Category: Reporting

December 9th, 2010 by ssadmin
Do you have retail?

If so, we have options!  SP-1 has the ability to handle your retail, barcodes and weighing items if needed.  This goes beyond the simple candy bar sale.  We are talking full capabilities of selling retail items in your location.
It all starts with our SP-1 Inventory & Retail Management Solution.  With this, SP-1 allows you to enter retail items, bundle items together into build groups and really take control of how retail is handled in your location.
It starts with our Retail Master File!  We have the ability to track the category assigned, retail price, stock levels, and more. UPC codes can be assigned to the retail item for quick barcode capabilities. 
You can even print custom barcodes from here for you retail items that may not come with a UPC!
It’s our experience that often you may need to bundle one or more retail items together.  Gift baskets are a common thing in retail locations.  With our Build Groups you will be able to quickly add all the items to the build group.  Now whenever the gift basket is sold, all the retail items within it are removed from inventory as well! 
Don’t forget that in order to sell an item, you simply need to scan it in Order Entry.  If you have an item that is sold by weight, we can handle that with an integrated electronic scale.  Once you scan or enter the item, you will be able to have the amounts read automatically from the scale! 

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

Posted in Order Entry, POS Features, Reporting Tagged with: , , , ,

November 30th, 2010 by ssadmin

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

Posted in POS Features, Reporting Tagged with: , ,

November 9th, 2010 by ssadmin
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

Posted in POS Features, Reporting, Uncategorized Tagged with: ,

September 8th, 2010 by ssadmin
Just thought I’d share a new feature recently added to SP-1.  We have added a new tab on the Dashboard called Daily Detail.  
This latest report shows a breakdown by Menu Group Categories for today, last week, last month and last year.  This also can show you an on-the-fly breakdown by Order Type. 
New Daily Detail 

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

Posted in Reporting, Uncategorized Tagged with: ,

July 19th, 2010 by ssadmin

Different Wages For Different Jobs?

Occasionally we run across stores that have a clear delineation between the job the employee is assigned to and the wage that employee will be paid.   SP-1 has a clear cut method of dealing with this.

Let’s set the example up first. . .  Take a typical location that does delivery and dine in orders.  In this scenario you may have employees that work as delivery drivers and are paid a lower wage than a cook because they are being supplemented by the delivery tips (hopefully!).    Now, to further complicate things, on certain days of the week one of these drivers works as a cook at a higher than normal (for him) wage!

With SP-1 you can utilize our Job Class system to accommodate this easily.  The Job Classes are setup in System Setup.  In this section of the program, you assign the three letter id for the job and the more descriptive name on the right hand side.

Once you have setup the Job Class names and descriptions, they can be entered into the employee master file.  You can enter a custom wage and overtime wage for each Job Class you assign to each employee.
Now, when the employee clocks in, they are presented with a choice as to the Job Class they are working under and the wage will be reported correctly on the employee time keeping reports as well.
By the way, you can also run a report based on the total number of hours each class worked and how much that cost you.  This is a great way to distinguish how much you might be spending on cooks, delivery drivers, counter people etc.

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

Posted in Employees, Reporting, Uncategorized Tagged with: ,

July 13th, 2010 by ssadmin
After my last blog on Job Classes, I was thinking about the other use for them.  Tracking how much training you are doing!
As you (hopefully) remember, my last blog was on how Job Classes work.  As a recap: 
Each employee can be assigned up to five (5) Job Classes.  Each of these Job Classes has a description and a separate wage and (if you accomdate it) an overtime wage.   So, once these are assigned to the specific employee, they appear on clock-in.  Your employee then selects what Job Class they are working for that time period.
There is a great secondary use for this feature however – Training. 
We have a number of clients that take the training of their employees pretty seriously and want to make sure that employees are up to speed before they are being paid fully.  It’s a pretty common idea in a lot of businesses.   For example, you may require that an employee work a certain number of hours as a barista trainee before getting a raise.  Or, you might require a certain number of hours on the clock after being hired before that employee is past their “probation” timeframe.

We do it here at SelbySoft and it helps us in making sure that the employee and the company are on the same page.  For anyone that is interested in how we do it, we have a three month evaluation and training period before any raises and before the rest of the guys stop referring to them as “that new guy” and actually use their name.

With SP-1 you can create a training Job Class that is used when that employee clocks in each shift.  That will allow you to effectively track how much time was spent on training in that job.  SP-1 will report that on the time keeping and also report the total training time your store utilizes over a set time frame.

This is a really great feature to help track and control your training programs in your location. 

Contact us at:
 SelbySoft Mike Spence
800-454-4434 Sales@SelbySoft.com
 http://www.selbysoft.com/
 8326 Woodland Ave.
 Puyallup Wa 98371

Posted in Employees, Reporting, Uncategorized Tagged with: ,

July 1st, 2010 by ssadmin

Recently, I had a conversation with a customer about his delivery drivers.  He explained to me how his insurance company bills him based on the payroll hours of his employees.

The insurance company bills insurance for employees at $2 per $100 in payroll for kitchen prep and servers and then $7 per $100 for delivery drivers.

The issue that he had (last year and this year) is that the $7 figure on drivers is based on the clock in and out time.  Realistically, the higher insurance rate should only be based on the time the drivers are actually on the road and not based on the rest of the time when they are working inside!

So, the question was posed . . .  How could we help?

It turns out, quite a bit!  Utilizing our XML Ticket export in SP-1, we were able to gather some important data for the insurance company as well as some statistics to help understand delivery.  Over the last year they have had:

A total of almost 7,000 deliveries

Total time on the road – 2,830 hours

Average time of 24 minutes per run

The most important figure was the 2830 hours on the road.  This allowed the customer to show the insurance company that the rest of the payroll for these employees was in house and not on the road.

This resulted in a savings of $5 for every $100 in driver payroll.   The grand total in savings?

$1,100! 

So, if you deliver and are curious about what you might be able to save, call us!

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

Posted in Delivery, Reporting, Uncategorized Tagged with: , , ,

June 8th, 2010 by ssadmin

I have attended one trade show and am on my way to the next this week.

During these shows I normally give a presentation on how to use technology to track and increase sales.
It always amazes me how excited people get when they figure out how to use these tools to help enhance the service and training in the store as well as ultimately the full experience the customer receives.

What happens next is curious. A certain percentage of people forget the reasons that they originally were excited about the tools and stop really using them. I typically will talk about a number of methods to accomplish this:

Forced modifiers to help your employees introduce new options, increase order accuracy and even up sell.

Introducing remote monitors and printers to help aid with cutting down on theft, increase order accuracy, and finally just make things easier for your crew.

Tracking and implementing discounts and coupons and then using the online tools like twitter, facebook, and foursquare to promote your store.

Tracking menu categories and seeing what changes need to be made. Really looking at if you need to eliminate drinks etc.

Inventory control and cogs tracking.

Theft controls like audit, gross sales by employee, discounts by employees.

The above are just some of the highlights of my topics. All of these are relatively easy to accomplish with our POS.   So if you have not looked at these items in a while, take some time to revisit what you are doing.

Contact us at:
SelbySoft, inc.
Mike Spence
800-454-4434
Sales@SelbySoft.com
http://www.selbysoft.com/
8326 Woodland Ave. E
Puyallup Wa 98371

Posted in Reporting, Uncategorized Tagged with: ,

January 25th, 2010 by ssadmin

Do your employees bug you about the time that they work? We have a feature that will allow your employees to see how many hours they worked each time they clock out.

So, when an employee clocks out SP-1 will print a receipt with the clock in, clock out and total hours worked as a receipt for the employee!

This option can be found in System Setup, Operations:1 and then select Print Employee Hours Summary on Clock Out.

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

Posted in Employees, Reporting, Uncategorized Tagged with: , ,

November 16th, 2009 by ssadmin

This morning I had an email asking about non-taxable sales and I thought it would make a good blog topic!

Basically there are two things we talk about with non-taxable sales. . . The first is Tax Exempt situations. These are the situations where you are selling to a non-taxable organization, group or person. For instance, church, school, people from Alaska or Oregon. With this, you can actually create a customer entry for each person by adding a customer in Order Entry and then making sure the Taxable switch is not selected. This will allow you to track each non-taxable order made by that individual.

Now, if this is a very rare event for you, then you might want to create one customer and call it Tax Exempt. This gives you the ability to immediately handle the order in the future without going through the trouble of entering a customer.

These transactions will show up on the Business Summary under Tax Exempt Sales.

The second scenario is when you have specific items that are non-taxable. SP-1 handles up to 5 different tax rates and then also a sixth when the tax is set to 0. So, on your Menu Groups, you have the ability to set each menu item to a specific tax (or 0 tax in this case) and to do this by the order type! For example, you might have an item that you have to charge tax on when it is prepared in house but not for to-go orders.

These taxes also show on the Business Summary under the Tax Rates as None.

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

Posted in Order Entry, Reporting, Uncategorized Tagged with: , ,