The Parse BackOffice acts as the control panel for managing the back-of-house operations of your business. In addition to real-time reports, employee management, payroll, etc., it also provides you with additional flexibility to control and customize the front-end Register. This article includes a high-level overview of the prominent sections of the BackOffice to help familiarize you with its function and purpose.
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Upon logging into the Parse Dashboard, you will land at the Dashboard, which features a snapshot summary of your most recent sales. This includes a chart with the last seven days of sales activity alongside two widgets below the sales chart that showcase your top five selling categories and items.
In the left-side navigation menu, click on Reports. In doing so, a second menu will appear with a list of all of the reports categorized into three sections, namely Sales Reports, Auditing Reports, and Payroll Reports. A detailed explanation of each report is listed below.
|Sales Summary||The Sales Summary is a single place to view an overview of the key figures that typically appear on a Profit & Loss statement, for example, the Revenue Summary. The Sales Summary report also displays a breakdown of sales by department and dining option and includes a snapshot summary of the total voids, total discounts, and payment summary.|
|EOD Reports||This page provides you with access to view/download the End of Day (EOD) report for each business day. Note that the EOD report includes the same information as the "Z Report" printed at the Register except in PDF form.|
|Drawer Summary||The Drawer Summary Report includes a list of all drawer sessions that occurred within the selected date range. The table view provides you with information such as the drawer ID, name, opened by, order count, open amount, expected close amount, and actual close amount. By clicking on a drawer in the table, you can view all of the information about the drawer, the cash summary amounts, cash management function activity (paid-in/paid-out/cash drop/etc.), and view all transactions that took place during that drawer's session.|
|Employee Sales||The Employee Sales Report allows you to view the sales performance for each employee. You can drill down further by clicking on the employee's name to view detailed information such as the number of orders, items sold, and gross sales. The drill-down report also lists all items sold and displays all orders performed by the employee.|
|Category Sales||The Category Sales Report includes the item quantities sold and sales amounts for each item category. You can drill down further by clicking on the category and view all items sold and the orders that included an item in that category.|
|Dining Options||The Sales by Dining Option breaks down the item quantities sold and sales amounts based on the Dining Options that you create in the system, if applicable. This report is best utilized in the restaurant environment with orders assigned to common dining options such as dine-in, take-out, and delivery.|
|Department Sales||The Department Sales report allows you to view/compare the total sales amounts by Department. Note that a Department is not a type or class of items but is created by the admin. Upon making a Department, you can specify which items or categories you want to fall into that Department for reporting purposes.|
|Item Sales||Track the sales amount for each item via the Item Sales Report. Here, you can drill down to each item to view when the order took place, who sold it, for how much, and when (among other data points).|
The Auditing Reports allow you to track and monitor essential transactions that occur, such as refunds, discounts, and voids.
|Refunds||View all refunds that occurred within a specific date range.|
|Discounts||Track and manage all discounts that occurred within a specific date range, including the type of discount, amount, and who applied it, among other auditing information.|
|Voids||View all voids that occurred within a specific date range.|
The Payroll Reports are generated from the timecard entries and provide vital information on labor-related items, including hours worked, regular and overtime pay, and breaks.
|Payroll Summary||Parse Pay's Payroll Summary Report provides an overview of the total hours and pay amounts for all hourly employees added to the system (based on their respective timecards). You can drill down to each employee to view the daily total hours and pay for all days within the selected timeframe.|
|Breaks||The Breaks Report allows you to track the total number of breaks taken for each employee within a set time period.|
|Items||Create and manage all of the items you want to include in your menu. When creating or editing an item, you can customize the its details, pricing, display properties, and much more.|
|Categories||Create and define categories to assign items to for easier sorting and viewing (and reporting).|
|Modifiers||Create Modifier Sets to allow users to select from options (e.g., extra cheese) to apply to items during the checkout process. With Modifiers Sets, you can control which modifications are presented to the user and control the order workflow via their properties (e.g., required, single or multiple selection, conversational ordering, etc.).|
|Departments||Create Departments and specify which items or categories you want to fall into that Department for reporting purposes.|
|Auto Discounts||Auto Discounts are highly-customizable discounts that are automatically applied to categories or items based on a specific set of parameters, such as discount type/amount, date range, and time of day. This type of discount dramatically simplifies promotional and happy hour discounts, among many other applications.|
|Preset Discounts||Preset Discounts follow the simple logic of discount type and amount. The discounts are visible on the Register when applying an item-level discount or a cart discount.|
|Locations||The Locations module includes the contact/profile information for the specific location, including the name, phone, address, and default tax amount.|
|Devices||All terminal devices–and their respective license key–assigned to this location are displayed here. Note that your Parse Pay Account Specialist typically enters this information.|
|Printers||This module allows you to quickly add a kitchen printer by assigning it a name and specifying its IP address. You can also enable itemized receipts to print each item on a separate receipt.|
|Employee Breaks||Add the employee break options that you want to display when employees clock in and out for their breaks (e.g., 30-minute lunch). The system allows you to create paid and non-paid breaks for compliance and payroll tracking.|
|Dining Options||Create custom Dining Options to allow system users to specify a Dining Option when placing an order. It's important to note that you must create at least two Dining Options for the button to appear in the Register. If only one Dining Option is made, it is automatically set to the default, and there is no need to display the Dining Options button (for a selection) in the Parse Register.|