00:00:02,000 this is Jamie with Bar I in this video
00:00:04,166 we're gonna show toast point of sale customers
00:00:07,100 how to run the right sales report
00:00:08,766 so we can compare exactly what was sold through toast
00:00:11,833 with what was poured in real life um
00:00:15,033 toast has sunsetted as of the end of February
00:00:18,466 the old reports
00:00:19,466 we used to use top modifies and top items
00:00:21,866 so now we're gonna be using the PMX report
00:00:24,033 so we're gonna show you in this video how to set it up
00:00:26,000 how to run it and the new procedure for uploading it
00:00:28,966 this is relevant of course for existing clients
00:00:31,300 we're gonna switch to this new process
00:00:33,033 and for new clients
00:00:34,566 so from toast back of house logged in um
00:00:38,600 go to the left click on reports
00:00:41,500 move your mouse over to the right
00:00:42,666 and then you'll see this middle menu and expand menus
00:00:45,966 and then select the first option
00:00:47,300 which is product Mix as you can see ah
00:00:50,000 there's one change required
00:00:51,666 you'll notice that by default
00:00:53,066 we have a menu hierarchy with five levels
00:00:55,966 we want also the modifiers so click click modifiers
00:01:01,200 and you'll notice now it says 6 levels obviously
00:01:04,600 select the dates that match your count dates
00:01:07,433 and then go ahead and click to export
00:01:10,500 notice the default is what we want which is Excel
00:01:13,400 so go ahead and click download
00:01:17,600 my browser settings
00:01:19,900 mean that
00:01:20,466 it's gonna ask me where we're gonna save that to
00:01:24,566 uh it gives it a sensible name
00:01:26,100 so you can go ahead and leave it there click save
00:01:31,300 and then here's what I prepared earlier
00:01:33,233 you'll notice that the resulting workbook
00:01:35,566 you export has got number of tabs
00:01:37,766 we're gonna pull the data just from items
00:01:39,866 and modifiers and the good news is
00:01:42,000 we just upload this one workbook
00:01:44,466 and it's gonna pull the data automatically
00:01:47,233 so let me just show you that process so here
00:01:51,266 um we can go backwards from the Academy dashboard
00:01:54,400 click edit on the sales step
00:01:56,100 click browse to upload the file
00:02:05,633 double click you'll get a preview of the first part
00:02:10,366 which is of course the items or the buttons
00:02:13,600 I'm not gonna do the work here
00:02:15,400 cause we're just doing this obviously for demo
00:02:18,433 but I want to show you that after we have resolved
00:02:22,866 recipes on the point of sale
00:02:27,566 it's automatically gonna load up your modifiers
00:02:30,400 if you saw what happened there
00:02:31,466 so same thing in most cases
00:02:34,033 a lot of these gonna be do nothing as you know
00:02:36,000 but anyway fill in the notes as you usually do
00:02:38,166 click continue and then you'll see
00:02:43,600 result
00:02:44,766 finalize and send notification and you are good to go
00:02:47,600 as always if you have questions
00:02:48,866 please reach out to your Barry Account Manager
00:02:51,666 who will be happy to help
00:02:52,966 and just to remind us
00:02:54,433 the reason we've made this change
00:02:55,766 is that the old reports are no longer available
00:02:58,166 so this has been forced on us
00:02:59,700 but the new method makes it easier
00:03:01,866 because you only have to one
00:03:03,266 run one report thank you for watching
.png)
