Balance Till - End of day of close reports

Balance Till

We get a few calls from people wanting to understand the Balance Till better.  So, I thought I'd address some explanations for that report.  Please remember that there are a number of settings with the Balance Till so yours make look different.

Let's start with the columns across the top!

Ticket:  This is the ticket number for the order.  Remember that a great thing about SP-1 is that we always match to a ticket number.  There is no way to "skip" a ticket number in SP-1!

Amount:  This will show the pre-tax amount for the ticket.  If the ticket was voided, then it is indicated here as well.

Tax:  Total tax for the ticket.

Total:  The total on the ticket after tax.

Cash Tender:  This field is the actual dollar amount that was tendered.  So if you have a $10 ticket and the customer hands the employee a $20 bill, this will show $20.  There are some other messages that can appear here as well:

• On Hold:  This will show for any ticket that is not paid for yet.  The other time this shows up is if there is a credit card or gift card that is waiting for a tip.  
• Paid Out: If you created a paid out and took money from the drawer it is reflected here. 
• Original Deferred Order: If you have a future (or timed) order that has not gone through yet, it is mentioned here. 

Cash:  The cash transactions are here.  This column is sub-totaled and then any of the credit card and gift card tips are subtracted to show actual cash in drawer.  Paid outs are also subtracted from this total.

Check:  This shows any transactions paid by check.

Credit Card:  All credit card transactions are reported here.  This total includes the tip amount.  The Type column next to it shows the credit card type (Visa, MC etc).

Account:  This is the account charge or payment made on a ticket.

Gift Card:  All gift card transactions are reported here.  This includes the total tip amount as well.

Order Type:  This is what the order type was (Delivery, Dine In, Carry Out, Pickup).

WS:  If you have more than one POS terminal, then the workstation number is recorded here.

Emp:  The employee ID that took the order is recorded here.

Ropn:  This is the employee that re-opened a ticket and made changes to it.

At the bottom of the Balance Till are some other items -

On Hold Tickets:  This shows the total number of tickets On Hold and the total dollar amount.  Remember, On Hold means the ticket was either never cashed out or that a tip was never applied.

Original Deferred Orders:  This shows all the deferred orders that have not been made and collected yet.  The total number and dollar amount are reported here.  A deferred order is an order that has been set to be made for a specific date or time.

Credit Card Summary:  This shows you each credit card transaction so they can be matched against the credit card slip and totals.

Gift Card Summary:  This shows you the summary of each gift card transaction.

Coupon Summary:  A listing of each coupon used.  The time, ticket number and employee number are shown here as well.

Discount Summary:  A listing of each discount used.  The time, ticket number and employee number are shown here as well.

Because the Balance Till is so versatile, there are a number of configurations.  If you have questions regarding your specific setup just give us a call!

Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Happy Thanksgiving!

Happy Thanksgiving! 

We hope that all of you have a great and wonderful holiday!  Remember that SelbySoft will have emergency technical assistance available on Thanksgiving and through the weekend.

We will have staff available for calls and assistance on the Friday after Thanksgiving as well!

Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Delivery Driver Compensation

What about paying delivery drivers?

In our last post, we talked about different offerings for those of you that deliver and how to charge a customer an additional fee for that delivery.

So what about the driver?  Most of the locations we work with compensate their drivers in one way or another.  With SP-1 you can choose a number of different methods for accomplishing this.

Per Item:  With this selected, you can actually compensate your delivery drivers based on the number of items they deliver per ticket!

Per Ticket: By far the most common delivery payments.  The employee is compensated per run.

Percentage:  Compensate based on a percentage of the total ticket.  This is a great option as you can then compensate different drivers with different amounts.  You simply put a percentage that you will will compensate in the employee master file.

Milage:   Compensate for miles driven.  Another great way to compensate because it is based on distance and can have a different amount per driver.   You enter the milage in the employee master files.  Once this is activated, you can then have SP-1 record the total in and out milage for the employee as well!

None:  If you use a company vehicle for deliveries you may not compensate beyond the normal wage.

Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Coupon and Discount Ideas

Coupons and Discounts

I thought I'd take some time and share some ideas on coupons and discounts.  Most of these are ideas that have been shared with us by our current customers over the years.

Reward Programs:

Our SP-1 software has a number of ways to handle reward systems for your store.  A couple of the ways are here.

Buy 10 get 1 free

Spend a $1.00 get a point  - This is great as it allows you to incorporate other items as well:

• 50 Points gets a free drink or 50% off food
• 100 points gets a free lunch (small size items only)
• 250 lunch for two

Gift Card Programs

We have heard many different promotions with gift cards - some of these are designed to help boost gift card sales as well as other products.  Note that the values vary from store to store!

Buy a $25 card for $20

Buy a $25 card and get a $5 card free

Buy a $25 card and get a drink / app free (immediate gratification)

Buy a $50 (or $100) and get $5 - $10 extra and a 10% discount for the next 3-6 months.

Load money and get a 10% discount for one month

Discounts

Owner discount - track how much YOU give away or comp!

Waste discount - track what is dropped etc

Mis-made discount - track what was made incorrectly

Re-make - a discount to show that you re-made an item to a customers specification

10% off for senior, police, fire, military etc

Bring a friend discount - If 2 people order, get 10% off

Coupons

Beat the clock special - Item is charged by the time. . . $5.00 at 5pm, $5.25 at 5:15, $5.50 at 5:30 etc

Buy X get X 1/2 off - This is a great way to introduce new product to your customers.

Buy Combo's are great for  providing quick ordering as well.

These are just a few of the different promotional ideas ran past us.  Hope they help!

Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

New Mobile Dashboard

MobileDash

Want to see your sales numbers on a regular basis?  

MobileDash is your answer!

SelbySoft has a new service that will allow you to receive an email once an hour with your total sales, labor, cogs etc.  Additionally, we will send the Menu Group breakdown to that same email.

This is one of the most effective ways to stay on top of what's happening in your locations!

This service is only $60 per location or FREE for customers that have our Corporate Reporting Package.











Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

Daylight Savings Time

Daylight Savings Time is Coming!

Are you ready for it?  Every time change comes with it's own set of challenges as people forget to change the time or are running on outdated operating systems that are not updating based on the new DST rules adapted by the US Government in 2005.

When it comes to the operating system (Windows), the DST rules are usually based on a couple criteria.  When the rules changed, older operating systems (Win 95, 98, 2000, XP, Vista) all had issues of some sort because of this.  Microsoft has a utility and fix to upload the new time changes at http://support.microsoft.com/gp/cp_dst.

Wikipedia has an article that clarifies a number of things about DST and even has a section explaining the issues on computers in more detail. http://en.wikipedia.org/wiki/Daylight_saving_time

Finally, it's a good idea to know how to manually change the time on your computer.  The easiest way is to make sure you are at the Windows Desktop and then click the clock in the bottom right hand corner.

Be sure to tackle this BEFORE doing any tickets for the day!



Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371

New name screen!

Faster Name Search

One of the core differences between our delivery and non-delivery clients is how they track their customers. Most delivery clients track customers by their phone numbers.  This is great but a little bit  inconvenient for customers that don't do delivery.

Here at SelbySoft, we always advocate that using a gift card and having that assigned to a customer profile is the best way to track customers and speed up the transaction.  Customer walks or drives up, swipe the card, duplicate the order and done.  

But what if you want to pull them up by name?  SelbySoft has always had the ability to look up customers by name but we have recently revamped this to make it easier.

In System Setup | Operations:5 we have two new switches that change the operation of the customer file.  If you wish, you can now default the customer file to start in the name field instead of the phone number.  Additionally, if the name has an exact match, a ticket will automatically be generated.  This eliminates the need to press start ticket etc.

If the name has an exact match, it's even easier.  The ticket is automatically started right after pressing enter! 

Contact us at:
SelbySoft
Mike Spence
800-454-4434
Sales@SelbySoft.com
WWW.SelbySoft.com
8326 Woodland Ave. E
Puyallup Wa 98371