inventory and labor reports_fastcasual_v123p.pdf14. inventory worksheet • view a template for...

Back Office

Inventory and Labor

Cash Management

Inventory / Purchasing

Labor Management

Forecast Engine

System Reporting

Fast Casual Solution

Example Reports Version 12.3

- Confidential and subject to standard non-disclosure policies -

Inventory and Labor

Cash and Sales Tracking 2. Executive Flash Report • Summary of key metrics by site, region or company.

3. Profit & Loss, Flash • Track business on a day to day basis

4. Store Performance Report • Detailed month-to-date snapshot

5. Sales Reconciliation • Standard Templates

6. Reconciliation & Deposits • Custom Report Example

7. Sales Flash Reports • View key sales, labor and cash accountability

8. Daily Plan • Track Actual vs. Projected sales by interval for the day.

9. Product Mix Report • View sales performance of particular menu items and categories

10. Employee Sales Mix • Track suggestive selling and sales contests.

11. Menu Item Contribution • Tracks item-level profitability

12. Speed Of Service • Speed Of Service Tracking Report

Food Cost and Inventory

13. Order Purchasing Guide • Purchasing guide template.

14. Inventory Worksheet • View a template for counting physical inventory

15. Food Cost, Summary Reports • Monitor total sales and food cost variance by location

16. Food Cost – Detail Worksheet • Summary of actual food cost, theoretical food cost and variances

17. Detailed Inventory Item Usage • Detailed Inventory Item activity reports

18. Top Twenty / Bottom Ten • Track the items that are costing you the most money

Prep and Production

19. Forecast Sales & Guests • Generate a forecast based on selected parameters 20. Menu Item Procedure Card • Recipe, Procedure and Picture organized by item

21. Prep List, Spreadsheet • Prep production schedule

Audit and Accounting

22. Accounts Payable • Example cost and purchasing reports

23. Audit Reports • Example Audit Reports

Labor Management System

24. Employee Mobility • Mobility Communication example.

25. Management Labor Review • Summary of key metrics by site, region or company.

26. Labor Snapshot / Approaching OT • View key labor metrics / Employees approaching overtime.

27. Actual vs. Scheduled Labor • Track total labor costs and overall labor cost percentages

28. Schedule, Daily by Shift or Shift/Job • Line-Bar Versions of the Daily Schedule

29. Schedule, Weekly by Type • Spreadsheet style format the Weekly Schedule

30. Schedule, Manager • Spreadsheet style format of the Manager Schedule

31. Payroll/Time Punch Detail • View all punch activity in the system

32. Shift Edits, History • View Shifts, Breaks, Punches and Penalty Pay

33. Payroll / Payroll Checks • Employee signature form

34. New Hire / Inactivity / Rate Changes • Corporate action/identification reports

35. W4 and I-9 Forms • W-4 and I9 forms are incorporated in the system.

Example Reports Fast Casual Solution

2013 2

Report Configuration and Samples

Executive Flash Report Description The Executive Flash Report provides a summary of key metrics for a user-defined period.

Report Options

Select Time Period Select Location(s) Select Categories

Save in Excel Format Save in PDF E-Mail (Auto or Manual)

Configurable Multiple Formats

Report Example MenuLink Report Numbers: -19


2013 3


Profit & Loss Description This report is designed to help you track your business on a day to day basis. The report can be

configured as a ‘Controllable P&L’ for site managers and/or a “Full P&L” for your executives.

Report Options



Configurable

Report Example MenuLink Report Numbers: 94, 104


2013 4


Store Performance Report Description The Store Performance Report provides a detailed snapshot of business performance. Specific

metrics include net sales, transaction count, average check, cash over/short, voids, card payment, promotions, labor hours and more.

Report Options



Configurable

Report Example MenuLink Report Numbers: 115


2013 5


Standard Reconciliation Templates Description The MenuLink Cash Management system provides six standard Cash Reconciliation templates.

These formats allow you to map your data elements into a well-defined user report . A similar approach is used to allow for the mapping of data to a Cashier Reconciliation report as well.

Report Options



Mapped Data

Report Example MenuLink Cash Reconciliation Templates


2013 6


Custom Sales Reconciliation and Sales Deposits Description The system provides multiple formats for Custom Sales Reconciliation and Sales Deposit tracking.

The system also provides for Cashier Reconciliation as well.

Report Options



Configurable

Report Example MenuLink Report Numbers: -19, 233


2013 7


Sales Flash Reports – Stacked, Snapshot Description The Sales Flash Reports display key sales, labor and select statistics giving managers a quick account

of performance during a specified time period.

Report Options



Configurable



2013 8


Daily Plan – Half Hour Sales Description This report breaks down ‘Actual vs. Projected’ Sales and Labor figures into 30-minute intervals,

providing managers with detailed data on sales activity by time of day.

Report Options



Multiple Formats



2013 9


Product Mix Description The Product Mix Report breaks out quantities sold and gross sales by category and items, providing

insight into the sales performance of these menu items and categories.

Report Options



Multiple Formats Report as Side/Item



2013 10

Report Configuration and Examples Employee Sales Mix Report Description Employees Sales Mix reports, great for suggestive sell tracking, allow you to see the specific product mix of

each employee that is responsible for order entry

Report Options



Drill Down Option



2013 11


Menu Item Contribution Description The Menu Item Contribution report provides detailed break down of profit margin contribution by

menu item and allows view to the “ideal” contribution for each item.

Report Options



Report Example MenuLink Report Numbers: 95, 10, 219


2013 12


Speed Of Service Description MenuLink works with various Speed of Service devices to capture and report service times via the

Speed of Service Report. For example, the report can calculate and summarize average service speed per car in the drive-thru, breaking down the time for each segment of the customer interaction (greeting, payment & food delivery).

Report Options



Third Party Interface*



2013 13


Order Purchasing Guide Description The Order Purchasing guide allows to manager to enter counts on key items and to also view the

quantities for the last five orders placed.

Report Options



Multiple Vendors



2013 14


Inventory Worksheet Description The Inventory Worksheet provides a template for counting physical inventory. The worksheet is

customized by store location and allows for multiple units of measure and fractional counts. Users can determine the items listed for each type of inventory and their counting sequence.

Report Options



Multiple Formats Multiple UOM, 5 Max PDA Interface



2013 15


Food Cost Summary Reports Description The Food Cost Summary Reports summarize actual food costs, theoretical food costs and variance in

dollar amounts and as a percentage of total sales.

Report Options





2013 16


Food Cost, Detail Report Description The Food Cost Inventory Summary Report details Purchases, Inventory Counts, Days-On-Hand and

Unit Cost amounts. The report calculates Actual, Theoretical and Variance numbers.

Report Options



Multiple Formats Sub-Categories



2013 17


Detailed Inventory Item Usage Description MenuLink offers a number of reports and views regarding you detailed inventory usages. The two

example reports below show Variances by Day of Week with a drill to specific item detail.

Report Options



Select Item

Report Example MenuLink Report Numbers: 260, -37


2013 18


Top Twenty, Inventory Item Report Description The Top 20 report helps you track your problem food cost items. The report details the top twenty

items that are costing you money. The report also shows the Top 10 ‘under-used’ items which can indicate under-portioning, recipe confusion or holding items past their recommended serving life.

Report Options





2013 19


Forecast Sales & Guests Description The Forecast Sales & Guests report shows forecasted guest counts and sales volume based on the

sales history and other user-defined parameters. The forecast is helpful in developing staffing requirements based on expected customer volume and sales. The manager can modify/update the forecast to account for promotions or special events.

Report Options



14 Day Forecast



2013 20


Menu Item, Procedure Card Description Recipe Cards and Menu Item Procedures can be printed on the system.

Report Options



Report Example User Interface: Recipes – Menu Items


2013 21


Prep List, Spreadsheet Description Prep Reports assist you determining what and when to prep your items.

The system can take hold time, usage and lead times into account. The system incorporates pending events and can track over multiple days as well.

Report Options



Multiple Formats Print by Station



2013 22


Accounts Payable Description Our Cost/Purchasing reports assist you in controlling your costs by giving rapid access to information,

accuracy in updating your general ledger and posting to the Flash P&L report.

Report Options



Multiple Formats



2013 23


Audit Reports Description The system offers a number of reports that allow you audit and verify the information that is being

reported. User log files give you specific information regarding user access. Data reports can help you identify recipe, labor, usage, data mapping data.

Report Options



Multiple Formats



2013 24


Employee Mobility Description Mobility allows your employees the option to "opt-in" for schedule updates to their mobile device.

Output Options:

Weekly Schedule Weekly Changes

Note: Employees are responsible for their messaging plans. These messages will be counted in their message use.

Example


2013 25

Report Configuration and Samples Management Labor Review Description The Management Labor Review is a configurable report designed to give you insight into your restaurant

labor numbers.

Report Options



Configurable



2013 26


Labor Snapshot / Approaching Overtime Description The Labor Snapshot report is a configurable report designed to give you key labor tracking

information while the Approaching Overtime Report identifies specific employees who are nearing overtime thresholds within a given weekly schedule. The report helps managers adjust the work schedule proactively to avoid unplanned overtime costs.

Report Options



Configurable



2013 27


Scheduled vs. Actual Labor Description These reports track variance between actual vs. scheduled labor hours and costs for each area of

restaurant operations.

Report Options



Multiple Formats



2013 28


Employee Schedule – Line Bar Description The Employee Schedule – Line Bar report graphically displays the weekly schedule. Color line bars

show daily hours scheduled for each employee and the different jobs the employee is scheduled to perform within a given shift. The report is generated so that shifts and personnel can be easily posted for everyone to see on a daily/shift basis.

Report Options



Multiple Formats



2013 29


Employee Schedule – Weekly Report Description The Weekly Schedule shows all employee shifts and, if desired, the job positions that the employee is

scheduled to work in a spreadsheet format.

Report Options

Select Time Period Select Location(s) Select Employees


Multiple Formats



2013 30


Manager Schedule Description The Manager Schedule can be prepared up to six weeks in advance. The schedule can show all

Managers and Shift Leads if desired. If the Shift Leads are shown on the Manager Schedule, they can also appear on the regular Employee Schedule as well.

Report Options



Area Manager Approval

Report Example User Interface: Scheduling – Manager Schedule


2013 31


Time Clock Punches Description This report displays all time punches by employee within a selected time period, including the source

of the time punch. The report calculates total hours for each employee based on the time punches.

Report Options

Select Time Period Select Location(s) Select Employee(s)


Multiple Formats



2013 32


Shift Edit History Description The Shift Edit History displays time punch edits for each employee and identifies the individual who

made the edit.

Report Options





2013 33


Payroll Reports Description There are a number of Payroll Reports available in the system. These reports allow you track

information such as Hours, Checks, Punch Errors, Punch Corrections and the like.

Report Options





2013 34


New Hire / Inactivity / Rate Changes Description The employee New Hire, Inactivity and Rate Change reports are examples of corporate audit and

identification reports.

Report Options





2013 35


W-4 / I-9 Form Description The system will allow the input of IRS W-4 and I-9 form information. The information is stored in

the central database but can be printed at the restaurant by the manager and signed by the employee.

Report Options




inventory and labor reports_fastcasual_v123p.pdf14. inventory worksheet • view a template for...

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