Inventory and Labor Reports_TableService_v123P.pdf2. Executive Flash Report • Summary of key...
Transcript of Inventory and Labor Reports_TableService_v123P.pdf2. Executive Flash Report • Summary of key...
Back Office
Inventory and Labor
Cash Management
Inventory / Purchasing
Labor Management
Forecast Engine
System Reporting
Table Service Solution
Example Reports Version 12.3
- Confidential and subject to standard non-disclosure policies -
Inventory and Labor
Sales Reports 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 Tracking 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
Food Cost & Inventory
12. Order Purchasing Guide • Purchasing guide template.
13. Inventory Worksheet • View a template for counting physical inventory
14. Food Cost, Summary Reports • Monitor total sales and food cost variance by location
15. Food Cost – Detail Worksheet • Summary of actual food cost, theoretical food cost and variances
16. Detailed Inventory Item Usage • Detailed Inventory Item activity reports
17. Top Twenty / Bottom Ten • Track the items that are costing you the most money
Prep & Production
18. Forecast Sales & Guests • Generate a forecast based on selected parameters
19. Menu Item Procedure Card • Recipe, Procedure and Picture organized by item
20. Prep List, Spreadsheet • Prep production schedule
Audit and Accounting
21. Accounts Payable • Example cost and purchasing reports
22. Audit Reports • Example Audit Reports
Labor Management System
23. Employee Mobility • Mobility Communication example.
24. Management Labor Review • Summary of key metrics by site, region or company.
25. Labor Snapshot / Approaching OT • View key labor metrics / Employees approaching overtime.
26. Actual vs. Scheduled Labor • Track total labor costs and overall labor cost percentages
27. Schedule, Daily by Shift or Shift/Job • Line-Bar Versions of the Daily Schedule
28. Schedule, Weekly by Type • Spreadsheet style format the Weekly Schedule
29. Schedule, Manager • Spreadsheet style format of the Manager Schedule
30. Payroll/Time Punch Detail • View Shifts, Breaks, Punches and Penalty Pay
31. Shift Edits, History • View time punch edits
32. Payroll / Payroll Checks • Employee signature form
33. Tip Reporting • Example Tip Income and Hot Tips report.
34. New Hire / Inactivity / Rate Changes • Identifies New Hires and Inactive Employees
35. W4 and I9 Forms • W-4 and I9 forms are incorporated in the system.
Example Reports Table Service Solution
2013 2
Report Configuration and Examples
Executive Flash Report Description The Executive Flash Report provides a summary of key metrics for a user-defined period.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable Multiple Formats
Report Examples Internal Report Number: -19
Example Reports Table Service Solution
2013 3
Report Configuration and Examples
Flash Profit & Loss Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Examples Internal Report Numbers: 94, 104
Example Reports Table Service Solution
2013 4
Report Configuration and Examples
Store Tracking Report Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Example Internal Report Number: 115
Example Reports Table Service Solution
2013 5
Report Configuration and Examples
Standard Reconciliation Templates Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Mapped Data
Report Examples Multiple Cash Reconciliation Templates
Example Reports Table Service Solution
2013 6
Report Configuration and Examples
Custom Sales Reconciliation and Sales Deposits Description The system provides multiple formats for Custom Sales Reconciliation and Sales Deposit tracking.
The system also provides for Cashier Reconciliation as well.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Example Internal Report Number: -19, 233
Example Reports Table Service Solution
2013 7
Report Configuration and Examples
Sales Flash Reports – Stacked, Snapshot Description The Sales Flash Reports display key sales, labor and select statistics giving managers a quick
account of performance during a specified time period.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Examples Internal Report Numbers: 110, 116
Example Reports Table Service Solution
2013 8
Report Configuration and Examples
Daily Plan – Half Hour Sales Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Examples Internal Report Numbers: 141, 259
Example Reports Table Service Solution
2013 9
Report Configuration and Examples
Product Mix Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats Report as Side/Item
Report Examples Internal Report Numbers: 1, 46
Example Reports Table Service Solution
2013 10
Report Configuration and Examples
Employee Sales Mix Report Description 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
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Examples Internal Report Numbers: 277, 278
Example Reports Table Service Solution
2013 11
Report Configuration and Examples
Menu Item Contribution Description 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 Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Examples Internal Report Numbers: 95, 10, 219
Example Reports Table Service Solution
2013 12
Report Configuration and Examples
Order Purchasing Guide Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Vendors
Report Example Internal Report Number: 146
Example Reports Table Service Solution
2013 13
Report Configuration and Examples
Inventory Worksheet Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats Multiple UOM, 5 Max PDA Interface
Report Example Internal Report Number: -23
Example Reports Table Service Solution
2013 14
Report Configuration and Examples
Food Cost Summary Reports Description 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 Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Examples Internal Report Number: 186, 188, 190
Example Reports Table Service Solution
2013 15
Report Configuration and Examples
Food Cost, Detail Report Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats Sub-Categories
Report Examples Internal Report Number: 188
Example Reports Table Service Solution
2013 16
Report Configuration and Samples
Detailed Inventory Item Usage Description: 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Select Item
Report Examples Internal Report Number: 260, -37
Example Reports Table Service Solution
2013 17
Report Configuration and Examples
Top Twenty, Inventory Item Report Description 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 Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example Internal Report Number: 8
Example Reports Table Service Solution
2013 18
Report Configuration and Examples
Forecast Sales & Guests Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
14 Day Forecast
Report Examples Internal Report Numbers: 43, 220
Example Reports Table Service Solution
2013 19
Report Configuration and Examples
Menu Item, Procedure Card Description Recipe Cards and Menu Item Procedures can be printed on the system.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example User Interface: Recipes – Menu Items
Example Reports Table Service Solution
2013 20
Report Configuration and Examples
Prep List, Spreadsheet Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats Print by Station
Report Example Internal Report Number: 179, 216, 105
Example Reports Table Service Solution
2013 21
Report Configuration and Examples
Accounts Payable Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Examples Internal Report Numbers: 99, 100
Example Reports Table Service Solution
2013 22
Report Configuration and Examples
Audit Reports Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Examples Internal Report Numbers: 18, 59, 215
Example Reports Table Service Solution
2013 23
Report Configuration and Examples
Employee Mobility Description Mobility allows your employees the option to "opt-in" for schedule updates to their mobile device.
Output Options:
Weekly Schedule Weekly Changes
Note: Employees are responsible for their messaging plans. These messages will be counted in their message use.
Example
Example Reports Table Service Solution
2013 24
Report Configuration and Examples
Management Labor Review Description The Management Labor Review is a configurable report designed to give you insight into your
restaurant labor numbers.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Examples Internal Report Numbers: -19
Example Reports Table Service Solution
2013 25
Report Configuration and Examples
Labor Snapshot / Approaching Overtime Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Configurable
Report Examples Internal Report Numbers: 116. 73
Example Reports Table Service Solution
2013 26
Report Configuration and Examples
Scheduled vs. Actual Labor Description This report tracks variance between actual vs. scheduled labor hours and costs for each area of
restaurant operations.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Example Internal Report Numbers: 268, 267
Example Reports Table Service Solution
2013 27
Report Configuration and Examples
Employee Schedule – Line Bar Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Example Internal Report Number: 152, 281
Example Reports Table Service Solution
2013 28
Report Configuration and Examples
Employee Schedule – Weekly Report Description The Weekly Schedule shows all employee shifts and, if desired, the job positions that the employee
is scheduled to work in a spreadsheet format.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Example Internal Report Number: 195, 265
Example Reports Table Service Solution
2013 29
Report Configuration and Samples
Manager Schedule Description 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.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Area Manager Approval
Report Example User Interface: Scheduling – Manager Schedule
Example Reports Table Service Solution
2013 30
Report Configuration and Examples
Time Clock Punches Description 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.
Report Options
Select Time Period Select Location(s) Select Employee(s)
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Multiple Formats
Report Example Internal Report Number: 286
Example Reports Table Service Solution
2013 31
Report Configuration and Examples
Shift Edit History Description The Shift Edit History displays time punch edits for each employee and identifies the individual who
made the edit.
Report Options
Select Time Period Select Location(s) Select Employee(s)
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example Internal Report Number: -15
Example Reports Table Service Solution
2013 32
Report Configuration and Examples
Payroll Reports Description 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.
Report Options
Select Time Period Select Location(s) Select Employee(s)
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example Internal Report Number: 76, 199
Example Reports Table Service Solution
2013 33
Report Configuration and Examples
Tip Reporting Description The system provide multiple tip reports to help you manage and analyze the data for your tipped
employees. An new Tip-Share tracking system is scheduled for release in Q2-2008.
Report Options
Select Time Period Select Location(s) Select Employee(s)
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Tip Share Report
Report Examples Internal Report Numbers: 66, 80
Example Reports Table Service Solution
2013 34
Report Configuration and Examples
New Hire / Inactivity / Rate Changes Description The employee New Hire, Inactivity and Rate Change reports are examples of corporate audit and
identification reports.
Report Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example Internal Report Numbers: 107, 207
Example Reports Table Service Solution
2013 35
Report Configuration and Examples
W4 / I9 Form Description 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 Options
Select Time Period Select Location(s) Select Categories
Save in Excel Format Save in PDF E-Mail (Auto or Manual)
Report Example Internal Report Numbers: 54, 55