This phase focuses on identifying how money enters your restaurant organization and the process of tracking those transactions within .
Phase Goals
POS is configured, mapped, and validated
Understand and begin Daily Sales approval process workflow
Understand and begin Bank Deposit process workflow
Understand and begin Third Party Delivery workflow (when applicable)
Reporting (P&L and GL Account Detail)
Timeline: 2-3 weeks
Advanced Topics
Manual Daily Sales Summary
Location Setup Deep Dive
System Preferences Deep Dive
Future Orders Deep Dive
What to prepare for next?
Finalize Vendor list for import
Identify and include players for Money Out (Phase 3)
Upload Bank Activity
Additional Resources
POS Mapping