Back Office Management

Product Reports

Products without Sale price

This report is useful for quickly identifying any products that have a missing or zero sales price

Products without Cost price

This report allows you to quickly tune up your product records by identifying missing Cost Price values

Products on Promotion

This report lists the products that are currently flagged for promotion

Full product listing

This report shows all the products, grouped by category and has an empty tally column making it a useful list to work through when checking your inventory

Product types

This report is a quick way of viewing all products types, it is a quick way of checking if your products have been categorised correctly

Stock Reports

Stock value by category

This report shows the value of your current stock based on your stock levels

Product due for re-order

This report shows all the products due for re-order, based on low stock trigger levels

Stock Take

This report ideal when running a manual stock take, it shows a full list of all products (organised by category), the current stock level and an empty column allowing you to make a note of the actual stock reading

Staff Reports

Timesheets

This reports your company Time & Attendance information for all staff members if the timesheets module is enabled

Commission Earned

This shows the sales commission earned by each member of staff during a set period of time

Customer Reports

List of customers

This report is an exportable list of all customer records held within the system

List of customers with marketing opt-in

Same as above, but only includes customers who have not opted out of marketing

Customer Credit Account Status

This report shows the current Credit and Debit account status of each customer

Statistics Reports

Order duration analysis

This report gives you a percentage breakdown of order duration from start to finish

Sales Statistics

This report is an analysis of the number of customers, average sale value, minumum/maximum sale value and discounts for each outlet

Store Reports

Daily Wastage Analysis

This report provides and indepth analysis of Wastage vs. items delivered, items sold and sell out time at a particular outlet, or all outlets for a given date range

End of Day Reports

View/Print Z Reports

This report allows you to view on screen and print Z Report onto A4

Export Z Report Data

This report allows you to export all values from each Z Report as CSV file for custom data manipulation or manual import into other systems

Sales Reports

Pre-Sale Voids for Time Period

This report shows details of any items removed from orders prior to sale completion and reasoning

Product Sales by Month

This report is a monthly breakdown of your product sales for a given time period

Product Sales by Day

This report is a daily breakdown of your product sales for a given time period

Product Sales by Category

This report shows a list of all products sold, grouped by category

Product Sales by Time of Day

This useful report provides an analysis of the busiest times by grouping the number of sales into timeslots

Staff Sales Performance

This report provides a view of each staff member's sales performance

Product Sales for Time Period

This report provides an indepth view of the products you have sold between two date/time periods. A wide range of filters can be applied

Financial Reports

Expenses

This report shows all expense amounts removed from the Till drawer

Discounts

This report shows the cumulative value of discounts that have been given to customers for a given date range

Refunds

This report shows the cumulative value of refunds that have been given to customers for a given date range

Partial Refunds for Time Period

This report lists all partially refunded products for a given time period

Profit and Losses

This report shows an analysis of profit and losses for each product

Weekly VAT report

This report provides an analysis of your weekly VAT liability

Weekly cash sheet

This report provides a quick view of your weekly financials

Accountant's report

This report combines all of the information required by your Accountant to submit your tax return

Vouchers

This report shows all vouchers that have been issued including redemption status

Wastage

This shows the amount of products that have been submitted as Wastage at a particular outlets, or all outlets for a set date/time range

Manage

Users and Roles

You can create and manage staff user accounts across your entire organisation from one central list. You are also able to configure how much access users have by assigning them to specific Role groups.

Customers

The system holds one central database of your customers across all outlets and websites. Using the Back Office you can view and make amendments to these records.

Timesheets

You can see Timesheets for each member of staff, enabling you to keep track of how many hours they have worked at each outlet.

Voucher Schemes

Configure the system to print out information vouchers for customers, such as informing them of an upcoming offer or invitation to an event.

Suppliers

The system has a central database of suppliers, this screen allows you to manage your approved supplier records across your entire organisation.

Conditional Offers

Conditional offers can be configured to provide an automatic discount when one or more items are added to an order, such as a meal deal offer. Using this screen you can configure the rules that ultimately result in the offer being applied. For more information click here.

Products

Product and Category Management

This screen puts you in complete control of the Products that you sell at all of your retail outlets. You can add and maintain your product information from one central place and also configure different prices for each of your outlets individually. Products can be categorised into different categories making them easy for your staff and customers to find.

Product Excel Import Tools

This useful facility helps you get up and running quickly by importing all of your products at once from an Excel file.

Scheduled Product Updates

Create batches of products that are due to be updated and apply all of your changes at a set date and time. This is particularly useful for mass updating product prices.

Orders

View Orders

Using this screen you can see orders being placed at your outlets in realtime as they synchronise into the Back Office from all of your outlets.

Sales Receipts

Sales receipts can be located and printed out on A4 paper

Supplier Orders

Here you can place new orders for your Suppliers and track the delivery of the order. Once the delivery arrives all items on the order are added into stock.
Click here for more information.