Subah ka summary aur detailed reports: dhandha kaisa chal raha hai.

1

Subah ka summary padhe

08:00 store time se pichhle trading date ka snapshot prepare hota hai. Captured mein Cash, UPI aur Card aate hain; Refunds alag rehte hain; Net collected mein refund ghata hota hai. Bill sales aur actual collection ko ek number na samjhe.

2

Number ka reason chahiye toh Reports khole

Reports mein Sales & collections, Menu performance, Money & costs aur Close & exceptions milte hain. Date range same rakhe aur overview se matching bill ya table tak jaaye.

Step 2: Menu sales ko group karte aur matching bills kholte waqt Reports date aur context sambhal kar rakhta hai.

3

Sales, collection aur cash ko alag padhe

Sales bill ki trading date par rehti hai. Payment aur refund record hone ki date par collections mein aate hain. Opening float, cash-in, paid-out aur counted drawer cash Cash counts mein milte hain; Cash counts ke amounts net sales se alag hain.

Step 3a: Daily sales billed value, net sales, Sales loss aur automatic remainder ko alag rakhta hai.

Step 3b: Har payment method ke Captured, Refunded aur Net amounts alag dikhte hain.

Step 3c: Record hua paisa in aur out, owner money alag; ise drawer balance nahi bataya jaata.

Step 3d: Cash counts close ke waqt ka expected amount sambhalta hai aur baad ke movement ka aaj ke view par asar dikhata hai.

Step 3e: Bulk add optional hai. Owner dashboard mein, ya online Desktop App par Settings → Add expenses se use kare. Poora ledger aur reports dashboard mein rehte hain.

Apni expense category add kare: Settings → Reports & accounts mein Expense categories ke paas "Add category" dabaye. Expenses se bhi bana sakte ho: "Add expense" ya "Bulk add" dabaye, phir "Add category". "Name" bhare, "Group" chune aur "Create category" dabaye. Chaar groups hain: "Food & purchases", "Staff costs", "Premises & utilities" aur "Other expenses". Group dhyan se chune, baad mein badalta nahi hai. Category ka naam Expenses, P&L aur expense CSV download mein bhi dikhega.

Ek bill ya best-selling item dhoondh rahe hain? Orders har bill ke saath table, items aur payment dikhata hai. Reports → Menu performance sold facts ko Item, Category ya Variant ke hisaab se group karke exact matching bills kholta hai. Orders aur menu performance guide dekhe.

Email khud off ya on kare: dashboard → Settings → Notifications → 'Daily summary'. Yeh default mein on hai aur dashboard access wale har person ko jaata hai, isliye partner ko bhi wahi summary milti hai.

Is topic ki baaki guides guides hub par milengi.