This is a part of the Daily Sales feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release.



The Daily Sales Summary's (DSS) new layout provides the previous day's Sales and Labor data broken down into more comprehensible pieces for your Restaurant Managers to review and update. With enhanced widgets, Managers get a clear and visual sense of how successful operations were by comparing Actual Sales and Labor to Forecasted Sales and Labor for that day. 


Managers will then review the details of Labor Punches, Deposits, and necessary Transactions to ensure that these numbers directly compare to that entered on the POS. If certain numbers need to be corrected and/or the DSS needs to be re-imported, Managers can add a comment to the DSS and/or attach records to show the difference in numbers and the need for correction. Once completed, Users with the necessary security access can review, update, and approve the DSS.


Note: This feature is currently only available to Early Adopters.



Open the DSS Record



To begin reviewing a Daily Sales Summary, navigate to the Daily Sales page and double-click the desired DSS record. This will open the DSS in a modal where its details can be reviewed, edited, and saved.


Review each of the DSS sections before marking the DSS as 'Completed'. The Daily Sales Summary has three sections:

  • DSS Header
  • Review Steps Section
  • Additional Notes Section



Daily Sales Summary Header


The DSS Header includes the available functions of the DSS record. Users can save the changes made at any point and will return to the header to mark the DSS as 'Completed'.

  • Note: Ensure that only one User is updating a DSS record at a time to avoid accidental overwriting.




1) Save - This will save the changes made to the DSS. This button will be disabled until an update is made

2) Complete - This will mark the DSS as 'Completed' and lock out Restaurant Managers from making any additional changes. This button will be disabled until all 3 steps are reviewed

3) Full Screen - This will expand the modal to full screen. Clicking the minimize icon in its place will return the modal back to its original size

4) Close - This will close the modal without saving any of the changes made



Review Steps Section


The Review Steps section provides widgets that display key Sales, Labor, and Transaction metrics along with the details that make up each, which are polled from the POS at the end of each day. These details must be reviewed in order to mark the DSS as complete.



5) Net Sales - This widget displays the Total Net Sales along with the Total Guest Count for the day. The Total Guest Count can be manually edited. One of the following two symbols will also be displayed next to the Total Net Sales:

  • - This will be displayed when the Total Net Sales is greater than or equal to the Forecasted Sales for the day
  • - This will be displayed when the Total Next Sales is less than the Forecasted Sales for the day
    • Note: Hovering over the listed symbol will display the Forecasted Sales amount


6) Total Labor - This widget displays the Total Labor Hours, Dollars, or Percent for the day. Users can update the type of metric reviewed via the metric selector, listed at the bottom of this widget. One of the following two symbols will also be displayed next to the Total Labor:

  • - This will be displayed when the Total Labor Hours, Dollars, or Percent is less than or equal to the Scheduled Labor for the day
  • - This will be displayed when the Total Labor Hours, Dollars, or Percent is greater than the Scheduled Labor for the day
    • Note: Hovering over the listed symbol will display the Forecasted Sales amount


7) Total Deposit - This widget displays the Total Deposit and Over/Short amount for the day. Additionally, one of the following two symbols will also be displayed next to the Total Deposit:

  • - This will be displayed when the Over/Short amount is between -$5.00 and $5.00
  • - This will be displayed when the Over/Short amount is outside the +/- $5.00 threshold

8) Labor - When clicked, this will display all Labor details for the day. Learn more about reviewing and updating Labor details below

9) Deposits - When clicked, this will display any Deposit values polled from the the POS and enable the User to create and enter in additional Deposit values. Learn more about reviewing and updating Deposits below

  • Note: Up to 5 Deposits can be entered in this section

10) Transactions - When clicked, this enables the User to review all Sales Tickets that were marked as Comps, Promotions, Paid Outs, and House Accounts. Learn more about reviewing Transactions below



Review Steps


Users should view and update each step as needed. If an issue is detected but cannot be updated, ensure to make a note of this in the Comments box at the bottom of the DSS. If Users need to close out of the DSS at any time, save the changes made by clicking the 'Save' button.


When all details are correct for a step, Users can navigate out of the step by clicking one of the following:

  1.  The 'Close X' button in the top, right corner of the step
  2.  The top ribbon of the step
  3.  Another step



(1) Labor Review



The first step after viewing the widget data is to review Labor polled from the POS. Under the 'Review Summary' section, click '1 Labor' to view a list of all Labor details for the day, including the Employee name, hours worked, and break and overtime totals and violations. Each column's total Labor amounts will be calculated in the bottom of the grid.


 

Users can click an Employee's name to open up their Labor details in the Labor Punches sidesheet. In addition to Labor details, Users can view the Employee form by clicking 'View Profile'.


There are two major aspects of Labor that may need to be updated:

  1.  Labor Punch Discrepancy - If there is a discrepancy in one or more Labor Entries, ensure to re-import the DSS to true up any differences between the POS and R365
    • Note: If you do not have access to re-importing the DSS, add a comment at the bottom of the DSS explaining the reason for re-import
  2.  Employee Note / Comment- A comment about the Employee's performance can be entered via the 'Type your comment here' field and saved by tapping the 'Enter' key on your keyboard
    • Note: This will be saved for the Employee on the 'Employee Notes' tab of their Employee form


Users can close out of the Employee Punches sidesheet by clicking 'Close Employee' in the top, right corner of the sidesheet. 



(2) Deposits Review


The Deposits Review will list any auto-imported Deposits from the POS. The Auto-Import Tool will also perform a 'Deposit Lookback' for certain POS Systems in which the tool will look back to see if a Deposit was entered on the POS after the initial DSS import. If a value is found, it will be added to the Deposit value on the respective Unapproved DSS record. 

  • Note: If the Deposit value was already manually entered before the Deposit Lookback occurred, it will not overwrite the existing value.


From this review, enter in any cash, coins, and checks received. The Over/Short amount should be the same as reported in the daily closing report out of the POS. Once all details are entered correctly, move to the next step.



1) Deposits List - A list of all Deposits created for this DSS

2) + New Deposit - This will create a new Deposit form

  • Note: Users can enter up to 5 Deposits

3) Deposit Context Menu - This menu lists the 'Delete' action, which will remove the Deposit from the DSS record

4) Total Deposit - The total amount listed for the Deposit. This can be manually updated

5) Bill Counter - This box is where the User can enter the total amount of bills for each bill type that will be deposited. These amounts will be totaled automatically in the Total Cash field (#6) and will update the amount in the Total Deposit field (#4) 

  • Note: If preferred, Users can simply enter in the total amount of the Deposit via the Total Deposit field (#4)

6) Total Cash - The calculated total of the amount of bills entered for each bill type in the Bill Counter box (#5)

7) Total Coin - The total dollar amount of coins that will be deposited, if any

8) Total Check - The total dollar amount of all checks that will be deposited

9) Unpaid Cash Tips - The amount of Unpaid Cash Tips

10) Petty Cash - The amount of cash brought in or cashed out of Petty Cash

11) Close - This will minimize this step



(3) Transactions Review



The Transactions Review step lists the Sales Tickets that were flagged as Comps and Promotions, Paid outs, and/or House Accounts in the POS under their corresponding tab name. 

  • Note: Tabs will appear grayed out and unclickable if no Sales Tickets were flagged with their Transaction Type.


Review the details of these transactions, and if an error is found, ensure to make a comment about the issue in the Comments box at the bottom of the DSS. After reviewing these tabs, close out of this step and navigate to the Additional Notes section.



Additional Notes Section


The Additional Notes section is a section where comments can be added to the DSS, files can be uploaded, and days can be tagged as outlier days for future forecasts. Enter any additional details that are relevant for this day in this section.



1) Comments - A box where Users can enter details about the Location's activity on this day. Once a comment is entered, the User can select the Day Part that corresponds with the activity noted

2) Attachments - A box where Users can upload files that are valuable to include with this DSS 

3) Forecast Tagging - A box where Users can select a reason for a drastic increase or decrease in Sales, such as a local sporting event or poor weather. Tagging Outlier Days will then be reflected in the Daily Forecasting window and can provide better assistance in future forecasting



Mark as 'Completed'



When the DSS is complete, return to the header and click 'Complete'. This will update the DSS status to 'Completed' and ready for approval while also locking out Restaurant Managers from making further edits.


Users with approval security access can then review and approve the DSS record.