10

Getting Started for New Stores

Last Update 6 bulan yang lalu

Step 1: Create Your Store Account Step 2: Dashboard Initial Setup Step 3: Add Employees & Set Permissions Step 4: Set Up Products and Inventory Step 5: Configure the POS Terminal

Step 8: Review Reports & Verify Data

Mae M.

Last Update 6 bulan yang lalu

After completing test transactions, review your reports to confirm that all sales, payments, inventory, and employee activity are being recorded accurately. This step ensures your data is reliable before daily operations begin.

1. Check Sales Reports

a. Go to Reports on the top menu, then select Sales Summary.

 Review the following details:

SalesPayments Section
  • Gross sales
  • Cash payments appear correctly
  • Discounts applied
  • Card or other payment types are recorded properly
  • Taxes collected
  • Refunded payments appear if a refund was tested
  • Net sales total
  • Total net payments match total net sales

2. Review Item and Product Sales

a. Go to Reports on the top menu, then select Item Sales.

 b. Verify the following:

  • Test products appear in the list
  • Quantities sold are correct
  • Discounts and taxes are reflected accurately
  • Net sales per item match expectations

 This confirms product level reporting is working correctly.

3. Review Shift and Transaction Reports

a. Go to Reports on the top menu, then select Shifts & Payouts.

b. Verify the following:

  • The test shift appears
  • Opened and closed times are correct
  • Total sales and cash sales match your test activity
  • The correct terminal and location are listed

This verifies payment reconciliation is working as expected.

4. Review Shift and Transaction Reports

a. Go to Reports on the top menu, then select Employee Hours.

 b. Verify the following:

  • Employees who logged in appear in the report
  • Shift hours are recorded correctly
  • Employee roles align with performed actions

This confirms employee activity and time tracking are syncing properly.

Next Step

Step 9: Learn Daily Operations - https://biyo.tawk.help/article/step-9-learn-daily-operations

Document Info

Docu ID: GS008

Category: Getting Started for New Stores

DateVersionUpdated By:Summary
12/15/20251.0Mae M.Creation of the document.
 

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