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POS reports

Summary

The POS reports show the sales data your till sends to Edify, either totalled by day or broken down by product. They report what sold and for how much, as your till names it - for margin against your Edify recipes and products, use Menu profitability instead.

  1. Open Reports from the left-hand menu.

  2. Select the POS tab.

  3. Choose POS summary or POS products from the row beneath the tabs.

Set the period with the date fields and export with Download CSV.

Both reports need a connected POS system and each site linked to its POS location. See Integrating your POS.


POS summary

Sales per day across the period. Each day runs 00:00 to 00:00 in the site's own timezone.

Column

Description

Day

The day of the sales data.

Date

The date of the sales data.

Gross Sales

Total sales, including VAT.

Net Sales

Total sales, excluding VAT.

Transactions

The number of transactions on that date.

Discount

The value of discounts applied.

Refunds

Any refunds processed.

ATV

The average transaction value.


POS products

Sales per product across the period, listed as your till names them.

Column

Description

Product name

The name of the product as it appears on your till.

Quantity sold

How many of that product sold.

Net sales

Total sales value for the product, excluding VAT.

Discount

The value of discounts applied to the product.

Lines discounted

How many sale lines of the product were discounted.


When sales data looks wrong

A site is missing. Check the site is linked to a POS location in Settings > Integrations. A site that isn't linked syncs no sales data at all.

Everything is missing. Check the connection itself in Settings > Integrations. Connections can be revoked - renaming your business on your POS system is a common cause.

Figures look behind. Sales sync continuously, but a short lag is normal. If data is still missing after that, contact our support team via LiveChat.

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