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What and where is the End of Day page?

What and where is the End of Day page?

This article provides on an overview of the available features on the End of Day page in Decision Logic’s web-based platform and where to find it.

Overview

Decision Logic’s End of Day can be used to manage Cash Accountability and Cash Over/Short. Through your Point of Sales (POS) integration, the End of Day will automatically update with the most recent 3 days of sales and 7 days of labor.

Locking the End of Day Imports prevents sales data from continuing to flow into Decision Logic’s End of Day page. Posting payroll will prevent labor data from continuing t flow into Decision Logic’s End of Day page.

Depending on your Point of Sale, manual entry of Deposits & Paid-Outs may be required for accurate Cash Accountability and Cash Over/Short.

The End of Day page is configured for each client, showing only the information the client wants to see. Various security settings can be enabled in the Profile Maintenance to limit what a user can see and actions they can perform. Security options are:

  • View - Users can only view the page. No edits allowed, such as entering deposits or paid-outs. The lowest level of security.

  • Enter - Users has “view” permissions and can enter deposits, paid-outs, and comments

  • Change - Users have “view” and “enter” permissions, plus editing other available fields, lock and unlock imports, and engage with the Actions options.

 

If data is not flowing from the POS into Decision Logic, the user may need to clear and/or re-run sales or labor data, depending on your POS type. Cloud-Based POS systems, such as Qu or Toast, allows users to re-run sales or labor from the End of Day page. Non-cloud-based POS systems will need to clear sales or labor from the End of Day page, but must re-run sales or labor using the UDT program.

 

Helpful Tip(s):

Table of Contents

For additional questions or assistance, please submit a support ticket by visiting the Decision Logic Service Center.

Access End of Day

Once users are logged into Decision Logic’s platform from a web browser, navigate to:

Operations > End of Day > End of Day

 

  1. Select a Date.

  2. Select a Store.

  3. Click Next.

The Entry Page details provides:

  • The date selected.

  • The weather recorded for the date selected.

  • The store name.

  • Metrics Decision Logic captures.

  • Ability to Lock the Day which prevents data from being sent to Decision Logic from the POS.

  • More Actions that may need to occur.

 

Below is an example of the landing page for End of Day.

1. EOD Landing Page.png

 

End of Day Features

The End of Day is configured each client. Below are examples of categories that your brand may or may not utilize. Please check with your brand, franchisee, or company to determine which features your store utilizes.

 

There are some sections where managers can enter information if the report is configured as such and the users has the correct permissions. The sections will be recalculated and the page will update to show your changes. The following sections cannot be edited without specific configurations:

  • Gross Sales

  • Net Sales

  • Taxes

 

The changes will autosave when you make entries or edits and then click away from that field. If you need to update these sections, please complete the appropriate changes in the Point of Sale and rerun UDT.

 

Metrics

The top of the page provides metrics. Some metrics require a formula to calculate what is displayed. Hovering over the question mark icon provides details into the calculation for the metric it is associated with.

2. Metrics on top of EOD.png

 

Labor %

Labor % is calculated by Decision Logic. Click the icon next to the name to see the calculation.

 

Accountability

Decision Logic calculates accountability. Click the icon next to the name to see the calculation.

 

 

Some brands may see an additional break out of Accountable Tips in the Accountability formula. Brands can determine which tip categories affect accountability. Accountable tips are monies that the brand distributes on an employee’s paycheck and are not given to the employee on the same day of business.

 

Cash O/S

Cash O/S stands for Cash Over/Short. Decision Logic calculates as:

 

Gross Sales

Decision Logic calculates Gross Sales as:

 

 

Net Sales

Decision Logic calculates Net Sales as:

 

 

Side Panel

The side panel provides quick links to each section. Click on a category to be immediately taken to that section.

 

5. Side panel EOD.png

 

 

  • Paid Outs / Paid Ins - Manual entry of paid outs and paid ins.

  • Comments - Manager will enter comments in this section to provide details of the day.

  • Total Sales -

Lock/Unlock Imports for the Day

Users can lock or unlock imports for a day. Locking imports prevents sales data from being sent to Decision Logic from the Point of Sale. Users may want to lock imports for a day if they know their POS is susceptible to being corrupted and sends additional or incorrect data after the end of business.

Posting payroll will lock data imports from coming into Decision Logic’s system.

Users will need at least ‘Change’ permissions to lock and unlock imports.

 

  1. Select a Store.

  2. Select a Date.

  3. Click Lock Imports.

    1-3. Store_Date_Lock Imports.png

  4. Click Lock to confirm.

    5. Lock Imports Message.png

  5. Click Unlock Imports to unlock the imports for that day.

    5a. Unlock Imports.png

     

  6. Click Unlock to confirm that you want to continue unlock imports.

     

    5b. Unlock confirmation message.png

 

 

The Lock Imports function does not prevent users with ‘Change’ security from changing entries. It only stops the import of sales data from the POS to Decision Logic.

 

Finalize Day

Clients who have enabled the Finalize Day feature will see the option to finalize a day on the top right on the End of Day page. Finalizing a day prevents users from making edits to editable fields and locks the day. This also stops sales data from importing into Decision Logic.

Finalize Day Button.png

 

This feature comes with an additional Security option called ‘Admin' in the Profile Maintenance page within Assigned Pages. The Admin Security allows users to re-open a day that has been finalized, allowing users to make edits and for sales data to be imported into Decision Logic.

EOD_Admin Security for Finalize Day.png

 

The Finalize Day button will report on the Operations Engagement Report, in addition to Sales Data and Labor Data status - and if other metrics are configured.

Operations Engagement example.png

 

Contact your Account Manager to discuss this feature to have it enabled.

 

Actions - Sales and Labor

Users may need to take additional actions to ensure sales data is correct and/or run the UDT Client. Remember, cloud-based POS systems allow you to re-run sales or labor on the End of Day page. Whereas, non-cloud-based POS systems require the user to re-run sales or labor data through the UDT application.

The users can Clear Sales, Labor, All or Zero Out the data regardless of their POS type. Selecting either options within the Action dropdown will populate a confirmation message.

 

Once you have accessed the End of Day page and selected the appropriate store and date:

  1. Select Actions to display the dropdown.

    6. Actions dropdown.png

  2. Select the appropriate option.

    7. All Action Options.png

 

 

  • Clear Sales - Clears any sales data for the day.

  • Clear Labor - Clears any labor data for the day.

  • Clear All - Clears all automated sales data, labor entries, and manual entries for the day, excluding deposits and paid-outs.

  • Zero Out - Clears all automated sales and labor entries and manual entries for the day, excluding deposits, and locks the day.

  • Run Sales - Cloud-based POS. This will import the most recent sales data from the Point of Sale and replace what is currently displayed for the day.

  • Run Labor - Cloud-based POS. This will import the most recent labor data from the Point of Sale and replace what is currently displayed for the day. If payroll is posted, no changes will occur. The user would need to open payroll, run labor, and repost payroll.

 

Follow this link to update labor in End of Day manually.

Follow this link to update sales In End of Day manually.

 

Deposits

Managers will enter deposits for each shift or at the end of the day by selecting the depost type, entering the deposit amount, and Add Entry. Conversely, managers can remove an entered deposit by clicking Remove next to the deposit line.

 

 

Special Deposits

All categories are configurable for client needs. This category sometimes is used for donations, chartiy events, fundraising, etc.

 

 

Managers

Managers will display the managers assigned to that store. Click the box next to the manager and shifts they worked for record keeping.

 

 

Paid Outs / Paid Ins

Decision Logic can configure the End of Day to allow users to manually enter paid outs or paid ins.

 

Comments

Decision Logic recommends users enter comments about the shift or any other message a manager at the store may need to know. Clicking away from the comment entry field will save your comment.

 

 

Total Sales

This section provides the total sales for each department listed, the amount associated with the department, and the ability to remove a department line.

 

Voids, Complaints, and Discounts

Stores may allow users to enter or remove voids, complaints (comps), or discounts on the End of Day page or require the data to be sent to Decision Logic from the POS.

 

 

 

Labor

Labor is imported to Decision Logic from the POS. It provides the labor type, hours for each type and the amount. Additionally, it provides a total for hours and amount.

 

 

Gift Card

This section displays gift cards purchased or entered in the POS and was sent to Decision Logic. It may also capture delivery or catering fees. This section can be configured per client. However, the section name will be Gift Card.

 

 

Receipts

This section provides a breakdown of the receipt types, amount for each type, any tips that are included, etc. Additionally, it provides the total amounts for each column that is configured.

 

 

Taxes

Taxes should be sent from the POS to Decision Logic’s platform. Additionally, if this feature is enabled, users can edit this section.

If for some reason the Point of Sale system does not send all tax data to Decision Logic’s platform, users can manually enter Taxes on the End of Day if that feature is enabled for the client. Please submit a Helpdesk Ticket or contact your Account Manager if the POS is not sending over Taxes and you need this feature enabled.

Taxes.png

 

 

Configured Functions

The functionality of the End Of Day page can be configured to fit your business operations better. 

Name

Functionality

Edit with Enter rights until Complete

Allow users with enter rights to edit entries for Deposit, Special Deposit, Paid In and Paid Out entries until the day has been completed.  Default setup does not allow users with Enter rights to edit once an item is saved (same as the current EOD system).

Lock with Enter Rights

Allow users with Enter rights to Lock a day.  This will stop POS sales data from importing and overwriting sales data if there have been changes on the POS.

Lock-on Complete

Automatically Locks POS sales data when the Complete End Of Day is applied.

Sort Order

The order end-of-day steps listed can be adjusted on each client site.

Weather

To import local weather into the EOD process for each day, enter zip codes for each location under Maintenance > Stores Maintenance.