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.

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

 

Helpful Tip(s):

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.

 

End of Day Features

The End of Day is configured each client. Below are examples of categories that your brand may or may not utilze. 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.

 

 

 

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. Accountabile 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

Decision Logic calculates Cash O/S 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.

 

 

 

  • 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 Day

Users can lock or unlock a day. Locking a day prevents data to be sent to Decision Logic from the Point of Sale. Users may want to lock a day if they know their POS is suseptible to being corrupt and sends additional or incorrect data after the end of business. Locking the day can h elp accounting by ensuring that is locked and has not changed.

 

  1. Click Lock or Unlock Day.

     

    1. Click Unlock Day to unlock a day.

  2. Click Yes to confirm that you want to continue lock or unlock the day.

    1. The day is locked and cannot be edited by running the UDT Client. The day must be unlocked to run the UDT Client.

       

 

 

The Lock Day function does not prevent users with ‘Change’ security from changing entries. It only stops the UDT Client from changing entries.

 

 

More Actions - Sales and Labor

Users may need to take additional actions to ensure data is correct and run the UDT Client. Click More Actions and select the appropriate action.

 

 

 

  • Clear Sales - Clears any sales data for the day, not including Deposits, Paid Outs, or Paid Ins.

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

  • Clear All - Clears all sales and labor data for the day, not including Deposits, Paid Outs, or Paid Ins.

  • Zero Out - Posts a day as zero sales and locks the day to prevent data sent to Decision Logic from the POS.

 

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.

 

 

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.

 

 

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.

 

 

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. 

 

 



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