Back Office: Customer Preference Report

Back Office: Customer Preference Report

  1. Sign into the Back Office and select a Store.

  2. On the left-side Navigation Panel, click Reports then Customer Preference.
                

  3. The Customer Preference report page displays a customer's ordering activity. Filter by the following along withTime Period.
    1. Employee: Select an Employee’s name (of the list of employees who set the till) from the dropdown (or All). You can Search to find the employee more quickly.
    2. Include Settings: Select Category, Subcategory, Serving Size, or All (all 3).

  4. When Apply is clicked, the table is populated with the below columns:
    1. Items: The item’s category, subcategory and serving size.
    2. Quantity: Sub headers for amounts Sold (quantity), Void (quantity), Total (Sold Quantity + Void Quantity), Group % and Total %.
    3. Amount: Sub headers of the amounts Sold (in currency), Void (in currency), Total (Sold Amount + Void Amount), Group % (Item Total / Group Total) and Total % (Item Total / Grand Total [at the very bottom]).
    4. The overall Total appears for the Quantity and Amount of each Category, Sub-Category and Serving Size.
    5. The Grand Total appears at the very bottom of the table for all columns.


    6. Note: The organization of the table will be broken down by the Items column depending upon the Include Settings selections:
      1. Example: When Select All (Category, Sub Category and Serving Size) is selected:


      2. Example: When just Category is selected:


      3. Example: When Sub Category and Serving Size are selected

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