Financial - Online Orders

Running the report

Report options

Select your start date

The first trading day to include. The default is today.

end date

The last trading day to include. The default is today. The whole of this day is included, up to your close of trade.

Store

The store the report is run for. It is filled in for the store you are working in.

The report at a glance

The two dates are the first and last trading day you asked for. Every order placed between them is included.

1. Orders by partner: every order, grouped by ordering partner, then by whether it worked, then by status.
2. Partner totals and recon: totals for each partner, and a check that every failed order was rung up by hand.
3. Charts: four pie charts on the last page.
4. Order details: click any order to see all of its information.

Orders by partner

Each ordering partner (the delivery or ordering company that sends you orders) starts on a new page. Inside a partner, orders are split into Successfully rung up in Counter POS and Failed online orders (automatically voided), then by status, oldest first.

1 Partner

The ordering partner the orders came from. Orders you typed in by hand as special orders are listed under the partner that the sales channel you used belongs to, so they sit on the same page as that partner's online orders. A sales channel that is not linked to an ordering partner is listed under its own name.

2 Successfully rung up, or failed

Successfully rung up in Counter POS orders reached your till and count as sales. Failed online orders (automatically voided) holds every order that was not automatically accepted. These did not make it: the system cancelled them, so they are not sales. Each one has to be rung up by hand as a special order.

3 Status

The status says what happened to the order. The statuses are explained in the list below the mock-up.

4 Click an order for its details

Click the Date and time, the Sales channel reference or the Turnover (incl) to open that order's full details. Click the Invoice # to open the invoice in the Invoice Audit report. Is paid and Paid online are ticked when they apply.

5 Special order found?

Only failed orders have an answer. A green row with Yes means someone has rung up a matching special order. A red row with No means nobody has yet, so the customer's order may never have been made.

6 Subtotals and totals

Each status has a subtotal and each of the two groups has a total. Amounts include value-added tax (or your country's equivalent sales tax) and the delivery fee.

The statuses

Automatically accepted

The store accepted the order and it was rung up at your counter by itself. This is the only status in the successful group.

Manually captured special orders

Orders a person rang up by hand as special orders, for example to replace a failed online order. An order the system accepted is never listed here as well.

Manual processing

The order is being captured by the store manually.

Manually accepted

The order was captured by the store manually and then accepted.

Invalid items

A menu item or discount on the order is not available to your store, or more than one percentage discount was sent.

Duplicate order

The partner's reference for the order had already been used for an earlier order, so no new order was created.

Item not found

The store could not find an item on the order.

Expired

The store did not accept the order within 2 minutes of receiving it. An order the store had acknowledged but not accepted gets 30 seconds more.

Error at store

The store received the order but had an error saving or printing it, so the order was not placed. A common reason is that the till's receipt printer was switched off or out of paper.

Invalid request

The order sent by the partner failed validation: its time, totals, taxes, payments or sales channel.

Cancelled at store

The store received the order but it was then cancelled.

Outstanding and Acknowledged

The order is still on its way: received by the system but not yet by the store, or received by the store but not yet accepted. You only see these for orders from the last few minutes. They sit in the failed group until the store accepts them.

No invoice generated

The order failed so early that no order was created at all. Only limited information is available, and the Invoice # shows as No Invoice.

For any failed order, the order's details page has a message that explains what went wrong and what to do.

Partner totals and recon

After the orders for each partner you get a summary box and a recon box. Recon is short for reconciliation: checking that every failed order was matched by a special order.

1 Totals for the partner

Turnover is the value of everything successfully rung up for the partner, # Orders counts those orders and Average is the turnover divided by the number of orders.

2 Automatically accepted

The share of the partner's online orders that went through without anyone stepping in. Special orders typed in by hand are left out of this share.

3 Balances

The recon compares the value and the number of failed orders with the value and number of manually captured special orders. When they are equal, the Balances show Yes on a green background. When they differ, they show No on a red background and something was not rung up, or was rung up twice, or the amounts differ. In the example, two orders failed but only one special order was captured, so both balances show No.

Charts

The last page has four pie charts. They add up the value of all orders in the period, across every partner.

Is paid

How much of the turnover is settled at your till and how much is not.

Transaction type

The turnover split by type of order, for example delivery or collection.

Integration result

Orders successfully rung up in Counter POS compared with failed online orders.

Sales channel

The turnover split by the sales channel the orders were rung up on.

Order details

Click an order on the list to open the Online orders detail report for it. The header shows the Reference of the order.

Message. Under the panels, failed orders show a message explaining what went wrong and what to do, usually that the order must be rung up by hand as a special order with the partner's reference, on the right sales channel. If a matching special order exists the message adds: Good News: A matching manually captured special order was detected.

The last page, Data for nerds, shows the raw order data as received. It is meant for AuraPOS support.

Net sales

The turnover less the delivery fee.

Total Amount

The turnover plus the tip.

Watch the video

A short walkthrough of the Online orders report: choosing your dates, reading the lists and checking that failed orders were rung up.

Can't see the video? Watch it on YouTube.

Frequently asked questions

Glossary

Automatically accepted

An online order that was rung up at your counter without anyone stepping in.

Automatically voided

A failed online order that the system cancelled by itself. It is not a sale and has to be rung up by hand.

Balances

The recon check that shows Yes when the failed orders and the manually captured special orders match in value and in number.

Failed online order

An online order that did not reach your till successfully.

Integration partner

The delivery or ordering company that sends you online orders.

Is paid

The order on your till has been settled in full.

Manually captured special order

An order a person rang up by hand as a special order, often to replace a failed online order.

Online order

An order placed by a customer through an ordering partner and sent to your store.

Paid online

The customer paid for the order online, through the partner.

Recon

Short for reconciliation: checking that every failed order was matched by a special order.

Sales channel

The channel an order is rung up on, such as delivery or a partner's own channel.

Sales channel reference

The partner's reference for the order, used to match failed orders to special orders.

Special order

An order rung up at the till with a special order reference, for example the partner's order number.

Special order found?

Shows Yes when a matching special order exists for a failed order, and No when it does not.

Trading day

The business day that runs up to your close of trade, which can be after midnight.

Turnover

The value of an order including value-added tax (or your country's equivalent sales tax) and the delivery fee.