In this article, you will learn how to view sales summaries and print detailed reports using the POS system. At the close of each business day, you can easily access and review the sales reports to assess daily or monthly revenue.
Note:
The reports only include data from fully paid orders. Orders marked as "Auth" or "Partially Paid" are not included in the statistics.
The data is organized based on settlement time. Paid orders are recorded under the current business day, while refunds are attributed to the business day on which they occurred.
Convenience fees are excluded from all data statistics.
Please note that this feature applies only to new orders. Data from previous orders will not be available for this feature.
Table of Contents:
📖 Tutorial
How to Access Reports
Click on the [Report] button on the POS home page to navigate to the reports page.
Overview of the Report Page
You can filter the report content at the top of the page by selecting the order source and specifying the time range.
Sales Summary:
The Sales Summary offers a comprehensive overview of sales data.
Gross Sales:
Gross Sales = Subtotal + Packaging Fee + Taxes + Large Order Service - Promotion - Points + Tip
Left Section: A detailed breakdown of total sales components.
Middle Section: Income categorized by various payment methods.
Right Section: A summary of amounts sorted by dining type.
Order Volume:
Order volume shows the average value of order amounts.
Average Order Size = Gross Sales / Order Volume
Refund:
The refund section displays the refund details for different payment methods.
Net Sales:
The net sales section represents the actual net sales amount.
Net Sales = Sales(Actual payment) - Refund(Actual payment)
Top Sales:
The top sales section shows the best-selling categories, Items, and add-ons.
You can sort them by quantity or amount and adjust the order from highest to lowest or vice versa by clicking the up and down arrows.
How to Print Daily Settlement Receipt
Press [Print Report] to access the printing page.
Click on [Daily Report] in the top-left corner of the page, then select the desired date. Afterward, click on [Print Daily Report] to start the printing process. Ensure your printer is properly connected and has enough paper before proceeding with the print.
On the right side of the screen, you will be prompted to select the business hours for the chosen date. If the selected date is still ongoing or has any unfinished orders, the system will display corresponding prompts both on the screen and on the receipt.
How to Print Monthly Settlement Receipt
Click on [Print Report] to access the printing page.
On the left side of the screen, click on [Monthly Report] and choose the desired month. Then, click on [Print Monthly Report] to begin the printing process.
Note:
Business hours depend on settings. The start time corresponds to the beginning of business on the first day of the selected month, and the end time reflects the close of business on the last day of that month.
Please note that printing data for the current month is not supported, as the month has not yet concluded.
On the right side of the screen, you will be prompted to select the business hours for the chosen month. If there are any unfinished orders for the selected month, corresponding prompts will appear on both the screen and the receipt.
Explanation of Daily and Monthly Settlement Receipts and Payments
Gross Revenue:
Gross revenue represents the total income received on a specific day or month, excluding deductions, discounts, and refunded amounts.
Gross Revenue = Subtotal - Refund
Net Receipts:
Net Receipts reflect the total income received by your store for a specific day or month, after accounting for fees, deductions, and discounts.
Net Receipts = Gross Income - Refund - Fees - Promotion - Points - Prepaid - Taxes.
Gross Income | The sum of all positive amounts recorded in the store receipts. |
Refund | The sum of successful refunds initiated by store customers. |
Fees | The sum of fees charged by Peblla to the store. |
Promotion | The sum of promotional discount amounts initiated by the store. |
Taxes | The sum of taxes collected by the store. |
Gratuity | The sum of gratuity collected by the store, such as employee tips or service charges, excluding refunds. |
Prepaid | The sum of prepaid amounts received by the store through other channels, excluding refunds. |
Net Sales:
Net Sales represent the total revenue earned through various channels for a specific day or month. This includes the net sales amount as well as refunds, taxes, and tips. Unlike Net Receipts, which exclude taxes and tips, Net Sales incorporates these additional elements.
Gross Income:
Gross Income represents the total positive income recorded for orders on a specific day or month, including the subtotal income of all dishes and the total amount of various fees.
Refund:
Refund represents the total amount of actual refunds made on a specific day or month, including a summary of refunds made through various channels such as cash, credit card, Apple Pay, and Google Pay.
Fees:
Fees represent the total amounts payable to Peblla and other platforms for a specific day or month. This includes transaction fees, adjustment fees, DoorDash delivery fees, and Dasher tips.
Promotion:
Promotion represents the summary of marketing expenses generated through promotions, discounts, and point redemption on a specific day or month.
Points | The amount of points users can deduct at checkout. |
Promotion | The amount of discount deducted when users participate in or purchase the promotional activities set by your store at the time of payment. |
Taxes:
Taxes represent the total amount of various taxes that must be paid according to national and local government requirements, as recorded for a specific day or month.
Gratuity:
Gratuity represents the tips provided by customers to the store’s service staff for a specific day or month, including both "Tip" and "Auto Gratuity." Peblla will record the payment methods used by customers to give these tips.
Prepaid:
Prepaid refers to the amount paid in advance by customers through other platforms, which can be deducted from the final checkout on a specific day or month.
Print Summary Report
Select the order source channel and time, then click [Print Summary] to print.
The printed report is in the following format:
Payment Terminology Explanation
Terminology |
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Net Sales |
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Refund |
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Gratuity |
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