level).
  • Order Product Discount Count: The number of orders that include products discounts (discounts on products level).
  • Orders Count: Number of done orders.
  • Orders Discount: The amount that has been discounted, using orders discount (discounts on orders level).
  • Orders Discount Count: The number of orders that has been discounted (discounts on orders level).
  • Total guests (Count): Number of guests in all the done orders. It can be set manually from cashier (set Persons), if an order doesn't get assigned manually, 1 person will be automatically assigned to it.
  • Total Income: Sum of payments amounts without returns.
  • Total Return: The total amount that has been returned, it includes returned taxes, delivery prices and service fees.
  • Total Rounding (Amount): sum of done orders’ rounding.
  • Total Sales (Amount): Sum of done orders’ prices before discount and return. It is calculated by sum of: product quantity * (product original prices + modifier options' original price * modifier option quantity) for each done order product.
  • Total Service fees: Total value of service fees of all done orders based on the service fee percentage that has been assigned to the branch in dashboard.
  • Total taxes (Amount): Total value of Taxes of all done orders based on the tax percentage/percentages that has/have been assigned to the branch in dashboard.
  • Total Tips (Amount): Value of tips that have been given to total orders.
  • Total Void (Count): Value of voided orders. Voided orders are the ones which have been partially paid then voided, or sent to kitchen then voided, or sent by an agent as an online order then voided from cashier.
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