Retail Back Office: Customer Preference Report

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Navigation: Sign into the Back Office for your Retail Store, then select Reports > Customer Preference.
            

Customer Preference

Displays Customer Ordering Activity. Filter by Employee, Settings, and Time Period then click Apply.

1. Employee: Select an Employee’s name (of the list of employees who set the till) from the dropdown (or All).
   
1. You can Search to find the employee more quickly.
   
   
2. Include Settings: Select Category, Subcategory, Serving Size, or All.
   

Customer Preference Table

When Apply is clicked, the below columns are displayed:

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.
   
   

1. The Grand Total appears at the very bottom of the table for all columns.
   

1. 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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