The Sales Summary Report allows you to view Register order sales summaries, with a detailed breakdown of key sections and numbers showing for the entirety of an open day. 

Please note that this report has replaced the X and Z Reports and is also available for CSV download on the Owner’s Portal. 

Note: This report is available for Slice Register users that have upgraded to the latest Slice Register app update (version 3.15 onwards). This report is not accessible to SliceOS mode users. 

This report is divided into 8 sections: Net Sales, Dining Options, Payments, Service Fees, Discounts, Non taxable Net Sales, Exceptions, and Gross Sales. 

1. Net Sales - the subtotal amount of sales on paid, partially paid, partially refunded and refunded orders before tax and tip, plus delivery fees and non-cash adjustment fees minus discounts. This is the effective subtotal paid by the customer including delivery fees and non-cash adjustment fees. 

# of transactions (Net Sales) - the count of the number of orders processed that were paid, partially paid, partially refunded and fully refunded 

• Tax - the sum of total tax collected on sales for paid, partially paid and partially refunded orders minus line item refund. [Tax on sales minus tax refunded on returns]

• Tips - the amount in addition to the bill determined by the customer. The subtotal of tips collected including credit card and cash for paid, partially paid and partially refunded orders as long as the tips are not refunded.

• Total Amount - the total amount the shop received in payments (sum of net sales, tax, and tip) for all paid, partially paid, and partially refunded orders

2. Dining Option - the net sales amount by dining option plus delivery fees and non-cash adjustment fees minus discounts for all paid, partially paid and partially refunded orders. This is a change from using Gross sales to Net Sales. Dining Options include Dine In, To Go, Pickup, and Delivery.

# of Orders in each Dining Option - the count of the number of orders processed associated to each dining option that were paid, refunded, partially refunded and fully refunded

3. Payments - a breakdown of the total amount the shop received by each payment type. Payment types include: 

# of transactions in each Payment Type - the count of the number of transactions associated with each payment type that were paid, refunded, partially refunded and fully refunded. 

• Credit Card Collected - the total amount of credit card transactions, including sales and tax for paid, partially funded and non-cash adjustment fee. This does not include refunded orders or tips. [Net Sales plus non-adjusted cash fee plus tax]

• Credit Card Tips - the total amount of non-refunded tips given outside of the credit card transaction for paid, partially paid and partially refunded orders

• Cash Collected - the total amount of cash transactions, including sales and tax for paid, partially paid, and partially funded orders and non-cash adjustment fees. This does not include refunded orders, tips, and non tip refunds. [Net Sales plus non-adjusted cash fee plus tax]

• Other Payment Collected - the total amount of other payment transactions including sales and tax amounts without tips for paid, partially paid and partially funded orders and non-cash adjustment fees

4. Service Fees - a fee added to cover the cost of providing services to customers.

• Register Delivery Fee - the sum of fees collected to pay for services related to Register products or services being purchased, each municipality determines whether this fee is taxed or not.

• Non-Cash Adjustment Fee - a fee that is added to a customer's bill when they pay with a credit or debit card

5. Discounts - the breakdown of the sum of amounts removed from either the item and/or order level for paid and partially refunded orders. [Discounts on sales]

# of Discount Orders - the count of the number of orders processed with the associated discount that were paid, refunded, partially refunded and fully refunded.

• Cash Discounts - the total sum of cash discounts applied, excluding fully refunded orders.

• Register Discounts - the sum of both order discounts and line item discounts applied to orders, excluding fully refunded orders. 

6. Non Taxable Net Sales - are transactions that are exempt from any sales tax. The subtotal amount collected before tax, tips, discounts, returns and liabilities that did not incur tax fees (Delivery fees and Non-Cash adjustment fees) for paid, partially paid partially refunded orders. Included as part of the total gross sales amount. [Unmodified order subtotal]

# of Non Taxable Net Sales transactions - the count of the number of transactions processed that were paid, refunded, partially refunded and fully refunded. 

7. Exceptions

• Refunds - the compensation made on orders or items returned by customers. Includes taxes and tips paid by customers. The total amount of refunds collected, including partial and full refunds, and tips refunds.

# of Refunds - the count of the number of refunded orders processed that were paid, refunded, partially refunded and fully refunded. 

• Cleared Orders - the net sales of orders marked as ‘Cleared’ prior to the payment on the register. It does not include tip and tax. Note: this value is not included in any sales figures.

# of Cleared Orders - the count of the number of orders cleared prior to the payment on the register

8. Gross Sales - the subtotal amount of all sales, service fees (including delivery fee and non-cash adjustments) collected before discounts, tax, returns, and liabilities. Paid, refunded, partially refunded and refunded orders are part of the subtotal amount. Does not include tips paid by customers. [Unmodified order subtotal plus customer delivery fees]

• Average Order Value - the average dollar amount spent each time a transaction takes place, this value now includes fully refunded. [Net sales divided by the number of transactions] 

To generate a printed copy of the report, please tap the Print button located right next to the "View" button. 

Online Detail Report is an overview of online order sales summaries, with numbers showing for the entirety of an open day. 

This report is divided into 2 main sections: Summary and Breakdown

1. Summary: 

• Tax - tax collected on sales without tax refunded on returns. [Tax on sales less tax refunded on returns]

• Net Sales - sales without discounts and returns. Does not include refunds, taxes, or tips. [Effective order subtotal plus delivery fees less discounts]

• Customer delivery fees - fees set by the shop owner which are charged to the customer for delivery orders.

• Tips - money given by customer outside of the transaction amount on paid and partially refunded orders as long as the tips are not refunded.

• Slice Adjustments - sum of any manual reimbursements, Slice promo codes, Slice rewards, chargebacks, payout reissues & reversals, or past due amounts. 

  • • • Note: The Slice Adjustments on the Online Detail Report do not impact the Total Sales. They do impact the Payout and will be included in the Statement but the Total Sales calculation does not take Slice Adjustments into account.

• Slice Fees - sum of the Slice processing fees and partnership fees. 

• Slice Processing Fee - sum of the credit card processing fee for each credit order.

• Partnership Fee - sum of each per order charge on the pre-tax amount of the subtotal.

• Total Sales - Does not include the tax incurred. [Order subtotal plus tips plus customer delivery fees less Slice Fees]

2. Breakdown: 

• Sales by Payment Type -  breakdown of the total amount exchanged by the customer using a credit card. Does not include refunded orders or tips paid by customers. Will include the non-adjusted cash fee amount. [Net Sales plus tax]

• Sales by Channel - total online orders sales amount.

• Sales by Pickup / Delivery - breakdown of total amount paid by the customer for pickup and delivery. Does not include refunded orders or tips paid by customers. [Net Sales plus tax]

• Refunds - compensation made on orders or items returned or returned by customers. Includes taxes and tips paid by customers.

To generate a printed copy of the report, please tap the Print button located right next to the "View" button. 

The 'Cash Drawer' report gives you the ability to view cash drawer activity and reporting with details of money added, exchanged, or removed during every shift. With this opportunity, you'll be able to add another layer of protection by turning on the security measure in Employee Permission settings in your Owner’s Portal, authorizing specific personnel to access this feature.

Active Cash Drawer - A section of the Cash Drawer tab allowing shops to access their active cash drawer and manage cashier actions. To view your active cash drawer, go to, Cash Management Icon and select the Active Cash Drawer listed, from there, you can select any cashier action or view the cash drawer security log. Additionally, an active cash drawer represents a cash drawer that has been started and assigned to a printer. In order to access cashier actions, a cash drawer must be active.

Historical Cash Drawer - A section of the Cash Drawer tab to allow shops access to historical cash drawer reports and provides an overview of all cash activity at a shop on a single day.

Report: 

This report is divided into 3 main sections: Summary of your Cash activity, Expected Ending Balance, and No Sale log.

1. Summary of your Cash activity

Starting Balance - The amount of cash assigned to a cash drawer when it’s created. The starting balance is determined based on employee permissions. Additionally, the starting balance is used to represent how much cash a shop should have at the start of a shift or day.

• To enter a ‘Starting Balance’ on the Cash Drawer, select the ‘Start Cash Drawer’ button and when prompted enter the amount you’d like at the start of your shop’s shift.

Cash Transactions - The total amount of cash transactions that were paid, partially paid and partially refunded orders, including tax. This number is also shown on the Sales Summary Report.

Pay in - Pay Ins allow you to track cash that is added to the cash drawer independent of a sale. Pay Ins most often used to track cash coming back to the drawer after a Pay Out. 

• To do this in the Cash Drawer, select an Active Cash Drawer from the Cash Management icon on the Slice Register. 

• Then, select the “Cashier Actions” button, tap the Paid In segmented control. 

• Add the dollar value, add the cash in the cash drawer, add a note, and hit submit.

Pay out - Pay Outs allow you to track cash that has been removed from the cash drawer. Payouts are most commonly used to purchase supplies during a shift or paying a drivers credit card tips at the end of their shift. 

• To do this in the Cash Drawer, select an Active Cash Drawer from the Cash Management icon on the Slice Register. 

• Then, select the “Cashier Actions” button, tap the Paid Out segmented control. 

• Add the dollar value, pull the cash out of the cash drawer, add a note, and hit submit.

Refunds - The total amount of cash refunds collected, including partial and full refunds, and tips refunds. Includes taxes and tips paid by customers.

Entered Ending Balance - The amount of cash that is manually entered at the 'Close Out Drawer' process at the close of a shift. To perform this, select the 'Close Out Drawer;' button and enter the amount of cash in the cash drawer under the 'Current Drawer Amount' field. The ability to set a closing balance is controlled through our employee permissions.

2. Expected Ending Balance - The amount of cash that is expected to be in a cash drawer when it’s closed. There are employee permissions applied to be able to count the ending balance. Additionally, the ending balance is captured at the end of a shift/end of day and used to represent how much cash a shop should actually have. 

• To enter an ‘Ending Balance’ on the Cash Drawer, select the ‘Close out drawer’ button and enter the amount in the cash drawer at the end of your shop’s shift.

3. No Sale Log - The purpose of the 'No Sale Log' is to show how many times the drawer was opened without a Sale utilizing the industry standard term and button on Register "No Sale". It displays the user/employee and timestamp log associated with the opening of the cash drawer for a single Register. Multiple Registers in a shop will each have their own Cash Drawer report. 

• The No Sale Log is capped at 20 log entries to make sure the report and printed receipts are not too long. 

• To see the full No Sale log, return to the Cash Drawer Security Log under the Historical Cash Drawers.

No Sale - A cashier action that does not represent a sale but rather an exchange of existing cash in a register. Employee Permissions are enabled in order for an employee to run this action.

• To do this in the Cash Drawer, select an Active Cash Drawer from the Cash Management icon on the Slice Register. 

• Then, select the “Cashier Actions” button, tap the ‘No Sale’ segmented control. 

• Add a note, and hit submit.

Please take note that accessing the Delivery Management report requires prior activation of the FREE Delivery Management feature.

If you still do not use this feature please CALL (888) 974-9928 and select option 4 to activate or visit this link to obtain more information! 

Delivery Management report shows the breakdown for each driver's total orders delivered, cash and card sales, and tip money earned.

With this report, you can see which drivers have delivered the most orders and efficiently allocate the tips they have earned!

• Total Orders represents the sum of all delivered order totals, including line item refunds, for paid, partially paid, and partially refunded orders

# of Orders -  the count of the number of orders processed for online and Register orders. Does not include refunded or discounted orders 

• Cash - the sum of cash amount received for the order on the Register

• Credit - the sum of credit card sales for paid, partially paid, and partially refunded Register and online orders

• Tips -  the sum of the tips on the delivered, credit card sales for paid, partially paid, and partially refunded Register and online orders

• Other - the sum of orders paid using other forms of payment  for paid, partially paid, and partially refunded Register and online orders

To generate a printed copy of the report, please tap the Print button located right next to the "View" button. 

Please take note that accessing the 3rd Party orders report requires prior activation of the Third-Party Order Integration feature.

If you still do not use this feature please CALL (888) 974-9928 AND SELECT OPTION 4 TO ACTIVATE or visit this link to obtain more information! 

3rd Party orders report is a view of 3rd party order sales summaries, with numbers showing for the entirety of an open day.

This report is divided into 3 main sections: Sales Summary, Sales by Provider Type, and Payment Details.

1. Sales Summary

•  # of transactions -  the count of the number of orders processed for Online and Register orders. It does not include refunded or discounted orders

• Average Order Value - the average dollar amount spent each time a transaction takes place, this value now includes fully refunded. [Net sales divided by the number of transactions] 

• Total Order Sales -  the sum of all delivered order totals, including line item refunds, for paid, partially paid, and partially refunded orders

2. Sales by Provider - the total dollar amount by sales provider

3. Payment Details:

• Cash - the sum of cash amount received for the order on the Register

• Other - the sum of orders paid using other forms of payment  for paid, partially paid, and partially refunded Register and online orders. 

To generate a printed copy of the report, please tap the Print button located right next to the "View" button.