Aspect Software

 

Back-office software for Restaurateurs

 
 
 

Sales and Labor Reporting

 

(Revised 04-12-2000)


 

This document describes the steps required to import data from your POS system and to produce basic sales and labor reports.


 

Subject

Description

Importing From Your POS System


Use this procedure to import data from your point-of-sale system at the end of each day.

Data is imported from your POS system each day by selecting Action / Import POS Daily Totals.

This routine must be run after the point-of-sale system has been reset. It is usually run by a closing manager or by an opening manager the following morning. It does not matter if this routine is mistakenly run more than once. However, any changes made to the imported data will be replaced by the second import.

All employees must be clocked out prior to importing data if they are to be imported into Aspect. Any employees that are not clocked out must be manually inserted into Aspect.

Edit Daily Sales


This option is used to edit and print the daily sales report.

The Daily Sales Report should be reviewed for accuracy and printed every day. Select Sales / Edit Daily Sales to open the daily sales report.

By default, the report displays sales information for the previous day. Use the left and right arrows at the top of the window to move backward and forward by one day.

Use the buttons on the right of the screen to attach notes and to edit discounts, sales by category and charges.

Press the Print button to print the report

Sales Summary Report


A Sales Summary Report should be printed at the end of each week and at the end of the month. Select Sales / Sales Summary Report to open the Sales Summary Report.

Select Edit / Display Options to review select a different display.

Employee Records


This option is used to view and edit employee records imported from your point-of-sale system..

Select Payroll / Edit Employee Records to open the list of employees

Employees are imported from your POS system at the end of each day. All of the necessary information is supplied by your POS system. Additional information can be added at your convenience.

Employees may be deleted from Aspect by highlighting the employee and selecting Edit / Delete Record. After making this selection, three options are available:

1. An employee can be deleted without actually removing all payroll information associated with the employee. In effect, the employee is hidden. This option is useful for hiding employees that should not be included during payroll processing.

2. An employee can be completely purged.

3. An employee can be merged with another employee. This option is useful if an employee appears twice in the employee list with slight differences in the spelling of their name.

Edit Daily Labor


This option is used to edit and print the daily labor report.

The Daily Labor Report should be reviewed for accuracy and printed every day. Select Payroll / Edit Daily Labor. This window displays one line for each day that has been imported from your POS system.

Missing days can be imported by selecting Edit / Insert Record and entering the date to be imported. If information for the day is available in the POS timeclock, it will be imported. You must have already selected Action / Import POS Daily Totals or Action / Import POS Current Totals before attempting to import a past day.

Double-click on a day to view details for that day.

Select Edit / Display Options to review the displays available.

Double-click an employee to edit the employee's clock in/out times, sales totals and tip totals.

Labor Detail Report


This option is used to produce your payroll timesheet at the end of each payroll period.

The Labor Detail Report is used to process payroll at the end of the pay period. Select Payroll / Labor Detail Report to open the report.

Select Edit / Display Options to review the displays available for this report.

Select the Detail By Employee display to view detailed information for each employee. This display is used to verify the accuracy of timeclock data for each employee.

Select the Payroll Timesheet display to view job code totals for each employee. This display is most often used to provide the totals necessary for payroll processing.

Export files can be created for popular accounting and payroll packages by selecting the appropriate option from the Edit menu.

Summary


Select Action / Import POS Daily Totals each day to import data from your POS system.

Select Sales / Edit Daily Sales to edit and print the daily sales report

Select Payroll / Edit Daily Labor to edit and print the daily labor report

At the end of each week and month, select Sales / Sales Summary Report to produce week-to-date and month-to-date sales reports

At the end of each pay period, select Payroll / Labor Detail Report to produce reports required for payroll processing and to create payroll export files.