- Summary
- Steps
- 1. Log in to Your Account
- 2. Navigate to the Dashboard
- 3. Select Branch
- 4. Set the Date Range
- 5. Apply the Date Range
- 6. View Key Metrics
- 7. Analyze Sales by Payment Method
- 8. Explore Quick Links
- 9. Review Order Distribution
- 10. Operational Comparisons
- 11. Monitor Low Stock
- 12. Top 10 Food Items
- 13. Top 10 Customers
- 14. Customer Receivables
- 15. Supplier Payables
- 16. Monthly Sales Comparison
- Expected Result
Summary #
This guide provides an overview of the dashboard, highlighting how to view and analyze key metrics for your restaurant.
Steps #
1. Log in to Your Account #
Start by logging in to the system.
2. Navigate to the Dashboard #
Click on Dashboard to access the main control panel.
3. Select Branch #
Choose the branch you want to view metrics for.
4. Set the Date Range #
Select the start and end date for the data you want to review.
5. Apply the Date Range #
Click Apply to load the dashboard data.
6. View Key Metrics #
Users can view metrics such as Revenue, Net Profit, Transactions, Customers, and Average Receipts for different time frames (day, week, month).
7. Analyze Sales by Payment Method #
Review sales categorized by different payment methods.
8. Explore Quick Links #
Find various quick links to important sections like Food Menu, Reports, Settings, POS, Stock, etc.
9. Review Order Distribution #
View chart representations for the number of orders by Dine-In, Takeaway, and Delivery.
10. Operational Comparisons #
Examine charts for various operational comparisons.
11. Monitor Low Stock #
Check the Low Stock section for inventory that needs replenishing.
12. Top 10 Food Items #
See the top 10 food items based on sales.
13. Top 10 Customers #
Review the top 10 customers by spend or frequency.
14. Customer Receivables #
View outstanding customer balances.
15. Supplier Payables #
Check the Supplier Payables for any due payments.
16. Monthly Sales Comparison #
Compare sales figures across different months.
Expected Result #
The user can gain a real-time overview of key metrics for their restaurant, enabling informed decision-making.
