Catering & Proposals
What does the Profits Margin section show?
Under **Totals**, the **Profits Margin** block shows your estimated margin: **Meals** = meal revenue minus the production cost of each meal/portion ×...
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What does the Proposals View Builder templates page show?
The page lists every template available to your kitchen (your own plus the built-in global ones) as cards in a grid, with...
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What does the setting 'Catering: Ordering On Venues' control?
It is in **Configuration > Order: Venues** and decides whether a venue reservation and catering food can be combined in one online...
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Accounting
What does the Re-authenticate button mean and how do I fix it?
Banks periodically require you to log in again (for example after a password change or a security policy update). When Plaid reports...
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What does the Re-categorize All button do?
**Re-categorize All** (Transactions page header, tooltip *Re-run auto-categorization on all unreviewed transactions*) runs three steps: 1. Adds Sprwt's built-in starter keyword rules...
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Marketing
What does the Recurring page show and how do I pause, edit or archive a campaign?
**Marketing > SMS > Recurring** lists every non-archived campaign with **ID**, **Message** (truncated), **Contact** (the from-number), a **Status** on/off toggle, an **Archive**...
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What does the Sprwt Accounting + Plaid card do?
It is the entry point for linking your bank accounts to Sprwt Accounting through Plaid so transactions can be imported and reconciled...
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Reports
What does the red '!' triangle next to a portion price mean on the Menu Breakdown?
It flags a portion whose **Production Cost** is higher than the allowed share of its **Selling Price**. The threshold is **Theme: Kitchen...
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What does the Referred Users report show?
**Reports > Sales Reports > Referred Users** (**Sales Referred Users** permission) lists every customer who joined through another customer's referral (Refer a...
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What does the SMS report show?
**Reports > Sales Reports > SMS** (page title "SMS Report", needs the SMS module and the **SMS** permission) summarises your text-message and...
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What does the Sub-Recipe Report show and when do I use it?
**Meal Prep › Cooking Reports › Sub-Recipe Report** lists every **sub-recipe** (sauce, marinade, base, mix…) required by the meals, By The Pounds...
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Retail
Delivery
What does the Root Planner "Version" setting (Development / Beta / Live) do?
It selects which Root Planner environment Sprwt talks to: **Live** (default, api.rootplanner.io), **Beta** or **Development**. It also changes the links in the...
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What does the state "Tax %" do and how does it interact with zip-code tax?
**Tax %** on a state is the default sales-tax percentage for orders delivered to, or picked up in, that state. - For...
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Pos
What does the Sales Breakdown by category table's "Net Sales" column mean?
Net Sales = that category's total sales amount minus its refund amount for the selected date range. Items that don't belong to...
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What does the search box on the checkout screen do besides scanning barcodes?
Typing text filters the current category's items by name as you type (case-insensitive, live). It's the same input used for barcode scanning...
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