Audit Reports
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      1. OrderMate Help Guides
      2. Reporting
      3. Audit Reports

      Discounts & Surcharges Reports

      Summary of the Reports

      The Discount and Surcharges reports are audit reports that allow the use of each feature to be analysed in a range of ways including; their cost, the items they are being added to or even the staff member who has applied them. These reports help to keep price adjustments under control.

      Note: To find these reports search 'Discount Report' or 'Surcharge Report' in OfficeMate

       

      Available Filters in the Reports

      • Custom Date Range, Daily, Week Ending, Monthly, Quarterly, Yearly
      • All Day, Custom Time Range, Day Part
      • By User, By Discount, By Surcharge, Summary By User, Summary By Discount, Summary By Surcharge

      The Information in the Reports

      Filters

      • Multiple types of discounts/surcharges can be selected consecutively
      • Use the additional tabs at the top of the screen to view additional reports
      • Removing price level discounts may give you more visibility of manually applied or non automatic discounts

      Created

      • The date and time the discount/surcharge was applied

      Discount/Surcharge

      • The name of the discount/surcharge in the set up screen
      • The name of the price level
      • The delivery fee name
      • Daily discount/surcharge if the surcharge or discount feature was enabled
      • If a manual discount/surcharge is applied, the name is;
        • Open Price Discount/Surcharge

      User

      • The user that was logged in to WaiterMate when the discount/surcharge was applied

      Cost

      • The cost of the discount/surcharge to the business
      • A positive (+) value indicates that the price was lower than the usual price (a + cost to the business)
      • A negative (-) value indicates that the price was higher than the usual price (a - cost to the business)
      • The cost is an Inc GST value

      Type

      • Normal: A preset discount was created and applied to the item/account
      • Daily: The daily surcharge or discount feature was enabled and changed the price of the item/account
      • Custom: A custom $ or % discount was applied to the item/account
      • Price Level: A price level increased/decreased the price of the item
      • Open Price: The price of the item was manually changed in WaiterMate
      • Loyalty: The customer used loyalty points to purchase the item
      • Delivery Surcharge: There was an automatic delivery surcharge on the account

      Target

      • The 'Target' is either:
        • The 'Item Name' for an item level discount/surcharge
        • The 'Account Type' for an account level discount/surcharge