- About POS Reports v2.0
- Accessing POS Reports v2.0 via Touch Admin
- Accessing POS Reports v2.0 via POS Manager
- Glossary of Terms
About POS Reports v2.0
The POS (Point of Sale) v2.0 reports offers dining service management a comprehensive view of financial and operational analytics. It consolidates sales, payments, diner and order counts, financial and audit data into near real-time reports, enabling data-driven decisions, at-a-glance information and detailed daily financial operations reporting.
The reporting integrates data from all POS products (dining room location, quick service location, self-service, service location, and the Portal app) and presents information through graphics, charts, and detailed reports.
Reports and metrics can be filtered by the following:
- Date
- Location
- Cashier
- Meal Period
- Item Type
- Diner Type
- Order ID
Exporting
Any given tab can be printed as a PDF via the Export tab as PDF in top right corner.
The visual representation of the tab is generated as the PDF document.
Accessing POS Reports v2.0 via Touch Admin
POS reports v2.0 can be accessed from Touch Admin by selecting BETA: Point of Sale 2.0 from the left menu.
Note: POS reports v2.0 must be enabled in your account for your to access. If you do see BETA: Point of Sale 2.0 from the left menu, please reach out to MealSuite Support to enable. If you are MealSuite Support, you can access POS Reports Version 2.0 for a client by selecting the Enable New POS Reports Beta Program check box in Account Settings.
Accessing POS Reports v2.0 via POS Manager
POS reports v2.0 can be accessed from the POS front-end via the POS Manager module by selecting the Reporting option.
Note: The ability to access POS Reports Version 2 from POS Manager must be enabled in your account. If you do not see the Reporting option in POS Manager, please reach out to MealSuite Support to enable. If you are MealSuite Support, you can enable POS Reports Version 2.0 in POS Manager for a client by selecting the Enable New POS Reports Beta Program (POS Manager) check box in Account Settings.
Glossary of Terms
- Card Brand: The credit card brand used for payment (Visa, MasterCard, American Express, etc.).
- Gross Sales: Total revenue before deductions such as discounts, taxes, and vouchers.
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MP Type: Defines the type of meal plan:
- Points: Meal plan based on a point allocation system.
- Declining Balance: Cash-equivalent balance that declines with each purchase, subject to a limit.
- Unlimited: Cash-equivalent balance with no spending limit.
- Net Sales: Actual sales after applying discounts, but before taxes.
- Non-MP Settlement: Payment made outside of the meal plan, often charged to a customer’s room.
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Ticket Type: Describes the nature of a transaction:
- Sale: A standard sales transaction.
- Refund: A transaction where money is returned to the customer.