The weekly summary email is sent to all posBoss management site logins with the Boss profile on the morning after your reporting week ends. To switch the report on/off, head to the posBoss management site, click the settings cog (top right) and select Your Login Profile to enable or disable the email.
And now, let's look at the numbers!
There are three sections to the report. The first section displays information about your Gross Turnover. The next section is all about your Net Turnover and the last is about your menu items.
Let's break it down.
Based on the Orders section of your Dashboard, and the Items Ordered Summary report, this section displays what was ordered through posBoss, regardless of what was actually paid for. (Meaning it doesn't remove the value of discounts, Items put to wastage or hospo, refunds or any account assignments and payments. It's the whole Sha-bang!)
Gross Turnover - this number is the Total Value of Orders figure for last week .We then display the Total Orders and Total Covers (from when you create tables in table layout).
We display the Average Order Value (turnover ➗ total orders) and Spend Per Head (turnover ➗ total covers).
Next we show how many orders were processed through Regulr for the week, and the total amount for the orders processed.
Best Day - displays your best day last week, with the most orders processed.
And finally, we show your Month to date gross turnover amount followed by what you grossed in the previous three months.
Based on the Sales section of your Dashboard, and the Sales Transaction Summary report, this section displays what was paid for through posBoss, removing the value of discounts, Items put to wastage or hospo, refunds or any account assignments and payments.
Net Turnover - this number is the Sales - Cash and Card Total for last week, which then is broken down to Cash and Card.
Your net turnover was impacted by - Here are some key figures taken from your Sales Transaction Summary report from the previous week, showing some of the reasons for the difference between your Gross and Net Turnover. To see the whole picture, click the link at the bottom to see the report and how it reconciles.
The final section of the report shows your top 5 selling items for the week. This can also be found on the Items Ordered Summary or your dashboard Top Items By Quantity.
How do I get this email sent to someone else?
Easy! Set the person up with a Boss Profile Login on your management site or alternatively set up a forward from you email address. If that's not an option, you can set up a rule in your inbox to forward these emails to others