Mastering End of Day Settings
Performing End-of-Day Procedures and Generating Reports
Introduction:
At the end of each business day, it's important to carry out certain tasks to ensure accurate record-keeping and smooth transition for the upcoming day. The end-of-day procedures involve summarizing activities and generating reports that provide valuable insights into your business operations. This article will guide you through the steps of performing end-of-day tasks and utilizing the generated reports effectively.
Understanding End-of-Day Activities:
The end of the day marks a crucial time to capture the current status of checks and employee activities. It involves summarizing all ongoing data and resetting cash drawers to facilitate proper end-of-day management. By performing these tasks, you ensure that your business starts the next day with accurate information and a fresh slate.
End-of-Day Report Highlights:
The end-of-day report consolidates essential information for your business analysis. The report provides a summary of the following key metrics:
Total Number of Labor Hours: This metric accounts for the total number of hours worked by employees during the day. It gives you an overview of labor distribution and helps with workforce management.
Total Number of Orders Today: This figure indicates the overall number of orders received throughout the day. Tracking this data offers insights into the demand patterns and helps with inventory planning.
Today’s Sales: The "Today’s Sales" section reveals the total monetary value of sales made during the day. It's a crucial metric for understanding the financial performance of your business.
End-of-Day Checklist:
Follow these steps to complete your end-of-day tasks effectively:
Closeout Open Checks: Ensure that all unpaid and open checks are closed out properly. This prevents any discrepancies in the financial records and guarantees accurate reporting.
Clock Out Employees: Verify that all employees who were clocked in have properly clocked out. This step is crucial to maintain accurate records of employee work hours.
View Sales Summary: To access the sales summary, tap on the cash register activity. This summary provides an overview of the day's sales performance and contributes to informed decision-making.
Close cash drawer activity
Close restaurant: once you have pressed the close restaurant button, reports will be sent to the email
What you can do:
One of the convenient features our system offers is the ability to set an end-of-day (EOD) reminder. This optional function helps you remember to initiate your EOD procedures on time.
Automatic run end-of-day tasks – this will automatically run the EOD task to close out open paid and canceled orders and clock out employees. Set a time to run the task. The device is set to automatically run end of the day 20 minutes after the EOD reminder.
Enable automatic run on the following task:
Clock out employees – if enabled it will automatically clock out employees that are still clocked in.
Close drawer – it will automatically close the drawer within the set time if enabled.
Print EOD receipt report – the receipt report will be printed automatically within the set time to run the automatic task. Toggle off to disable Auto-print EDO receipt report.
Close paid orders – the device will automatically close all paid orders if enabled.
Cancel unpaid tickets – the device will cancel all unpaid tickets during the automatic run of the EOD report.
Add user to send daily operation report.
(Note: You can only add verified user/employee)
Introduction:
At the end of each business day, it's important to carry out certain tasks to ensure accurate record-keeping and smooth transition for the upcoming day. The end-of-day procedures involve summarizing activities and generating reports that provide valuable insights into your business operations. This article will guide you through the steps of performing end-of-day tasks and utilizing the generated reports effectively.
Understanding End-of-Day Activities:
The end of the day marks a crucial time to capture the current status of checks and employee activities. It involves summarizing all ongoing data and resetting cash drawers to facilitate proper end-of-day management. By performing these tasks, you ensure that your business starts the next day with accurate information and a fresh slate.
End-of-Day Report Highlights:
The end-of-day report consolidates essential information for your business analysis. The report provides a summary of the following key metrics:
Total Number of Labor Hours: This metric accounts for the total number of hours worked by employees during the day. It gives you an overview of labor distribution and helps with workforce management.
Total Number of Orders Today: This figure indicates the overall number of orders received throughout the day. Tracking this data offers insights into the demand patterns and helps with inventory planning.
Today’s Sales: The "Today’s Sales" section reveals the total monetary value of sales made during the day. It's a crucial metric for understanding the financial performance of your business.
End-of-Day Checklist:
Follow these steps to complete your end-of-day tasks effectively:
Closeout Open Checks: Ensure that all unpaid and open checks are closed out properly. This prevents any discrepancies in the financial records and guarantees accurate reporting.
Clock Out Employees: Verify that all employees who were clocked in have properly clocked out. This step is crucial to maintain accurate records of employee work hours.
View Sales Summary: To access the sales summary, tap on the cash register activity. This summary provides an overview of the day's sales performance and contributes to informed decision-making.
Close cash drawer activity
Close restaurant: once you have pressed the close restaurant button, reports will be sent to the email
What you can do:
One of the convenient features our system offers is the ability to set an end-of-day (EOD) reminder. This optional function helps you remember to initiate your EOD procedures on time.
Automatic run end-of-day tasks – this will automatically run the EOD task to close out open paid and canceled orders and clock out employees. Set a time to run the task. The device is set to automatically run end of the day 20 minutes after the EOD reminder.
Enable automatic run on the following task:
Clock out employees – if enabled it will automatically clock out employees that are still clocked in.
Close drawer – it will automatically close the drawer within the set time if enabled.
Print EOD receipt report – the receipt report will be printed automatically within the set time to run the automatic task. Toggle off to disable Auto-print EDO receipt report.
Close paid orders – the device will automatically close all paid orders if enabled.
Cancel unpaid tickets – the device will cancel all unpaid tickets during the automatic run of the EOD report.
Add user to send daily operation report.
(Note: You can only add verified user/employee)
Updated on: 12/01/2023
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