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Analytics

Analytics

Categories

  • Save and load scenarios in AnalyticsAn overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Filter and navigate through sales dataManage budgets from the Analytics sales toolSubmit real-time sales via APITrack sales trends using the Evolution viewView losses at a glanceCompare cash sheets sales with POS
  • Track the performance of products in my business
  • Track and compare discounts across multiple locations
  • Introduction to Financial Statements
  • Retrieve cash register shift data via APIManage and monitor cashflow with CashrecCreate a new record in cash sheets
  • Filter Workforce information in Analytics
  • Audit processes across my business
  • Measure and analyze employee sentiment
  • Access reports in Analytics
    • Review your actual financial data
    • Close your actual financial data
    • Manage financial budgets
    • Close financial budgets
    • Close sales budgets
    • Manage sales budgetsConfigure sales budgets in analyticsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsMake a field mandatory in the employee record
    • Assign product groups to business units
    • View and manage business-related events
    • View and manage events by Business Unit
    • Configure your financial accounts
    • Configure your financial statements
    • Configure outlier dates to improve accuracy
    • Understand sales types and periodsConfigure POS (Point Of Sale)Manage sales types and periodsUpload sales budget
    • Map PLU Products to the POS System
    • Organise your items into Product Groups
    • Manage your product catalogue
    • Manage your recipes
    • Configure user roles in Analytics
  • Monitor Point of Sale (POS) transactionsReview imported data

Financial accounts

1 article

Manage financial account data including mapping and codes.

Configure your financial accounts

The financial accounts section within the Configuration module enables operations managers to efficiently manage income and expense categories, ensuring accurate financial tracking and reporting. By configuring financial accounts, users can…

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Analytics

Analytics

Categories

  • Save and load scenarios in AnalyticsAn overview of AnalyticsExport Analytics dataNavigate using views and levels in AnalyticsUse the Business Unit Tree SelectorCreate and manage groups in Analytics
  • Configure widgets in AnalyticsConfigure Dashboard in Analytics
  • Filter and navigate through sales dataManage budgets from the Analytics sales toolSubmit real-time sales via APITrack sales trends using the Evolution viewView losses at a glanceCompare cash sheets sales with POS
  • Track the performance of products in my business
  • Track and compare discounts across multiple locations
  • Introduction to Financial Statements
  • Retrieve cash register shift data via APIManage and monitor cashflow with CashrecCreate a new record in cash sheets
  • Filter Workforce information in Analytics
  • Audit processes across my business
  • Measure and analyze employee sentiment
  • Access reports in Analytics
    • Review your actual financial data
    • Close your actual financial data
    • Manage financial budgets
    • Close financial budgets
    • Close sales budgets
    • Manage sales budgetsConfigure sales budgets in analyticsMake a budget using another site's sales referencesUpload sales budget
    • Manage exchange rates between currencies
    • Create and manage sales and financial budgetsMake a field mandatory in the employee record
    • Assign product groups to business units
    • View and manage business-related events
    • View and manage events by Business Unit
    • Configure your financial accounts
    • Configure your financial statements
    • Configure outlier dates to improve accuracy
    • Understand sales types and periodsConfigure POS (Point Of Sale)Manage sales types and periodsUpload sales budget
    • Map PLU Products to the POS System
    • Organise your items into Product Groups
    • Manage your product catalogue
    • Manage your recipes
    • Configure user roles in Analytics
  • Monitor Point of Sale (POS) transactionsReview imported data
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