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ServingIntel Products – SI Cloud Control (SICC) Training Guide Overview – Examining Transaction Reports

SI Cloud Control (SICC)

This guide will show how to use the ServingIntel Cloud Control platform. Run through the steps below to get started!

University Support

Overview

ServingIntel Cloud Control is a cloud-based platform that provides a complete solution for Sales Item Management, Loyalty Management and Team Member Management.

Pre-Requisites

Before using this guide, the following should be met first:

1) Any of the following roles should be granted to the user or fulfilled first before using ServingIntel Cloud Control:

a. Store Admin
b. Store User

2) Login credentials are given.

3) The following system applications and requirements are installed:

Managed by ServingIntel Cloud Control Team

This Topic Includes:

Establishing the ServingIntel Cloud Control Platform
  1. No Setup Needed
ServingIntel Cloud Control Navigation
  1. How to Register Account in ServingIntel Cloud Control
  2. How to Login
  3. Parts of the ServingIntel Cloud Control Homepage
  4. Viewing Different Branches to Locations
  5. Viewing, Searching and Editing Items
  6. How to View Labor VS Sales from HOMEPAGE Dashboard (Current Date)
  7. How to View Previous Date’s Sales from HOMEPAGE Dashboard
  8. How to View Customers
ServingIntel Cloud Control Reporting
  1. How to View Daily Meal Sales Report
  2. How to View Sales and Cost Report
  3. How to View Daily Performance Report
  4. How to View Transaction Report
  5. Checking Transaction Detail Report
Item Management in ServingIntel Cloud Control
  1. How to Add Items on ServingIntel Cloud Control
  2. How to Delete Items on ServingIntel Cloud Control
  3. How to Create Modifiers
  4. How To Update Modifiers
  5. How To Update Item Image
  6. How to Update Web Item Name
  7. How to Update Item from ServingIntel Cloud Control to eCommerce
  8. How to Update Item from Future Point of Sale to ServingIntel Cloud Control Price and Other Information
  9. How to Enable/Disable items from ServingIntel Cloud Control to Hospitality Site
  10. How to Display “Available/Not Available” items from ServingIntel Cloud Control to Hospitality Site
  11. How to Update Item Availability
  12. How to Sort items in eCommerce Site from ServingIntel Cloud Control
  13. How to Put Inscriptions for Items in ServingIntel Cloud Control
  14. How to Update Item Attributes
  15. How to Setup Item Scheduling
Utilizing Group Editing Functions
  1. How To Update Items Using Group Edit
  2. How To Check Item Information after Group Edit
  3. How to Update Item Availability using Group Edit
  4. How to Update Item Attribute Using Group Edit
Managing Resident Meal Plans
  1. How to Manage Resident Meal Plan
  2. How to Update Resident Meal Plan
Managing Items in ServingIntel Cloud Control
  1. How to Turn On/Off eCommerce in Site Settings
  2. How to Setup eConnect Settings in Site Settings
  3. How to Setup Order Time in Site Settings
  4. How to Add Item Group
  5. How to Manage Meal Cycle in Site Settings
  6. How to Update Meal Cycle in Site Settings
  7. How to Manage Meal Plan Definition in Site Settings
  8. How to Manage Order Now Introductory Message in Site Settings
  9. How to View Block User in Site Settings
  10. How to Setup Menu Names in Site Settings
  11. How to Add New Category
  12. How to Delete Menu Name
  13. How to Manage eCommerce Sales Category in ServingIntel Cloud Control
  14. How to Setup Business Hours in Site Settings
  15. How to Setup Configuration in Site Settings
  16. How to Setup Configuration Device in Site Settings
  17. How to Setup Virtual Restaurant in Site Settings
  18. How to Revenue Center in Site Settings
  19. How to Setup Sales Tax in Site Settings
  20. Updating People Information
  21. Adding VDU ID Using Group Edit

Examining Transaction Reports

Managed by ServingIntel Cloud Control Team

#strategic

Date Published: February 10, 2022

Date Updated: May 24, 2024

Version: 2.0

1. In ServingIntel Cloud Control, navigate to Menu > Menu Item Information.

2. Choose an item from the table, and then click the Edit button in the action column.

3. Move to the General tab. Update the Web Item Name, then click the Update Menu Item button to apply the changes.

1. Go to the Menu Bar and click on Reports > Transaction Report.

2. Specify the Start Date and Time, as well as the End Date and Time. Then, click the Preview button.
Note:
– To save the file in PDF format, select the “Export to PDF” button.
– To save the file in Excel format, choose the “Export to Excel” button.

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