Inventory and Labor. Quick Service Solution. Back Office. Example Reports Version 12.3. Cash Management. Forecast Engine.



Similar documents
Compeat Restaurant Management Systems is a leading provider of restaurant

How To Payroll On An Advantage

Odyssey Software Suite Everything POSsible. Odyssey POS/2100 Point of Sale Software Entry Screens

Features: NEW!! EIM Version 3 Spreadsheets!

QuickBooks. Reports List Enterprise Solutions 14.0

for Sage 100 ERP General Ledger Overview Document

The answer to your Point of Sale System Needs!

Functional Area Systems Lecture 5

POS Software for Your Restaurant or Bar

MAS90, 3.7, Best Software, Inc.

Accounts Payable. Best Practices: Existing Control: Control Gap: Controls Evaluation and Gap Analysis. Purchasing

Basic Concepts of Accounting Subsidiary Subsidiary Special Special Inform Infor a m tion Ledgers Ledger Journals Jour Systems

Abila MIP Fund Accounting

How To Improve Your Business Software

Sage PFW ERP Intelligence

Chapter 1 QuickBooks for Restaurants

Analyzing financial data

MAITRE D STANDARD OPERATING PROCEDURES

Software Suite. Software that serves you better

B Resource Guide: Implementing Financial Controls

JD Edwards EnterpriseOne One View Reporting Functional Content Overview

Job Ready Assessment Blueprint. Accounting-Basic. Test Code: 4000 / Version: 01. Copyright All Rights Reserved.

Harnessing the Power of Data with Workforce Management. Presenter: Mike Chester VP, Store Operations, World Kitchen, LLC

Intuit QuickBooks Enterprise Solutions 10.0 Complete List of Reports

Accounts Receivable. Features. Parameterized. Multiple Divisions

Department Summary Pay Type Summary Period Totals

The Beginners Guide to ERP for Food Processors

204 Reports Included with Version 7.0!

SERVICE STANDARDS. 2006, Educational Institute

SUA - Payroll and Inventory Payroll System

Accounts Payable System Administration Manual

Intelligence Reporting Standard Reports

FnB User Master Class

RedPrairie for Food Service. Providing Consistency and Visibility at Least Cost

Agenda. Copyright Acuity Business Solutions, LLC All Rights Reserved

JOB READY ASSESSMENT BLUEPRINT ACCOUNTING-BASIC - PILOT. Test Code: 4100 Version: 01

for Sage 100 ERP Job Cost Overview Document

Dealer Management Solutions for Independent Dealers

Accounts Payable User Manual

TRAVERSE Manufacturing

Hotel Training Programme

Audits of Automobile Body and Repair Shops

Ideal Stock control Product Overview

Navigating within QuickBooks

for Sage 100 ERP Work Order Overview Document

How to Use the Cash Flow Template

Point Of Sale Reports

A point-of-sale system with all the options you need

Product Brief. Intacct Financials & Accounting. Intacct General Ledger

City of Surprise Request for Information ERP and Community Development Software

AUSTIN INDEPENDENT SCHOOL DISTRICT INTERNAL AUDIT DEPARTMENT PAYROLL AUDIT PROGRAM

WMS SOFTWARE - TRAINING SCHEDULE

How To Create A Business Benefit Dashboard Analysis Report In Microsoft Excel

Manager's Guide to TimeIPS

RedPrairie for Convenience Retail. Providing Consistency and Visibility at Least Cost

Job Manager for Metal Fabrication

Pastel Evolution Business Intelligence Centre

TEXAS LOTTERY COMMISSION

CHTP REVIEW: Hotel Technology. Cihan Cobanoglu, Ph.D., CHTP University of South Florida Sarasota- Manatee May 5, 2011

Scenario # 1--Small Court - 65 Employees

OFFICE OF ATTORNEY GENERAL GAMING DIVISION. GAMING INTERNAL CONTROL MANUAL FOR CHARITY INC. (A Hypothetical Organization)

TheFinancialEdge. Converting to Payroll 7

Oracle Hospitality Cloud Services* Food & Beverage Service Descriptions and Metrics

Accounts Payable. Highlights

Financial. Management FOR A SMALL BUSINESS

JD Edwards EnterpriseOne Payroll for Canada Rel 9.x

Dealer Management Solutions for Franchised Dealers

ACCOUNTS PAYABLE GENERAL LEDGER. - Voucher buildup method. - Auto Expense distribution (multiple) - Payment Due Reporting.

Deltek Vision. for Consulting Firms.

BDO Consulting. Segregation of Duties Checklist

M O N T H E N D / Q U A R T E R L Y / Y E A R E N D C H E C K L I S T S & P R O C E D U R E S ACCOUNTS RECEIVABLE ACCOUNTS PAYABLE

Vance County Schools Individual School Accounting

INTERNAL CONTROL QUESTIONNAIRE OFFICE OF INTERNAL AUDIT UNIVERSITY OF THE VIRGIN ISLANDS

Executive - Salary Guide

The Dynamic Small Business Manager Copyright, 2006, Frank Vickers, All rights reserved. ISBN

CHAPTER 11 COMPUTER SYSTEMS INFORMATION TECHNOLOGY SERVICES CONTROLS

PRODUCTIVITY IN FOCUS PERFORMANCE MANAGEMENT SOFTWARE FOR MAILROOM AND SCANNING OPERATIONS

Glossary of Accounting Terms

Accounts Receivable System Administration Manual

Skipjack Merchant User Guide. Quick Guide. (a supplement to the Merchant User Guide)

Pastel Accounting Business Intelligence Centre

FUEL DISTRIBUTION SYSTEM

Abila. MIP Fund Accounting. Solutions overview. Accounts payable. Accounts receivable reporting, billing, and sales order entry

RESTAURANT POS FEATURES

S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y

Year End Closing Procedures for Sage 100 ERP. Martin & Associates

Microsoft Dynamics GP. Project Accounting Cost Management Guide

General Accounting Applications (As featured in this pdf document) Licensing Applications. Additional Applications

INTERNAL CONTROL OVER PURCHASE INTERNAL CONTROL OVER INVENTORY INTERNAL CONTROL OVER CASH PAYMENTS INTERNAL CONTROL OVER CASH RECEIPTS

Job Manager for Tool and Die Shops

Need help? The Accounts Payable Help Documentation is designed to make your Accounts Payable experience as efficient as possible.

Cash Receipts Internal Controls

Know how much inventory is on hand. Inventory is money. Old and obsolete inventory can paralyze your business

Reporting Enhancements

INFORMATION TECHNOLOGY CONTROLS

Preseason Planning and Cash Flow Management. Mike Barnidge Credit Manager

Transcription:

Back Office Inventory and Labor Cash Management Inventory / Purchasing Labor Management Forecast Engine System Reporting Quick Service Solution Example Reports Version 12.3

Inventory and Labor Cash and Sales Tracking 2. Executive Flash Report Summary of key metrics by site, region or company. 3. Profit & Loss, Flash Track business on a day to day basis 4. Store Performance Report Detailed month-to-date snapshot 5. Sales Reconciliation Standard Templates 6. Reconciliation & Deposits Custom Report Example 7. Sales Flash Reports View key sales, labor and cash accountability 8. Daily Plan Track Actual vs. Projected sales by interval for the day. 9. Product Mix Report View sales performance of particular menu items and categories 10. Employee Sales Mix Track suggestive selling and sales contests. 11. Menu Item Contribution Tracks item-level profitability 12. Speed Of Service Speed Of Service Tracking Report Food Cost and Inventory 13. Order Purchasing Guide Purchasing guide template. 14. Inventory Worksheet View a template for counting physical inventory 15. Food Cost, Summary Reports Monitor total sales and food cost variance by location 16. Food Cost Detail Worksheet Summary of actual food cost, theoretical food cost and variances 17. Detailed Inventory Item Usage Detailed Inventory Item activity reports 18. Top Twenty / Bottom Ten Track the items that are costing you the most money Prep and Production 19. Forecast Sales & Guests Generate a forecast based on selected parameters 20. Menu Item Procedure Card Recipe, Procedure and Picture organized by item 21. Prep List, Spreadsheet Prep production schedule Audit and Accounting 22. Accounts Payable Example cost and purchasing reports 23. Audit Reports Example Audit Reports Labor Management System 24. Employee Mobility Mobility Communication example. 25. Management Labor Review Summary of key metrics by site, region or company. 26. Labor Snapshot / Approaching OT View key labor metrics / Employees approaching overtime. 27. Actual vs. Scheduled Labor Track total labor costs and overall labor cost percentages 28. Schedule, Daily by Shift or Shift/Job Line-Bar Versions of the Daily Schedule 29. Schedule, Weekly by Type Spreadsheet style format the Weekly Schedule 30. Schedule, Manager Spreadsheet style format of the Manager Schedule 31. Payroll/Time Punch Detail View Shifts, Breaks, Punches and Penalty Pay 32. Shift Edits, History View time punch edits 33. Payroll / Payroll Checks Employee signature form 34. New Hire / Inactivity / Rate Changes Corporate action/identification reports 35. W4 and I-9 Forms W-4 and I9 forms are incorporated in the system. - Confidential and subject to standard non-disclosure policies -

Executive Flash Report The Executive Flash Report provides a summary of key metrics for a user-defined period. Configurable Multiple Formats Report Example MenuLink Report Numbers: -19 2013 2

Profit & Loss This report is designed to help you track your business on a day to day basis. The report can be configured as a Controllable P&L for site managers and/or a Full P&L for your executives. Configurable Report Example MenuLink Report Numbers: 94, 104 2013 3

Store Performance Report The Store Performance Report provides a detailed snapshot of business performance. Specific metrics include net sales, transaction count, average check, cash over/short, voids, card payment, promotions, labor hours and more. Configurable Report Example MenuLink Report Numbers: 115 2013 4

Standard Reconciliation Templates The MenuLink Cash Management system provides six standard Cash Reconciliation templates. These formats allow you to map your data elements into a well-defined user report. A similar approach is used to allow for the mapping of data to a Cashier Reconciliation report as well. Mapped Data Report Example MenuLink Cash Reconciliation Templates 2013 5

Custom Sales Reconciliation and Sales Deposits The system provides multiple formats for Custom Sales Reconciliation and Sales Deposit tracking. The system also provides for Cashier Reconciliation as well. Configurable Report Example MenuLink Report Numbers: -19, 233 2013 6

Sales Flash Reports Stacked, Snapshot The Sales Flash Reports display key sales, labor and select statistics giving managers a quick account of performance during a specified time period. Configurable Report Example MenuLink Report Numbers: 110, 116 2013 7

Daily Plan Half Hour Sales This report breaks down Actual vs. Projected Sales and Labor figures into 30-minute intervals, providing managers with detailed data on sales activity by time of day. Multiple Formats Report Example MenuLink Report Numbers: 141, 259 2013 8

Product Mix The Product Mix Report breaks out quantities sold and gross sales by category and items, providing insight into the sales performance of these menu items and categories. Multiple Formats Report as Side/Item Report Example MenuLink Report Numbers: 1, 46 2013 9

Report Configuration and Examples Employee Sales Mix Report Employees Sales Mix reports, great for suggestive sell tracking, allow you to see the specific product mix of each employee that is responsible for order entry Drill Down Option Report Example MenuLink Report Numbers: 277, 278 2013 10

Menu Item Contribution The Menu Item Contribution report provides detailed break down of profit margin contribution by menu item and allows view to the ideal contribution for each item. Report Example MenuLink Report Numbers: 95, 10, 219 2013 11

Speed Of Service MenuLink works with various Speed of Service devices to capture and report service times via the Speed of Service Report. For example, the report can calculate and summarize average service speed per car in the drive-thru, breaking down the time for each segment of the customer interaction (greeting, payment & food delivery). Third Party Interface* Report Example MenuLink Report Numbers: 142 2013 12

Order Purchasing Guide / Shopping List The Order Purchasing guide allows to manager to enter counts on key items and to also view the quantities for the last five orders placed. Multiple Vendors Report Example MenuLink Report Numbers: 146 2013 13

Inventory Worksheet The Inventory Worksheet provides a template for counting physical inventory. The worksheet is customized by store location and allows for multiple units of measure and fractional counts. Users can determine the items listed for each type of inventory and their counting sequence. Multiple Formats Multiple UOM, 5 Max PDA Interface Report Example MenuLink Report Numbers: -23 2013 14

Food Cost Summary Reports The Food Cost Summary Reports summarize actual food costs, theoretical food costs and variance in dollar amounts and as a percentage of total sales. Report Example MenuLink Report Numbers: 186, 188, 190 2013 15

Food Cost, Detail Report The Food Cost Inventory Summary Report details Purchases, Inventory Counts, Days-On-Hand and Unit Cost amounts. The report calculates Actual, Theoretical and Variance numbers. Multiple Formats Sub-Categories Report Example MenuLink Report Numbers: 188 2013 16

Detailed Inventory Item Usage : MenuLink offers a number of reports and views regarding you detailed inventory usages. The two example reports below show Variances by Day of Week with a drill to specific item detail. Select Item Report Example MenuLink Report Numbers: 260, -37 2013 17

Top Twenty, Inventory Item Report The Top 20 report helps you track your problem food cost items. The report details the top twenty items that are costing you money. The report also shows the Top 10 under-used items which can indicate under-portioning, recipe confusion or holding items past their recommended serving life. Report Example MenuLink Report Numbers: 8 2013 18

Forecast Sales & Guests The Forecast Sales & Guests report shows forecasted guest counts and sales volume based on the sales history and other user-defined parameters. The forecast is helpful in developing staffing requirements based on expected customer volume and sales. The manager can modify/update the forecast to account for promotions or special events. 14 Day Forecast Report Example MenuLink Report Numbers: 43, 220 2013 19

Menu Item, Procedure Card Recipe Cards and Menu Item Procedures can be printed on the system. : Report Example User Interface: Recipes Menu Items 2013 20

Prep List, Spreadsheet Prep Reports assist you determining what and when to prep your items. The system can take hold time, usage and lead times into account. The system incorporates pending events and can track over multiple days as well. Multiple Formats Print by Station Report Example MenuLink Report Numbers: 179, 216, 105 2013 21

Accounts Payable Our Cost/Purchasing reports assist you in controlling your costs by giving rapid access to information, accuracy in updating your general ledger and posting to the Flash P&L report. Multiple Formats Report Example MenuLink Report Numbers: 99, 100 2013 22

Audit Reports The system offers a number of reports that allow you audit and verify the information that is being reported. User log files give you specific information regarding user access. Data reports can help you identify recipe, labor, usage, data mapping data. Multiple Formats Report Example MenuLink Report Numbers: 8, 59, 215 2013 23

Employee Mobility Mobility allows your employees the option to "opt-in" for schedule updates to their mobile device. Output Options: Example Weekly Schedule Weekly Changes Note: Employees are responsible for their messaging plans. These messages will be counted in their message use. 2013 24

Management Labor Review The Management Labor Review is a configurable report designed to give you insight into your restaurant labor numbers. Configurable Report Example MenuLink Report Numbers: -19 2013 25

Labor Snapshot / Approaching Overtime The Labor Snapshot report is a configurable report designed to give you key labor tracking information while the Approaching Overtime Report identifies specific employees who are nearing overtime thresholds within a given weekly schedule. The report helps managers adjust the work schedule proactively to avoid unplanned overtime costs. Configurable Report Example MenuLink Report Numbers: 116, 73 2013 26

Scheduled vs. Actual Labor These reports track variance between actual vs. scheduled labor hours and costs for each area of restaurant operations. Multiple Formats Report Example MenuLink Report Numbers: 267, 268 2013 27

Employee Schedule Line Bar The Employee Schedule Line Bar report graphically displays the weekly schedule. Color line bars show daily hours scheduled for each employee and the different jobs the employee is scheduled to perform within a given shift. The report is generated so that shifts and personnel can be easily posted for everyone to see on a daily/shift basis. Multiple Formats Report Example MenuLink Report Numbers: 152, 281 2013 28

Employee Schedule Weekly Report The Weekly Schedule shows all employee shifts and, if desired, the job positions that the employee is scheduled to work in a spreadsheet format. Select Employees Multiple Formats Report Example MenuLink Report Numbers: 195 2013 29

Manager Schedule The Manager Schedule can be prepared up to six weeks in advance. The schedule can show all Managers and Shift Leads if desired. If the Shift Leads are shown on the Manager Schedule, they can also appear on the regular Employee Schedule as well. Area Manager Approval Report Example User Interface: Scheduling Manager Schedule 2013 30

Time Clock Punches This report displays all time punches by employee within a selected time period, including the source of the time punch. The report calculates total hours for each employee based on the time punches. Select Employee(s) Multiple Formats Report Example MenuLink Report Numbers: 198 2013 31

Shift Edit History The Shift Edit History displays time punch edits for each employee and identifies the individual who made the edit. Select Employee(s) Report Example MenuLink Report Numbers: -15 2013 32

Payroll Reports There are a number of Payroll Reports available in the system. These reports allow you track information such as Hours, Checks, Punch Errors, Punch Corrections and the like. Select Employee(s) Report Example MenuLink Report Numbers: 176, 199 2013 33

New Hire / Inactivity / Rate Changes The employee New Hire, Inactivity and Rate Change reports are examples of corporate audit and identification reports. Report Example MenuLink Report Numbers: 107, 207, 279 2013 34

W-4 / I-9 Form The system will allow the input of IRS W-4 and I-9 form information. The information is stored in the central database but can be printed at the restaurant by the manager and signed by the employee. : Report Example MenuLink Report Numbers: 54, 55 2013 35