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Sales realtime recos report

As a business owner, you can use the Sales - Realtime Recos report to understand how effective your point of sale (POS) recommendations are.

This report offers detailed insights into which products, and packages recommended at POS are actually being purchased. It allows you to track recommendation performance in real time and take action based on item-level insights, that is, detailed analytics about each individual product, or package recommended and whether it was purchased.

Note

Zenoti does not currently support recommendations on the webstore. Support for this will be added soon.

Required permissions:

  • The report is enabled by default for any organization or center using the real-time recommendation feature.

  • The report is accessible to anyone with the Sales - Realtime Recos Report role permission enabled.

To access the Sales - Realtime Recos report, follow these steps:

  1. At the organization level, click Reports.

  2. Navigate to Finance > Sales.

  3. Click Sales - Realtime Recos report.

    Reports_-_June_17_-_Realtime_recos_report.png

To view specific data, apply the following filters in the Sales - Realtime Recos report and click Refresh.

  • Date Range: Select the time period for the data displayed

  • Center: Filter by business centers

  • Item type: Filter by product or packages

  • Invoice status: Filter by the status of the invoice.

  • Sold by: Filter by employees who added the recommendation (POS only)

Below are the columns available in the Sales - Realtime Recos report, along with their descriptions.

  • Center code: Unique code that identifies the center where transaction was done

  • Center name: Name of the business center

  • Sale date: Date of sale (same as Sales Report)

  • Guest name: Guest associated with the sale

  • Invoice number: Unique invoice ID

  • Sold by: Employee who made the sale

  • Status: Open or closed status of the invoice

  • Invoice date: Date the invoice was created

  • Invoice closed date: Date when invoice was fully paid and closed

  • Item type: Type of item sold (Product, Package)

  • Item name: Name of the recommended item

  • Quantity: Number of units sold

  • Price: Price before any discount

  • Sales (Exc.Tax): Total amount payable by the guest without tax

  • Sales (Inc.tax): Total amount payable by the guest with tax

  • Tax: Tax levied on the guest for purchasing the item

  • Collected: Amount paid by the guest by using cash, card, check, or custom (financial or non-financial) payment types

  • Due: Amount that is yet to be received from the guest.

    Due = Sales (Including.Tax) - Collected

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