Define Application Preferences

Mobile Manager configuration topics include:

Change a Key Stat

Home PageAccountPreferencesKey Stats

Key Stats are analytical statistics regarding sales, discounts, labor cost and other site information.

To change a Key Stat:

  1. From the Key Stats page, select the Key Stat to change.

    Note

    The Sales Total Key Stat cannot be changed.

  2. On the Key Metric popup, perform the following steps:

    • In the first field, type a name for the Key Stat. This name is displayed on the mobile app button.

    • From the second field, select the type of Key Stat to view. Swipe up/down to view the entire list. See Key Stat Types for a description of each type.

    • From the third field, select the primary value for the Key Stat. The available values are determined by the selected Key Stat type. See Key Stat Values for a description of each value.

    • Select Apply.

Key Stat Types

Type

Description

Check

Check details.

Discount

Applied discounts.

Guest

Total guest quantity or average check amount.

Labor Cost

Daily labor dollars and the labor percentage.

Payment

Total of all closed checks including discounts, charges, tax, and tips.

Post-Payment Void

Total of all voided transactions after payment was applied (displayed as a negative value).

Pre-Payment Void

Total of all voided transactions before payment was applied (displayed as a negative value).

Refund

Total of all refunded orders.

Sales

Total of all checks including discounts.

Speed of Service

Average order time.

  • Value displayed in seconds with two decimals. Speed of Service time is specified in minutes when the time value is greater than sixty (60) seconds.

  • Orders without a defined First Time or Closed Time are excluded.

Tips

Total currency amount in tips.

Key Stat Values

Value

Description

QTY

Total quantity.

SUM

Total currency amount.

AVERAGE

Average currency amount.

Speed Of Service

(Check only) Speed Of Service time in minutes.

COST

(Labor only) Labor cost.

Change an Alert

Home PageAccountPreferencesAlerts

To change alerts for the Mobile Manager app:

  1. Select an alerts category.

  2. Toggle on/off the desired alerts to enable/disable push notifications. See Alert Descriptions for descriptions of each alert.

  3. Type or select the desired values for each alert (if applicable).

    • The symbol displayed next to the field identifies the type of value to type.

    • Express all time values in 24-hour military format (e.g. type 3:15 PM as 15:15).

  4. In the upper-right, select the check mark to apply the changes and return to the previous screen.

Alert Descriptions

The following describes each of the alerts that are available with the Mobile Manager app.

Check Alerts

Alert

Push Notification is Sent

Value

Any check is above

When the order total of a guest check is greater than the specified currency amount.

The currency amount.

Discount Alerts

Alert

Push Notification is Sent

Value

Send push notification if discount happens after the following time

When a discount is applied to an order after the specified time of day.

The time of day.

Send push notification if discount is equal or greater than

  • When a discount equal to or greater than the specified currency amount is processed on a single transaction.

  • Once the specified currency amount in discounts is processed in a single day.

  • The minimum dollar amount of a discount on a single transaction.

  • The minimum dollar amount in total discounts in a single day.

Number of discounts is equal or greater than

When the number of discounts is equal to or greater than the specified number.

  • The number of discounts performed by a single employee.

  • The total number of discounts performed by all employees.

Fraud Detection Alerts

Alert

Push Notification is Sent

Value

If a check is reopened once it has been closed

When a closed guest check is reopened.

N/A

If any ‘Paid-Out’ transaction is done

When a Paid Out transaction is performed.

N/A

If any ‘Refund’ transaction is done

When an item refund transaction is performed.

This does not apply to refunded (or voided) receipts.

N/A

If ‘No Sale’ transaction is performed greater than

When a specified number of No Sale transactions are performed.

  • The quantity performed by a single employee.

  • The total quantity performed by all employees.

Labor Alerts

Alert

Push Notification is Sent

Value

If overtime costs have been posted

When overtime labor costs are posted.

N/A

Send alert if labor cost exceeds

When the store's labor cost exceeds the defined percentage.

  • Labor cost percentage

  • Time of day

  • Sales total

Tip Alerts

Alert

Push Notification is Sent

Value

If tip on check is highest than

When an applied tip is greater than the specified percentage.

The order total percentage.

Void Alerts

Alert

Push Notification is Sent

Value

Send push notification if void is over

When an item is voided from an order and the item price is greater than the specified currency amount.

The currency amount.

Number of voids is equal or greater than

When the number of voids is equal to or greater than the specified number.

  • The quantity performed by a single employee

  • The total quantity performed by all employees

Send push notification if void happens after the following time

When an item is voided from an order after the specified time of day.

The time of day.

Add a Report

Home PageAccountPreferencesReports

To add a report to the Mobile Manager app:

  1. From the upper-right, select the + plus sign.

  2. From the Report Type dropdown, select the type of report to add. See Report Types for a description of each type.

  3. In the Name field, type a name for the report.

  4. Select a date range for the report:

    • Select the Date Range field.

    • From the Date Selection screen, select the date or time period.

      • To select a specific date or a range of dates, select Custom to select the date(s) from a calendar.

    • In the upper-right, select the check mark to apply the changes and return to the previous screen.

  5. Select the primary method for grouping data on the report.

    • Select the Primary Grouping field.

    • From the Primary Grouping popup, select the primary data grouping method.

      • For example, select Store to group the data by its respective store.

    • Select the Primary Filter field (if applicable).

    • From the Primary Filter popup, select items to exclude from the report.

  6. Select the secondary method for grouping data on the report.

    • Select the Secondary Grouping field.

    • From the Secondary Grouping popup, select the method for grouping data within the primary grouping method.

      • For example, select Employee to group the data by its respective employee.

    • Select the Secondary Filter field (if applicable).

    • From the Secondary Filter popup, select items to exclude from the report.

  7. From the Sort/Order Field field, select the method for sorting data in the columns on the report.

  8. Select Submit to add the report.

Report Types

Type

Description

Charge

Payment card transactions.

Check

Check details.

Discount

Applied discounts.

Payment

Total of all closed checks including discounts, charges, tax, and tips.

Post-Payment Void

Total of all voided transactions after payment was applied (displayed as a negative value).

Pre-Payment Void

Total of all voided transactions before payment was applied (displayed as a negative value).

Refund

Total of all refunded orders.

Sales

Total of all checks including discounts.

The Total Orders filter returns orders with an order total that is within a specified currency range.

Sales and Labor

Time-incremented sales and labor data (combined).

Tips

Total currency amount in tips.