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Reports

What does the Conversion report show?

**Reports > Sales Reports > Conversion** (page title "Conversion Report", **Sales Conversion** permission) shows customer and subscription movement in the date range:...

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What does the Cooking Report show?

The **Cooking Report** (Meal Prep › Cooking Reports › Cooking Report) is the chefs' production sheet. For the selected date range it...

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What does the Custom Meals Report show?

**Meal Prep › Cooking Reports › Custom Meals Report** (only with the Custom Meals module) lists every Custom Meal Builder order in...

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What does the Delivery report show?

**Reports > Sales Reports > Delivery** (page title "Delivery Report", **Delivery** permission) focuses on fulfilment fees: - **Total Checkouts** – number of...

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What does the Extras Report show?

**Meal Prep › Fulfilment Reports › Extras Report** (only with the Extras module) lists, for **one delivery date**, every extra / add-on...

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Marketing

What does the coupon "End Date" do?

**End Date** is the last day the coupon can be used. Once that date has passed the coupon is treated as expired:...

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What does the Email Marketing Dashboard show?

The Dashboard (Marketing > Email > Dashboard) gives an overview of all your email activity: - Three KPI cards: **Total Sent** (emails...

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Accounting

What does the Create New button on the Accounting dashboard do?

The green **+ Create New** button in the dashboard header is a shortcut menu: - **Customer** – opens a blank customer record....

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Settings & Configuration

What does the credit package renewal automation do?

This works like the subscription renewal automation, but for recurring credit packages: every day it finds every credit-package subscription due for a...

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Real Time Ordering

What does the customer see on the Real Time ordering page?

1. **"1. Select a Date and the Time"** — today's date square (the page only ever offers today, not a range of...

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Kitchen

What does the customer see when their subscription menu is locked?

On the subscription meal-selection page the customer sees a blue **Menu Locked** notice ("The meals for this plan are curated and cannot...

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Catering & Proposals

What does the customer see when they open the proposal link?

The customer must be logged in with one of the accounts attached to the proposal. At `/proposals/{id}` they see tabs: **Proposal** (status...

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What does the Events Calendar show?

**Catering > Calendar** (/admin/events/calendar) opens the **Events Calendar** in monthly view. It shows, for the active kitchen: every **proposal/event** on its event...

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Pos

What does the Daily Closeout report show?

It's the day-to-day sales reconciliation view for POS: four KPI cards (**Total Tickets**, **Average Ticket**, **Gross Sales**, **Total Customers**), a **Sales Summary**...

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What does the Drawer History report (Admin side) show for each device?

One table per POS Device: every drawer opened for it in the date range with its **Open Date**, **End Date**, **Paid In**,...

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Customer Dashboard

What does the Digital Balance / "Use Digital Balance" toggle in the cart do?

Turning on **Use Digital Balance** applies any balance in your **Digital Wallet** toward your order total before the remainder is charged to...

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Hr Tools

What does the Employees list show and can I search it?

**HR Tools > Employees > Employees** lists every employee with columns **ID** (links to the employee), **Creation Date** (of the user account),...

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What does the Employees Schedule page show and how do I change the view?

**HR Tools > HR > Schedule** is a timeline calendar of shifts. In the top-right there are two dropdowns: - **Daily /...

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Delivery

What does the ETA column on the Sync Report mean and how current is it?

**ETA** is the estimated arrival time Root Planner calculated for that stop; it is stored on the order together with the stop...

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Support & Account

What does the Events step of the wizard cover?

With the catering/proposals module, the **Events** step contains **Event settings** (account-wide catering settings such as hours, contracts and statuses – a single...

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