SmartTouch Boss: getting started

The SmartTouch Boss application is designed for cafes, restaurants or points of sale managers.

It will help you to perform sales, payments and staff work monitoring from any corner of the world. Go on holidays and business trips with peace of mind, open cafes and restaurants in other cities or abroad.

SmartTouch Boss will immediately notify you of the amount of average check in your establishment, generate reports by sales, cash drawer and suspicious actions of the staff.

Where SmartTouch Boss can be installed?

You can install the latest version of SmartTouch Boss for Android from Google Play Market , and for iOS from Apple iTunes This application is completely free.

After launching the software for the first time, you will be prompted to sign in with your login and password as the establishment owner.

If you didn’t receive any login and password, you can get them for free on the subscription page.

If you have successfully obtained your login and password, sign into your SmartTouch Boss account.

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After having signed in: If you use already the SmartTouch POS automation system, you will be able to make a Daily report.

Thus you will see the current sales values.

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To change the dates range (data displaying period), use the Date function. To choose other reports (cash, sales by payment methods, sales by products type), tap the menu button BossMenu

 

ATTENTION!

Those people, who have got demo-access to the SmartTouch POS for the first time, will be able to receive the Daily report as soon as they automate their establishment. To start the automation process, watch our video tutorial. After inputting products and starting selling, the Daily report function will become available. Have you started automation but something goes wrong? Don’t hesitate to contact our support service support.ru@smarttouchpos.eu and leave your contact data. We will contact you as soon as possible and help you to set up the software.

Other reports in the SmartTouch Boss application:

Cash drawer report

It displays the main values of the cash register day for the chosen dates range (Date from – Date to):

  • Date and time of the cash drawer opening and closing
  • Opening balance
  •  Amounts: sales, withdrawals, inbound/outbound payments, final balance

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Suspicious actions

You can view the log of staff suspicious actions for the chosen dates range (Date from – Date to). For example, you can find out the reason why the waiter canceled the preliminary check:

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Sales by payment methods

This is an analytical report allowing to evaluate payment methods for the establishment services (Date from – Date to).

For example, let’s admit that you wish to determine the amount of cash passed through the cash drawer during 10 days.

Input the report by Cash payment method and find out how many persons paid by cash during this period:

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Sales by products

This report type will be especially helpful to evaluate dishes and beverages popularity (Date from – Date to)

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Sales by hours

This report type will help you to determine the time when the flow of visitors increases and the so-called dead hours.

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Later you can integrate various activities to attract visitors, for example, by offering 5 % discount from 11 A.M to 2 P.M and 10% for regular customers.

Read more about how to develop a base of regular customers without bonus cards here.

With SmartTouch Boss you won’t miss a trick!

Sales report for Products categories

A product category offers an additional possibility to group products on your own.

If you allocate your products to categories, the report will generate lines according to them (Reports\Sales per products\Report type: By products categories).

For example, the report has generated a line where Products column value is equal to Dishes for breakfast, so this line will include all sales of Scrambled eggs, Salad, Tea from different products groups.

Example

Let’s suppose that you need to estimate the efficiency of dishes selling that are made for breakfast and lunch.

So, we offer:

Scrambled eggs, Salad and Coffee for breakfast

Soup, Petty cake and Compot for lunch

 

Step 1. Create the appropriate groups of products for Dishes for breakfast and Dishes for lunch using the Create button in the Administration panel: Products\Products categories. In the Name field, input your category designation “Dishes for breakfast”. Tap the Save button to save your new category in the database. Proceed in the same way to create a new category for Dishes for lunch.

 

Step 2. Assign each dish to its category. To do this, go to the Administration panel: Products\Products and dishes find the Scrammbled eggs dish and tap the Modify button. The product card will be opened. In this product card, go to the Categories tab and set the Product category field to Dishes for breakfast. Proceed in the same way for other dishes, in our case it’s Salad, Coffee, Soup, Petty cake and Compot.   

 

Step.3 Produce a report in the Administration panel\Reports\Sales by products.

In the fields, specify the following:

«Start date» «End date», these fields are intended to indicate the desired selling period.

«Report type», in this field we specify By products categories.

Reports of the Administration panel

Reports section:

Day report: During a day the following key figures are displayed in three sections:

  • Bottom line: Sales, Returns, Discounts, Sold quantity, Guests number, Average check.
  • The most popular: Products (Dish) designation, Quanity, Totals.
  • Discounts: Discount designation, Totals.

By employees: Displays sales for the specified date range with the possibility to filter by establishment.

It contains the following columns: Employee, Sold quantity, Discount, Sales Totals, Average bill.

Cash report: Displays till operations for the specified date range with the possibility to filter by establishment.

profitability of sales: shows a profit calculation broken down by dishes for the specified date range.

It contains the following columns: Products, Sold quantity, Sales Totals, Written-off quantity, Written-off amount, Cost price of 1 item, Markup percentage, Profit.

Sales by payment methods: Displays sales broken down by payment methods for the specified date range with the possibility to filter by establishment.

It contains the following columns: Payment method, Sold quantity, Sales Totals, Avarage check.

Sales by days: Displays sales broken down by calendar days for the specified date range.

It contains the following columns: Day, Establishment, Sales Totals.

Sales over a period: Here you have the possibility to produce a report broken down by:

Products

Products groups

Products categories

It contains the following columns: Products, Establishment, Totals, and Quantity.

 

Sales by goods – Type of report: In the fiscal group during the period

Columns: Goods (Fiscal groups) for each institution: Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)

Options:

  • Date of the start – Date & Time beginning a reported period
  • End date – the date & time due dates a reported period
  • Institution
  • Do not take into account the view of Loan Payment
  • Do not show the zero position
  • Only the fiscal receipts

It is possible to get sales figures in accordance with the changes of cash. The reporting period in this case is set by the additional parameter – the beginning and end of the shift. The arrow buttons “Forward” and “Back” allow “flipping” a report in accordance with the changes of cash, time shift will be entered automatically.

Activity Log – list of operations with documents / objects database for the period

Column: Date (date and time of the operation), description (ID – document / object, name), Login (user to perform an operation), IP (IP address), the user’s action (operation type: create, update, delete).

 

Reports of the Warehouse section

 

Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by warehouse. 

  • Products
  • Measurement unit
  • Opening stocks (Quantity, Totals)
  • Receipts (Quantity, Totals)
  • Expenditure (Quantity, Totals)
  • Closing stocks (Quantity, Totals)
  • Minimum stock

Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).

 

Cost card report – information about ingredients cost the product is made of.

 

Charts – Displays cost of goods sold in the form of a graph

Vertical – cost of goods sold

According horizontals – the days of the reporting period.

The report has two modes:

  • Only a selected period
  • Compared to the previous period

 

In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.

In Compare mode with the previous period are displayed simultaneously:

sales for the installed using calendars (Start date, end date) sales period for the previous period.

The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.

That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.

If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.

In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.

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 Gains and losses

Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution

Parameters defining the reporting period: Start date, end date

Columns:

Title of the article income / expense, places Name

Section Month: Columns amount on articles Interest

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Reports of the Loyalty section

Report by bonus points displays information for the specified date range.

It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.

Consolidated report by discounts for a specified date range with filtering by establishment.

It contains the following columns: Discount (designation), percent of a discount, discount amount.

Detailed report by discounts displays information for a specified date range and allows to filter by establishment.

Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.

 

Reports of Staff section

Pay slip - all information for salary accounting

Report Options:

  • Reporting period: Start date, end date
  • Employee – limited report information on the selected employee. If the employee is not specified, the report is generated for all employees
  • Working hours in detail – enable \ disable the detail work on-time employees

 

Columns:

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Reports of the mobile application SmartTouch POS

You can access reports of the mobile application through the Reports menu options.

Here the following types of reports are available:

Per payment types over a period: Payment method, Orders Amount, Sum, Average check

By orders over a period with grouping per checks:

Group of the check heading: Date and time (of the check), Oder ID, Author (Salesperson, waiter), Quantity (number of items in the check), Amount (of the check), Comments.

Check content (items):  Products (Products designation/Dishes), Quantity, Amount

Per payments over a period:  Date and time (of the payment), Payment ID, Author, Payment (Article of cash movement), Amount, Comments.

Per discounts over a period: Date and time, Order ID, Owner of the discount, Quantity, Discount %, Discount, Amount

Actions Log represents a log journal of the mobile application’s users: Date and time, Action, User, Comments, Order, Item.

 There is also a possibility to set a filter by events type.

Sales report over a period and here you have the possibility to configure reports sections (sub-summary groups): Payment type, Waiter, Table, Order, Dish.

 

You can view sales by setting the period From and To (Date and time) with the help of the calendar widget or using the arrows in the upper-right corner of the screen.

 

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Nastr The button  allows getting access to additional setting parameters that are available for some reports