[{"data":1,"prerenderedAt":1138},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors":3,"help-all-categories":329,"help-cat-articles:\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors":449,"help-related:\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors":450},{"id":4,"title":5,"audience":6,"body":7,"category":312,"description":313,"draft":314,"extension":315,"icon":316,"keywords":317,"meta":318,"navigation":319,"order":320,"path":321,"related":322,"seo":325,"stem":326,"updatedAt":327,"__hash__":328},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Reordering, purchase orders, and vendors","clinic",{"type":8,"value":9,"toc":291},"minimark",[10,15,22,25,32,38,42,47,54,64,69,72,78,82,87,91,161,164,168,205,216,220,227,234,240,245,249,252,256,259,263],[11,12,14],"h2",{"id":13},"vendors","Vendors",[16,17,18],"p",{},[19,20,21],"strong",{},"Retail → Vendors",[16,23,24],{},"A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.",[16,26,27,28,31],{},"Record the contact name, email, phone, website, ",[19,29,30],{},"payment terms"," (Net 30, and so on) and any internal notes.",[33,34,35],"note",{},[16,36,37],{},"Archiving a vendor removes it from the new-PO picker. Existing purchase orders keep their history — you're closing the supplier to new orders, not erasing what you bought from them.",[11,39,41],{"id":40},"reorder-this-week","Reorder this week",[16,43,44],{},[19,45,46],{},"Retail → Reorder",[16,48,49,50,53],{},"This is the list to work every week. It shows products that have dropped to or below their ",[19,51,52],{},"reorder point",", grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.",[16,55,56,57,59,60,63],{},"A product only appears here if it has both a ",[19,58,52],{}," and a ",[19,61,62],{},"reorder quantity"," set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.",[65,66,68],"h3",{"id":67},"drafting-a-po-from-the-list","Drafting a PO from the list",[16,70,71],{},"Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.",[73,74,75],"warning",{},[16,76,77],{},"Products without a preferred vendor can't be auto-drafted. The list tells you which ones and asks you to assign a vendor first.",[11,79,81],{"id":80},"purchase-orders","Purchase orders",[16,83,84],{},[19,85,86],{},"Retail → Purchase orders",[65,88,90],{"id":89},"statuses","Statuses",[92,93,94,107],"table",{},[95,96,97],"thead",{},[98,99,100,104],"tr",{},[101,102,103],"th",{},"Status",[101,105,106],{},"Meaning",[108,109,110,121,131,141,151],"tbody",{},[98,111,112,118],{},[113,114,115],"td",{},[19,116,117],{},"Draft",[113,119,120],{},"Being built. Nothing has been ordered.",[98,122,123,128],{},[113,124,125],{},[19,126,127],{},"Sent",[113,129,130],{},"Issued to the vendor. The order is locked.",[98,132,133,138],{},[113,134,135],{},[19,136,137],{},"Partial",[113,139,140],{},"Some units received, some still outstanding",[98,142,143,148],{},[113,144,145],{},[19,146,147],{},"Received",[113,149,150],{},"Everything ordered has arrived",[98,152,153,158],{},[113,154,155],{},[19,156,157],{},"Cancelled",[113,159,160],{},"Closed with nothing further to receive",[16,162,163],{},"Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.",[65,165,167],{"id":166},"raise-a-po","Raise a PO",[169,170,171,175,179,186,190,201],"steps",{},[65,172,174],{"id":173},"pick-the-vendor-and-expected-date","Pick the vendor and expected date",[65,176,178],{"id":177},"add-lines","Add lines",[16,180,181,182,185],{},"Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a ",[19,183,184],{},"free-form item"," for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.",[65,187,189],{"id":188},"add-totals","Add totals",[16,191,192,193,196,197,200],{},"Subtotal is calculated from the lines. Add ",[19,194,195],{},"tax"," and ",[19,198,199],{},"shipping"," to reach the order total.",[65,202,204],{"id":203},"save-as-draft-or-save-and-send","Save as draft, or save and send",[73,206,207,213],{},[16,208,209,212],{},[19,210,211],{},"The order is locked once sent."," The confirmation names the vendor, the reference, and the amount before you commit. After sending, only the expected date and notes can be edited.",[16,214,215],{},"An order containing a free-form line is more restricted still — only the expected date and notes are editable even in draft.",[65,217,219],{"id":218},"receiving-stock","Receiving stock",[16,221,222,223,226],{},"When the delivery arrives, open the PO and choose ",[19,224,225],{},"Receive items",".",[16,228,229,230,233],{},"Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. ",[19,231,232],{},"Fill remainder"," completes a line in one click when the whole outstanding quantity turned up.",[16,235,236,237,239],{},"Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at ",[19,238,137],{}," until the rest arrives.",[33,241,242],{},[16,243,244],{},"Receive what physically arrived, not what the invoice says. The PO tracks the gap between the two, which is exactly the conversation you want to have with the supplier.",[65,246,248],{"id":247},"cancelling","Cancelling",[16,250,251],{},"A cancelled PO stays in history, but nothing further can be received against it.",[11,253,255],{"id":254},"low-stock-alerts","Low-stock alerts",[16,257,258],{},"Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.",[11,260,262],{"id":261},"reporting","Reporting",[264,265,266,273,279,285],"ul",{},[267,268,269,272],"li",{},[19,270,271],{},"Growth → Reports → Purchase orders"," — what's on order and what's landed",[267,274,275,278],{},[19,276,277],{},"Growth → Reports → Stock on hand"," — current quantities by location",[267,280,281,284],{},[19,282,283],{},"Growth → Reports → Stock log"," — every movement and its cause",[267,286,287,290],{},[19,288,289],{},"Growth → Reports → COGS"," — cost of goods sold against revenue",{"title":292,"searchDepth":293,"depth":293,"links":294},"",2,[295,296,300,310,311],{"id":13,"depth":293,"text":14},{"id":40,"depth":293,"text":41,"children":297},[298],{"id":67,"depth":299,"text":68},3,{"id":80,"depth":293,"text":81,"children":301},[302,303,304,305,306,307,308,309],{"id":89,"depth":299,"text":90},{"id":166,"depth":299,"text":167},{"id":173,"depth":299,"text":174},{"id":177,"depth":299,"text":178},{"id":188,"depth":299,"text":189},{"id":203,"depth":299,"text":204},{"id":218,"depth":299,"text":219},{"id":247,"depth":299,"text":248},{"id":254,"depth":293,"text":255},{"id":261,"depth":293,"text":262},"retail","Work the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.",false,"md","i-lucide-clipboard-list",[],{},true,50,"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",[323,324],"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":313},"help\u002Fretail\u002Fpurchase-orders-and-vendors","2026-07-26","jWcREuBWZeFdSrt_ZMBrR_doeB0T5dDUsfZz5ESBHVM",[330,341,350,359,369,378,388,398,408,418,428,439],{"id":331,"title":332,"audience":6,"description":333,"extension":334,"icon":335,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":342,"title":343,"audience":6,"description":344,"extension":334,"icon":345,"meta":346,"order":293,"slug":347,"stem":348,"__hash__":349},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":351,"title":352,"audience":6,"description":353,"extension":334,"icon":354,"meta":355,"order":299,"slug":356,"stem":357,"__hash__":358},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":360,"title":361,"audience":6,"description":362,"extension":334,"icon":363,"meta":364,"order":365,"slug":366,"stem":367,"__hash__":368},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":370,"title":371,"audience":6,"description":372,"extension":334,"icon":373,"meta":374,"order":375,"slug":312,"stem":376,"__hash__":377},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":379,"title":380,"audience":6,"description":381,"extension":334,"icon":382,"meta":383,"order":384,"slug":385,"stem":386,"__hash__":387},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":389,"title":390,"audience":6,"description":391,"extension":334,"icon":392,"meta":393,"order":394,"slug":395,"stem":396,"__hash__":397},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":399,"title":400,"audience":6,"description":401,"extension":334,"icon":402,"meta":403,"order":404,"slug":405,"stem":406,"__hash__":407},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":409,"title":410,"audience":6,"description":411,"extension":334,"icon":412,"meta":413,"order":414,"slug":415,"stem":416,"__hash__":417},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":419,"title":420,"audience":6,"description":421,"extension":334,"icon":422,"meta":423,"order":424,"slug":425,"stem":426,"__hash__":427},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":429,"title":430,"audience":431,"description":432,"extension":334,"icon":433,"meta":434,"order":435,"slug":436,"stem":437,"__hash__":438},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":440,"title":441,"audience":431,"description":442,"extension":334,"icon":443,"meta":444,"order":445,"slug":446,"stem":447,"__hash__":448},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[451,832],{"id":452,"title":453,"audience":6,"body":454,"category":312,"description":823,"draft":314,"extension":315,"icon":824,"keywords":825,"meta":826,"navigation":319,"order":827,"path":323,"related":828,"seo":829,"stem":830,"updatedAt":327,"__hash__":831},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":8,"value":455,"toc":801},[456,461,464,468,550,554,560,564,617,621,630,643,647,652,655,714,722,726,732,735,759,764,767,771,774,776],[16,457,458],{},[19,459,460],{},"Retail → Products",[16,462,463],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[11,465,467],{"id":466},"add-a-product","Add a product",[169,469,470,474,481,485,488,492,495,499,509,513,523,529,533,543],{},[65,471,473],{"id":472},"identity","Identity",[16,475,476,477,480],{},"Name, ",[19,478,479],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[65,482,484],{"id":483},"barcode","Barcode",[16,486,487],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[65,489,491],{"id":490},"image","Image",[16,493,494],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[65,496,498],{"id":497},"pricing","Pricing",[16,500,501,504,505,508],{},[19,502,503],{},"Sell price"," is what the client pays. ",[19,506,507],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[65,510,512],{"id":511},"inventory","Inventory",[16,514,515,518,519,522],{},[19,516,517],{},"On hand"," is your current quantity. ",[19,520,521],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[16,524,525,528],{},[19,526,527],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[65,530,532],{"id":531},"reordering","Reordering",[16,534,535,538,539,542],{},[19,536,537],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[19,540,541],{},"Reorder quantity"," — how many to order when it does.",[16,544,545,546,549],{},"Set a ",[19,547,548],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[11,551,553],{"id":552},"variants","Variants",[16,555,556,557,559],{},"A product with sizes or shades gets ",[19,558,552],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[11,561,563],{"id":562},"reading-stock-on-the-product-list","Reading stock on the product list",[92,565,566,575],{},[95,567,568],{},[98,569,570,573],{},[101,571,572],{},"Badge",[101,574,106],{},[108,576,577,587,597,607],{},[98,578,579,584],{},[113,580,581],{},[19,582,583],{},"Not tracked",[113,585,586],{},"On hand was left blank",[98,588,589,594],{},[113,590,591],{},[19,592,593],{},"N on hand",[113,595,596],{},"Normal",[98,598,599,604],{},[113,600,601],{},[19,602,603],{},"Low · N left",[113,605,606],{},"At or below the low-stock alert level",[98,608,609,614],{},[113,610,611],{},[19,612,613],{},"Out of stock",[113,615,616],{},"Zero",[11,618,620],{"id":619},"selling-a-product","Selling a product",[16,622,623,624,629],{},"Products go into the cart at checkout like anything else — see ",[625,626,628],"a",{"href":627},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[33,631,632],{},[16,633,634,635,638,639,642],{},"On a ",[19,636,637],{},"full"," refund you can tick ",[19,640,641],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[11,644,646],{"id":645},"stock-counts","Stock counts",[16,648,649],{},[19,650,651],{},"Retail → Products → Stock counts",[16,653,654],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[169,656,657,661,667,671,682,700,704,707,711],{},[65,658,660],{"id":659},"start-a-count","Start a count",[16,662,663,666],{},[19,664,665],{},"New count",", scoped to a location.",[65,668,670],{"id":669},"enter-what-you-actually-counted","Enter what you actually counted",[16,672,673,674,677,678,681],{},"Each row shows the ",[19,675,676],{},"expected"," quantity and a field for the ",[19,679,680],{},"counted"," one. The variance is calculated as you go.",[16,683,684,685,688,689,692,693,696,697,226],{},"Tabs let you work the list efficiently: ",[19,686,687],{},"Uncounted"," (still to do), ",[19,690,691],{},"Variance"," (doesn't match), ",[19,694,695],{},"Matched"," (does), and ",[19,698,699],{},"All",[65,701,703],{"id":702},"save-as-you-go","Save as you go",[16,705,706],{},"A count in progress can be left and resumed.",[65,708,710],{"id":709},"complete-the-count","Complete the count",[16,712,713],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[73,715,716],{},[16,717,718,719,721],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[19,720,691],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[11,723,725],{"id":724},"transfers-between-locations","Transfers between locations",[16,727,728,731],{},[19,729,730],{},"Retail → Products → Transfers"," — only available with more than one location.",[16,733,734],{},"A transfer moves stock from a source location to a destination. It has three stages:",[736,737,738,743,751],"ol",{},[267,739,740,742],{},[19,741,117],{}," — created, nothing has moved",[267,744,745,747,748],{},[19,746,127],{}," — stock is deducted from the ",[19,749,750],{},"source",[267,752,753,755,756],{},[19,754,147],{}," — stock is added at the ",[19,757,758],{},"destination",[33,760,761],{},[16,762,763],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[16,765,766],{},"Cancelling a transfer keeps it in history but moves no stock.",[11,768,770],{"id":769},"bundles","Bundles",[16,772,773],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[11,775,262],{"id":261},[264,777,778,784,790,796],{},[267,779,780,783],{},[19,781,782],{},"Stock on hand"," — current quantities",[267,785,786,789],{},[19,787,788],{},"Stock log"," — every movement, with its cause",[267,791,792,795],{},[19,793,794],{},"COGS"," — cost of goods sold",[267,797,798,800],{},[19,799,512],{}," — the overall picture",{"title":292,"searchDepth":293,"depth":293,"links":802},[803,811,812,813,814,820,821,822],{"id":466,"depth":293,"text":467,"children":804},[805,806,807,808,809,810],{"id":472,"depth":299,"text":473},{"id":483,"depth":299,"text":484},{"id":490,"depth":299,"text":491},{"id":497,"depth":299,"text":498},{"id":511,"depth":299,"text":512},{"id":531,"depth":299,"text":532},{"id":552,"depth":293,"text":553},{"id":562,"depth":293,"text":563},{"id":619,"depth":293,"text":620},{"id":645,"depth":293,"text":646,"children":815},[816,817,818,819],{"id":659,"depth":299,"text":660},{"id":669,"depth":299,"text":670},{"id":702,"depth":299,"text":703},{"id":709,"depth":299,"text":710},{"id":724,"depth":293,"text":725},{"id":769,"depth":293,"text":770},{"id":261,"depth":293,"text":262},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},40,[321,627],{"title":453,"description":823},"help\u002Fretail\u002Fproducts-and-stock","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":833,"title":834,"audience":6,"body":835,"category":405,"description":1127,"draft":314,"extension":315,"icon":1128,"keywords":1129,"meta":1130,"navigation":319,"order":424,"path":324,"related":1131,"seo":1134,"stem":1135,"updatedAt":1136,"__hash__":1137},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":836,"toc":1114},[837,843,847,861,865,868,871,875,881,885,888,895,899,906,920,923,927,930,934,941,945,952,1010,1014,1020,1024,1027,1032,1036],[16,838,839,842],{},[19,840,841],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[11,844,846],{"id":845},"two-tiers","Two tiers",[264,848,849,855],{},[267,850,851,854],{},[19,852,853],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[267,856,857,860],{},[19,858,859],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[11,862,864],{"id":863},"seven-categories","Seven categories",[16,866,867],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[16,869,870],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[11,872,874],{"id":873},"favourites","Favourites",[16,876,877,878,880],{},"Star a report and it lands under the ",[19,879,874],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[11,882,884],{"id":883},"date-range","Date range",[16,886,887],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[16,889,890,891,894],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[19,892,893],{},"Custom"," pins a fixed window.",[11,896,898],{"id":897},"comparison","Comparison",[16,900,901,902,905],{},"Set ",[19,903,904],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[264,907,908,914],{},[267,909,910,913],{},[19,911,912],{},"Previous period"," — the same length of time immediately before",[267,915,916,919],{},[19,917,918],{},"Previous year"," — the same window a year earlier",[16,921,922],{},"For a seasonal business, previous year is usually the honest comparison.",[11,924,926],{"id":925},"filters","Filters",[16,928,929],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[11,931,933],{"id":932},"drilling-in","Drilling in",[16,935,936,937,940],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[19,938,939],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[11,942,944],{"id":943},"exporting","Exporting",[16,946,947,948,951],{},"The ",[19,949,950],{},"Options"," menu on any report:",[92,953,954,964],{},[95,955,956],{},[98,957,958,961],{},[101,959,960],{},"Action",[101,962,963],{},"What happens",[108,965,966,976,990,1000],{},[98,967,968,973],{},[113,969,970],{},[19,971,972],{},"Export CSV",[113,974,975],{},"Downloads immediately in the browser",[98,977,978,983],{},[113,979,980],{},[19,981,982],{},"Export Excel",[113,984,985,986],{},"Generates an ",[987,988,989],"code",{},".xlsx",[98,991,992,997],{},[113,993,994],{},[19,995,996],{},"Export PDF",[113,998,999],{},"Generates a formatted PDF",[98,1001,1002,1007],{},[113,1003,1004],{},[19,1005,1006],{},"Add to favourites",[113,1008,1009],{},"Pins it under the Favourites filter",[11,1011,1013],{"id":1012},"build-your-own","Build your own",[16,1015,1016,1019],{},[19,1017,1018],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[11,1021,1023],{"id":1022},"what-you-can-see","What you can see",[16,1025,1026],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[73,1028,1029],{},[16,1030,1031],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[11,1033,1035],{"id":1034},"which-report-answers-what","Which report answers what",[92,1037,1038,1048],{},[95,1039,1040],{},[98,1041,1042,1045],{},[101,1043,1044],{},"Question",[101,1046,1047],{},"Where to look",[108,1049,1050,1058,1066,1074,1082,1090,1098,1106],{},[98,1051,1052,1055],{},[113,1053,1054],{},"How did today go?",[113,1056,1057],{},"Performance dashboard",[98,1059,1060,1063],{},[113,1061,1062],{},"What did we take, and how?",[113,1064,1065],{},"Sales summary · Payment transactions",[98,1067,1068,1071],{},[113,1069,1070],{},"Is the till right?",[113,1072,1073],{},"Cash drawer over\u002Fshort",[98,1075,1076,1079],{},[113,1077,1078],{},"Who isn't turning up?",[113,1080,1081],{},"Cancellations & no-shows · Cancellation & no-show fees",[98,1083,1084,1087],{},[113,1085,1086],{},"What do we owe?",[113,1088,1089],{},"Liabilities · Gift card liability · Deferred revenue",[98,1091,1092,1095],{},[113,1093,1094],{},"Are clients coming back?",[113,1096,1097],{},"Retention · Rebook conversion · New vs returning",[98,1099,1100,1103],{},[113,1101,1102],{},"What should we reorder?",[113,1104,1105],{},"Stock on hand · Reorder",[98,1107,1108,1111],{},[113,1109,1110],{},"What do we owe the team?",[113,1112,1113],{},"Payroll & commission · Wages · Tips",{"title":292,"searchDepth":293,"depth":293,"links":1115},[1116,1117,1118,1119,1120,1121,1122,1123,1124,1125,1126],{"id":845,"depth":293,"text":846},{"id":863,"depth":293,"text":864},{"id":873,"depth":293,"text":874},{"id":883,"depth":293,"text":884},{"id":897,"depth":293,"text":898},{"id":925,"depth":293,"text":926},{"id":932,"depth":293,"text":933},{"id":943,"depth":293,"text":944},{"id":1012,"depth":293,"text":1013},{"id":1022,"depth":293,"text":1023},{"id":1034,"depth":293,"text":1035},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[1132,1133],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":834,"description":1127},"help\u002Fgrowth\u002Ffind-and-read-a-report","2026-09-01","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",1790210904594]