The home screen contains dashboard widgets that display real time sales data.
The position of the widgets can be changed by clicking on the widget header bar eg FIXED TOTALS and dragging to a new position on the screen.
Head Office - Site selector
TouchOffice Web can be configured for a single site or a multi site operator. In both instances the dashboard will default to show Head Office data.
Click on the 0 - Head Office drop down to select a specific site and the dashboard data for that site.
Selecting a site in single site scenario will give you access to additional filters - Terminal and Till Location.
Dashboard filters
The dashboard data defaults to the current day.
You can select some predefined date ranges by clicking the buttons to the right of the Today button.
You can select a specific date & time range:
Start Date & End Date
Start Time & End Time
Remember to click the green Submit button
You can also filter by a specific clerk
If you have select a site (rather than Head Office) you will have the additional filters:
Terminal (ability to select a specific EPoS terminal)
Till Location (eg bar or restautant, if they have been setup)
Dashboard drill down
Drill down functionality is available for the following widgets:
FINALISE KEY (descriptor column)
TRANSACTION KEY (descriptor column)
GROUP SALES TOTAL (group column)
DEPARTMENT SALES TOTAL (department column)
HOURLY BREAKDOWN (hour column)
PLU SALES (descriptor column)
CLERKS (clerk column)
LAST 100 SALES (Sale ID column)
The drill down process:
Hover your cursor over one of the cells in the drill down column and the text will turn red to denote that drill down is available.
Now click and the red text.
The Sales - Explorer menu will no be shown and it will display all of the EPoS transactions that make up total you clicked on.
You can now click on any of the Sale ID's to drill down to the actual Sales Receipt.
