Index

EVO Docs Main Page

  1. Order Screen Elements
    1. Ticket Info Tab
      1. Ticket Uptime
      2. Transfer Events
      3. Custom Ticket Name
      4. Customer Database
    2. Store & Fire Order
    3. Pay a Ticket
    4. Seat Position
    5. Order Destination
    6. Ticket Ownership
    7. Item Function (Button)
    8. Start Over / New Ticket (Button)
    9. Print (Button)
    10. Tickets (Button)
    11. Ticket Actions (Button)
      1. Split Ticket
      2. Merge Tickets
      3. Reprint to Remotes
      4. Open Drawer
      5. Apply Ticket Discount
      6. Apply Service Fee
      7. Void Ticket
      8. Comp Ticket
    12. Item Actions
      1. Item Hold
      2. Remove Item
      3. Change Applied Modifiers
      4. Misc. Mods
      5. Item Discount
      6. Split Item
      7. Recipes
      8. More Function
      9. Comment
  2. POS Menu Elements
    1. Global Ticket Search
    2. Functions
      1. Open Cash Drawer
      2. Show All Tickets
      3. Show Finalized Tickets
      4. Recall Ticket
      5. Transfer All Tickets
      6. Refresh Database
    3. Sections and Tables
      1. Section and Tables Features
    4. New Ticket
    5. Active Events Bar
  3. Employee Menu Elements
    1. Message of the Day
    2. Timeclock
    3. Messages
    4. Reports
    5. Cash Tip Declaration
    6. Notifications
  4. Manager Menu Elements
    1. Updates
    2. Records
    3. Sales Report
      1. Reporting Options
    4. Stock Tracking
    5. Customers & Loyalty
    6. Timeclock
    7. Tenders
    8. End of Period
  5. Taskbar Elements
    1. Hamburger Menu
      1. Notifications
      2. eGift Solutions App
      3. Cash Drawer
      4. On-Screen Keyboard
      5. Power
  6. Lock Screen Elements
  7. Programming Options
    1. Menu Items
    2. Modifier Sets
    3. Screen Layouts
    4. Timed Events
    5. Employees
    6. Tables
    7. Tax Groups
  8. System Options
    1. Behavior
      1. Internet Check
      2. End of Period Options
      3. Touch
      4. Void Alerts
    2. Security
      1. Auto Lock
      2. Pin Auto Login
      3. UBD
    3. Payment
      1. Tip Adjust Required
      2. Print Receipt on Cash Tender
      3. Applied Tender Display
      4. Finalize on Exact Cash
      5. Return to Ticket Screen on Close
      6. Prompt for Tip on EMV Device
      7. Auto Finalize on Change Due
      8. Cash Discount
      9. Service Fee
    4. Appearance
      1. Custom Button
      2. Performance
      3. Theme
      4. System Font
    5. Printing
      1. Receipt Options
      2. Remote Options
    6. Employees
      1. Message of the Day
      2. Permissions
    7. Order Screen
      1. Show Order Type
      2. Use Quick Tenders on Recall
      3. New Ticket Resets Order Type
      4. Percentage Discount Affects Tax
      5. Enable Active Events Button
      6. Enable Item Quantity Bar
      7. Enable Modifier Sides
      8. Print Item Void Chit on Remotes
      9. Open Items Retain Description
      10. Always Show All Tickets
      11. Do Not Allow Payments With Item Holds
      12. Show Quick Actions on Tabs
      13. Show Stock Amount on Items
      14. Automatically Add Decimals in Currency Fields
      15. Duplicate Item Behavior
      16. Table Type
      17. Void and Comp Reasons
      18. Table List
    8. Reporting
      1. Setup Hourly Ranges
      2. Email Recipients
    9. CFD
      1. Stations Idle Message
      2. Closed Message
    10. Experimental
  9. System Setttings
    1. Tools Menu
      1. Reinstall Remote Support Client
      2. Restart Local Print Spooler
    2. Power Menu
      1. Power Off
      2. Restart Computer
      3. Relaunch EVO Client
    3. Update Database
    4. About
  10. User Training
    1. Starting a Shift
    2. Ending a Shift
    3. Using Timeclock
    4. Split Ticket By Person
    5. Merging Tickets
    6. Splitting an Item
    7. Splitting a Ticket by Payment
    8. Add Custom Comment
    9. View Item Recipe
    10. Hold an Item
    11. Reprint to Remotes
    12. Apply Ticket Discount
    13. Apply Item Discount
    14. Void a Ticket
    15. Comp a Ticket
    16. Apply Service Fee or Manual Gratuity
    17. How to Adjust Tip
    18. eGift App User Guide
  11. Manager Training
    1. Sales Reporting
      1. Sales Overview Section
      2. Tenders
      3. Discounts
      4. By Department
      5. By Group
      6. Gratuity
      7. Product Mix
      8. Extended Product Mix
      9. Open Items
      10. Voids
      11. Cash Drawer Events
      12. Estimated Cash Drawer
      13. Net Cash Due
    2. Category Programming
    3. Menu Item Programming
    4. Modifier Programming
    5. Discount Programming
    6. Timed Event Programming
    7. Close Period and Batch
    8. Table and Section Design
    9. Set Tax Rate
    10. Employee Management
    11. Timeclock Management
    12. End of Period Close
  12. Hardware Topics
    1. Workstations
      1. HK570 Info
    2. Tablets
      1. Microsoft Surface Go Info
    3. Printers
    4. Cash Drawers
    5. Barcode Scanners
    6. Accessories
    7. EMV Devices
      1. PAX S80 Info
      2. PAX SP30 Info
      3. PAX S300 Info
      4. PAX D210 Info
      5. PAX Troubleshooting
    8. Networking Devices
  13. Basic Troubleshooting
    1. Unable to Finalize Ticket
    2. Tip Adjust Not Allowed
    3. Check Engine Light on Taskbar
    4. Not Receiving System Emails

Sales Reporting



Sales Reporting in EVO can be accessed by going to Manager Menu>Sales Report.

By default, the sales report menus is configured to search for the current day's sales. Pressing search when the “Today” defaiult is selected will generate an up to the minute sales report for the current day.

There are two ways to search for historical reports within the Sales Report screen.

1. Manual date and time selection from the date and time selection fields.

To manually select a specific date, or a range of days, select the start and end date of the range that you would like to run a report for. We recommend leaving the start and end time selectors with the default 4am - 4am range so that all sales within the period will be captured, especially for establishments that operate past midnight daily.

2. Selecting from the pre-set templates in the drop-down menu below the “Search” button.

Selecting the dropdown menu below the “Search” button will reveal frequently used report ranges. Default options include Today, Yesterday, This Week and This Month. Additional custom report ranges can be conifgured within Manager Menu>System Options>Reporting. These custom options are useful for creating custom day part reporting if desired.

Reporting Options:

◇ Product Mix Report
Selecting the Product Mix reporting option adds a detailed breakdown of items sold during the currently selected reporting period. Reporting display options include High to Low, Low to High, and By PLU Name (alphabetical).

◇ Extended Product Mix
▪ Selecting the extended Product Mix reporting option further breaks down the basic product mix by separating the items sold by assigned department and group.

◇ Include Finalized Tickets
By default, the sales report that is generated only included the totals of paid and finalized tickets. Sometimes there are many tickets that have been paid but not finalized. Selecting this option provides a better idea of actual up-to-the-minute approximate sales totals.

◇ Employee Report

▪ Selecting the Employee Report option provides the complete report for the selected individual employee for the given date and time range selected. The overall sales report is the aggregated total of all employees sales reports; therefore, adding together all sales reports from all employees for the given date and time range will equal the total overall sales report.

Elements of the Sales Report include:

Sales Overview

Tenders

Discounts

Department

Group

Gratuity

Product Mix

Extended Product Mix

Open Items

Voids

Cash Drawer Events

Estimated Cash Drawer

Net Cash Due