Business Office Manager
This guide outlines how to manage senior living deliverables, reporting, adding new customers, meal plans, and people information. It provides instructions for tracking deliverables, generating essential reports, managing customer data, and maintaining meal plan details to ensure efficient operations.
Overview
SI 360 is a comprehensive Point of Sale (POS) solution designed to streamline the customer experience. It allows users to book seats, place orders, manage takeout, and process payments with ease. The system simplifies operations, making it ideal for efficient service in hospitality settings.
Managed by ServingIntel 360 Team
This Topic Includes:
People information
Meal Plan
New Customer
Senior Living Deliverables
Dashboard Reports
Managed by ServingIntel LAN Team
Date Published: May 21,2024
Date Updated: November 28, 2024
Version: 2025.2.5
1. In the updated version of the Dashboard (now called Sales Dashboard), you can check the following features:
- Today’s Sales: Total sales recorded so far today.
- Yesterday’s Sales: Summary of sales completed yesterday.
- This Month’s Sales: Sales figures from the start of this month to now.
- Last Month’s Sales: Total sales achieved during the previous month.
- Sales Trend: Overview of sales performance patterns over time.
- Recent Transactions: List of the most recent sales completed.
- Best Selling Items: Products with the highest sales volume or revenue.
- Serving Period: Sales data based on specific time periods or shifts.
- Category Sales: Sales divided by product or service categories.
- Revenue Center Sales: Sales broken down by revenue-generating departments or areas.
2. Select Today’s Sales to view the total sales for a specific date.
3. The Total Sales section includes five key features to explore:
- Sales by Hour: Sales data by hour.
- Sales by Department: Sales totals per department.
- Sales by Item: Sales figures for each item.
- Labor vs Sales – Grid: Table comparing labor and sales.
- Labor vs Sales – Graph: Chart showing labor and sales trends.
Selecting a specific date provides sales data for each feature.
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