Within POSitouch's vast reporting selections, there are several reports that can be looked at for general sales, labor and inventory controls. Christopher Kramer, CCP's Director of Customer Service, examines this subject in a three-part series.

USING POSITOUCH REPORTS TO MAXIMIZE YOUR PROFITS & REDUCE THEFT

When you purchased your POS system you knew it would help you process orders quicker and more efficiently. Today's POS systems offer more and more functionality and interfaces to make the restaurateur's life easier.

Let us not forget, however, that your Positouch system with its extensive reporting selections helps you control sales, labor and inventory shrinkage if utilized properly. We will discuss:

The “red flags” on various reports to monitor deletes, discounts and other controls.
How to get tighter cash control and reduce product shrinkage at bartender and/or cashier stations.
When there is a growing number of employees, how to reduce labor cost and get a detailed view of sales and labor in the entire operations.
How to reduce the administrative costs of entering sales and purchase data into accounting packages, keying hours into a spreadsheet to fax to payroll companies and generating other reports.
How to easily motivate staff to sell higher profit items that increase check average and build the bottom line.

We will begin with “Sales Control” reports. In this series the questions above will be answered and you will see several reports giving you that information. You may choose to use all or a few of them. We can also simplify this process by adding several reports to a Report Batch where one click will allow you to print a group of reports that would normally have to be printed separately. Please feel free to contact our Help Desk with any questions you might have.

Manager Activity Report

This report is the primary and detailed control report for all manager functions. Tracking includes Paid Outs, Discounts, Deletes, Transfers, No Sales, and Overrings. The report can be run for specific functions or all manager functions. It can also be run on specific users or all users.

To access the report, go to REPORTS & BATCHES > MANAGER ACTIVITY REPORT. Then, choose to run the report for just Voids & Deletes, Discounts or Custom tom Full. To select all or some of the manager functions to report, ENTER the beginning and ending DATES for the report. If you selected Custom / Full, choose the manager function that you want to report. If you want to run the report for a particular user or users, ENTER the USER NUMBERS. If you want all users, just click on PRINT

REPORT #1

REPORT #2

Sales Journal House Totals

The Sales Journal report contains several pages that look at sales in different ways. From a control perspective, you would want to look at Discount Summary, Deletion Summary, and Non-Resetable Totals.

To access this report, go to REPORTS & BATCHES > SALES JOURNAL > BEGIN & END DATE > DEPOSITS > CONTINUE > PRINT & SAVE > HOUSE TOTALS > PRINT

Discount Summary: This page gives the discount information of the House Totals report. You see each discount in columns then a row showing each sales category the number of items and dollar amount of each discount. On the bottom row the quantity number represents checks not items. This is also another area to quickly review and note bench marks of discounts.

Deletion Summary: In this section, information about deletions is provided from the House Totals report. You see each deletion reason in columns then a row showing each sales category, the number of items and dollar amount of each deletion reason. This is also another are to quickly review and note benchmarks of Deleted Items.

Non-Resetable Totals: It works as old “NRT” reports on old E.C.R.'s. This report is not widely used. However, you can get a quick snapshot of deleted items, deleted tables, discounts and overrings. You can establish general benchmarks of these numbers and look closer at detail when these totals grossly exceed those bench marks.

Check Listing by Server: you see check number, time closed, length of check open to close, server = the person who started the check, cashier = the person who closed the check, then payment type and dollar amounts. This can be useful to see as with check # 0244 was paid by another user not Randy. You will also see any adjustments that were done on the check. You can also see Manager Payment Adjustments here, check # 225 was originally paid to CASH then a manager adjust was done changing the payment type to GIFT CERTIFICATE. This also bears watching.

UPCOMING SUBJECTS:

Back Office Labor Controls

Enforced Labor Schedule

Overtime Prediction Report

Exception Reports

Labor Cost Analysis Report

Labor Productivity Report

Back Office Inventory Controls
Cost of Goods on Hand Report
Food Usage vs. Sales Report
Critical Item Report

Front of House Reports & Operations
Entire House Cashout Hourly Sales & Labor
Entire House Cashout Labor Productivity
Server Productivity and Flash Reports
Time Clock Time Report
Operational Blind Drops & Cash Deposits by Terminal & Employee

We offer custom or general classes at our training center in Hoboken, New Jersey. To explore our training options please call 800-507-5554 ext 227.

If you have any questions, you can email Chris Kramer or call the Help Desk for assistance.

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