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Back office

See what sold, what you earned and who works for you.

Reports, customers, your team and your invoices, in one place away from the counter.

What it’s for

Back office is where you step back from the counter. See what sold and what you earned, know your customers, and look after your team. Loyalty is set up in Settings: points per spend, VIP tiers, visit stamps and rewards such as a percentage off, an amount off, a free item or buy X get Y. It also covers store credit and gift cards.

In this part of the app

Invoice maker

Create invoices and receipts at a desk, away from the register.

  • Create invoices
  • Create receipts
  • Find them again in History

Analytics

See how your business is doing, and compare it with an earlier period.

  • Overview, trends, customers, payments and stock
  • Compare periods
  • A heatmap of your busiest hours
  • Export to CSV or for taxes
  • A summary by email, on a schedule
Analytics with net sales and gross profit

Margin

See what you really earn, per day or per item. It needs a cost price on your products.

  • Margin per day
  • Gross profit per day
  • Margin and gross profit per item
Margin by item and menu engineering

Customers

A customer list built from saved receipts and the people you add yourself.

  • Search, tags, notes and purchase history
  • Segments
  • Email and SMS campaigns, only with the customer’s consent
  • Import from a CSV file
  • Export or delete a customer’s data on request

Team

Invite staff, decide what each person may do and keep track of their hours.

  • Roles (owner, manager, member) and a permissions matrix
  • A PIN for each person
  • A time clock with breaks and a CSV export
  • Payroll, payslips and tip pools
  • Weekly schedule templates and shift swaps
Role permissions for the team

Other parts of the app

Questions

What do I need for margin?

A cost price on each product. Without it the app can show sales, but not what you earned on them.

Can I email my customers?

Yes, but only customers who agreed to it.

How do I add my staff?

Invite them, or share your store code. Then give each person a role and a PIN.

Can I delete a customer’s data?

Yes. You can export or delete a customer’s data when they ask.

Ready to see
it in your business?

Tell us about your business and we’ll set you up with early access.

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