Whether you are running a quick service or table service operation, it is important to ensure your employees’ run their closeout reports, verify their sales/tips entered, and collect the cash owed to the restaurant.
It is imperative to confirm the close out runs and your batch settles. While you can set the system to automatically close at the end of the night and automatically settle your credit card batch, you need to double check in the morning to ensure it went through. If the closeout did not run, make sure you close it prior to entering any sales for the following business day.
MicroSale has hundreds of reports at your disposal. However, these are the most important reports for you to use every day:
#1 Sales Report Dashboard
Start and end your day with this report
Sales Recap (pdf version of the dashboard)
The Recap is a summary of the current day’s sales up-to-the-minute. The report is available for print on a 40-column printer or viewable as a PDF when attached to a report printer.
The report displays sales organized by department, with the number of menu items sold in each area, total dollars, and the percentage of sales each department generates. (Managers Menu > Sales Recap)
#2 Daily Audit Report
This report is generated after the closeout. It provides hourly sales, itemized discounts, tender types, labor by job title and a summary of sales
#3 Balance Sheet
This report is generated after the closeout. It helps balance the products sold to the payments collected