The Orders report is an Orders report that shows detailed information about every item that has been fired into the POS. This report is a useful tool for investigating historical information about a check, particularly if items were voided off of the check, or if they were discounted. When searching for a Check ID on this report, you do not need to specify any other filters in the report such as site, service, date range, etc.
The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time.
The report can be exported to CSV, Excel, PDF
HQ Reports
On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Orders reports select the Orders report.
Orders report filter options
FIELD | DESCRIPTION |
DATE | Specify the date you want to report on. |
SITES | Filter the report by site or group. |
SERVICE |
Filter the report by service for the selected sites. - If multiple sites are selected, each value will be prefaced by the site name. |
STAFF |
Filter the report by a specific staff member. - If multiple sites are selected, each value will be prefaced by the site name. |
DEVICE |
Filter the report by a specific device. - If multiple devices are selected, each value will be prefaced by the site name. |
ACTION |
Filters the report by product sales of products that are in the following groups.
|
ID FILTER |
Toggle between the CheckID or Order ID Check ID - The ID of the check Order ID - This ID represents a group of items that were fired together to the POS. For example, a check will always have 1 check ID, but may have 2 or more Order ID's if a user went back to this check to fire additional items later on |
SEARCHBAR |
After choosing the relevant filter above, enter the corresponding ID you wish to search for When searching for a Check ID, you do not need to specify any other filters in the report such as Site, service, date range, etc. |
Orders Report fields
FIELD | DESCRIPTIONS |
TIME | Date & Time of the order |
ID/SITE |
The first ID is the order ID. Every product fired has a unique order ID. The second ID (in parentheses) is the ParentOrder ID. A group of items fired together would share an ParentOrder ID but each item would have a unique Order ID. The site will also be listed in this column. |
SERVICE DESTINATION | The Revenue Center and Destination associated with the order. |
ROUTING | The routing theme that the order was routed to. |
DEVICE ORDERS REPORT | The device that the order was fired from. |
ITEM(S) | The individual product that was fired. Any modifiers of the product will be listed here. Products used as modifiers will have their own item ID.. |
STAFF/CUSTOMER | The name of the user that fired the order. If the check had a name entered from the POS or the Kiosk, it will also be displayed here underlined and in blue |
CHECK ID | The Check ID associated with the item. If a payment has been applied to this check, you can click on the check ID to see the payment details. From here you can click on the last 4 of the Credit Card on Credit Card payments to see the payment details such as transaction IDs from payment processors. |
BASE (Including Disc.) | The price of the product after any discounts have been applied. |
TAX | The amount of tax due for that product. |
FEES | Any fees that were associated with that product. |
TOTAL (EXCLUDING TIP) | The total for that product excluding any tips. |
PRINT STATUS | If this order was routed to an order printer, this field will display whether or not it printed. Otherwise this will always say "Not printed". |
ACTION | Indicates the order status as defined in the fields above. |
Comments
0 comments
Article is closed for comments.