Mobile Daily Sales Summary Overview

The Daily sales screen of the R365 mobile app lists all Daily Sales Summaries (DSS) for the restaurant locations assigned to the user. From this screen, the app supports reviewing and editing each DSS, including the following areas:

Labor
Deposits
Transactions
Attachments
Log Entries
Forecasting Tags

After review and edits are complete, the DSS can be marked Complete from the mobile app.

Approving DSS must be completed via web. Learn more about approving a DSS..

Security

Daily Sales Summary Permissions are found in the Permission Tree as follows:

Sales & Cash
- Daily Sales
  - View Daily Sales
  - Edit Daily Sales
  - Edit Tags On Locked DSS
  - Edit Attachments On Locked DS
  - Complete Daily Sales
  - Unlock Daily Sales
  - Approve Daily Sales
  - Unapprove Daily Sales
  - Delete Daily Comments
  - Delete Daily Sales

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

Select More from the bottom tab bar.
Select Daily sales.

Daily Sales Widget

Tap the widget to directly open yesterday’s Daily sales summary page.

Daily Sales Screen

The Daily sales screen lists all the DSS for the locations associated with the user.

	Button/Field	Description
1	Back button	Returns to the previous screen.
2	In Progress	Displays DSS records that are still in progress and require review.
3	Completed	Displays DSS records that have been reviewed and are pending approval.
4	Approved	Displays DSS records that have been approved on the web.
5	Search	Filters the list for the entered text.
6	Filter menu	Opens the filter menu to refine the DSS list by location, date range, or attachments.
7	DSS List	Displays DSS records and opens an individual record when selected. Each record shows: Date of sales Location Net sales dollar amount Total labor dollar amount

Daily Sales Summary Screen

	Button/Field	Description
1	Back button	Returns to the previous screen.
2	DSS Info	Displays the date and location of the selected DSS.
3	DSS Review	The DSS categories requiring review: Labor Deposits Transactions Reviewed items are marked with a ✔ Reviewed indicator.
4	Card Carousel	Displays quick summary cards and allows horizontal navigation between them, including: Net sales - total sales and guest count Total labor - total hours worked, labor dollars, and labor percent Total deposit - total deposited amount and over/short amount
5	Manager Log Entries	Displays manager log entries and allows adding log entries about the day’s activity.
6	Events	Displays events associated with the DSS and allows adding events.
7	Attachments	Displays attachments for the DSS and allows adding files.
8	Complete	Marks the DSS as complete after all categories are reviewed. The button remains disabled until all required categories are reviewed.

Completing a Daily Sales Summary

To complete a DSS in mobile, users must review the following categories:

Once all three categories have been reviewed, the categories will be marked with a ✔ Reviewed indicator and the Complete button will be available to tap.