Located under Reports -> Other Reports -> Establishment Payments. This report is used mainly with those with multiple establishments to view a condensed version of the Sales Summary report for each establishment. Also used for chain or franchisee owners who collect a percentage of payments for royalties.
Filters & Options
- Show Details: Shows additional columns with more data found in the Sales Summary report. Scroll to the right for more columns.
- New columns after selecting Show Details
- Order History: Lets you select the reports based on by. Data may change while selecting different ones. Transaction date is default for all establishments.
- Order History Closed|Opened: This report is based when an order is closed. By definition of a closed order, the “Done” button must be selected once completing full payment. For example, you ring up an order on Monday, but close it on Tuesday, the data pertaining to that order will appear on Tuesday’s reports.
- Order Creation Date: This reports all sales data based on the date the order was created, but not when it was closed. For example, you ring $100 Monday, and add addition $50 Tuesday for the same order, the sale data will report $150 done on Monday.
- Transaction Date: This reports all sales data based on the date you received payment for it. For example, if you ring up a catering order Monday for $500, but receive payment for it Tuesday, the sales will show up on Tuesday’s report, not Monday’s report.
- Transaction Date (Retail): Similar to regular transaction date but used for retail establishments.
- Percent: Calculates the XX% of total payments and places it under the “Percent Payments” column
- Date Range: Choose a date or date range you wish to view all the establishments’ sales data.
- Open: Includes “open” orders into the establishment payments. An open order defines as an order that has not been closed on the POS station.
- Unpaid: Includes “unpaid” orders into the establishment payments. An unpaid order defines as an order that has received zero payment but may have items rung in it.
- Irregular: Includes “irregular” orders into the establishment payments. An irregular order defines as an order in the reporting period may be duplicated in other reporting periods. A common cause of this is when an order open one day and closes another day thus causing data to be split amongst two days.
- Include tips in totals: Includes the cash, credit, or any other form of tips into the “Total Payments” or their respective payment type if you show details.