What Files Do You Need From A Client’s Point Of Sale (POS), And Why?

What Files Do You Need From A Client’s Point Of Sale (POS), And Why?

The Various Files You Might Need From A Client’s Point Of Sale (PoS), And Why They Are Important





Common Reports by POS

Listed below are several different POS types along with common reports we’ll download for our audits.


Aloha

  • Product Mix

  • Sales Summary

  • Retail Price by Name

  • Void Reports


Avero

  • Item Sales (click the item and you can see who/when rung in)

  • Payment Types


Digital Dining

  • Menu Reports

    • Menu Price List = Prices of every item

    • Menu Item List = List of every item

    • Menu Item Recipes = List of recorded recipes

    • Menu Modifiers List = List of all items coded as modifiers


  • Discount Reports

    • Discount Audit = List of the comps and their values


  • Sales Reports

    • EOD Menu Item Report = sales file/product mix


  • Void Reports

    • Void Summary = summary of all voids

    • Voids by Manager = voids made by manager

    • Void Audit Trail = All checks with voids


FocusPOS

  • Daily Item Report

  • Item Sales

  • Open Item Report

  • Discounts

  • Barmetrix Export Report

  • Void Report


FuturePOS

  • Movement Report

  • Discounts Report

  • Activity Report

  • Voided Items Report 

  • Maintenance, Item, Item List


Lavu

  • Sales by Item with Mods

  • Sales - Order Item - Order Type (click item and you can see who/when rung in) 


Micros

  • Barmetrix Export Report

  • Menu Item List Report

  • Sys Item Sales Detail

  • Consolidated Sys Item Sales Detail


POSiTouch

  • Item Sales Trend

  • Menu Item Listing

  • Daily Sales Report

  • Sales Journal

  • Quick Menu pulls up the POS screen and allows you to check for buttons that may have the wrong name assigned on the back end. 


R365

  • Product Mix - This is our sales file that we will format and import

  • Menu Items - A list of all buttons on the menu. Can click on these to update the name, category, price etc.

  • Menu Item Category - Can view/change the categories of specific items on the Menu Item List

  • Labor Details - Hours & rates of employees. Can use this to calculate labor costs

  • Daily Sales Summary - You can use sales totals from this summary to verify that your other sales file has reported information correctly


Toast

  • Menu, Product Mix

  • Menu, Product Mix, Top Modifiers

  • Items Database, Items

  • Sales Summary


HarborTouch


2Touch


Revel


Want to learn more? Check out the Sales File Handbook.

Click below to download a printable version of Common Reports by POS


    • Related Articles

    • POS - Aloha

      Pulling Sales With Aloha Before you attempt to pull any sales file, make sure your flash drive is formatted and has no files already on it. We don’t want to chance passing around computer viruses to our clients. Step-by-Step to Pulling Sales With ...
    • Common Sales File Mistakes and How to Avoid Them

      COMMON SALES FILE MISTAKES AND HOW TO AVOID THEM
    • POS - Revel

      How to Pull Sales with Revel POS With Revel POS, there is no POS terminal. Everything you will need can be accessed online at https://revelsystems.com   Click below to download a printable version of the instructions.
    • POS - POSiTouch

      Pulling Sales With POSiTouch PosiTouch - Step-by-Step Instructions Click below to download a printable version of the instructions.
    • POS - Focus

      Pulling Sales Files with Focus Before you attempt to pull any sales file, make sure your flash drive is formatted and has no files already on it. We don’t want to chance passing around computer viruses to our clients. Click below to download a ...