Overview is the first page that opens after logging into Dotypos Cloud. It provides basic information and a well-arranged overview about cash registers and how they are functioning. Only if you have created multiple clouds (storage sites), will you be given, before the overview page, a choice of individual clouds. Some information in the overview can be filtered just for the selected currency. That matters when you are selling products in both CZK and e.g. EUR.
Information and elements at the top
Information in the middle section
Navigation elements on the page
Information and elements at the top
|
If you select specific cash registers, only data from these cash registers will be displayed (without selection, data for all cash registers is displayed). The same is true for the selected period. |
|
Comparison of the amount of sales for the currently set period in the panel |
|
Last issued receipts with the possibility to search based on the receipt number. |
|
The value of currently open (unpaid) accounts. Use the DETAIL button to move to the sales data report Open order items. |
|
Sum of sales for each period with the number of receipts issued. |
|
The value of the selected cash register balance. i.e. the value of all cash transactions made. To view this information, you must select a specific cash register in the top panel. |
|
If you have set a custom end of day, the data is displayed at the interval of the set end of day. So if you set the end of day to 2:00. The data will reflect the "day" interval from 2:00 to 2:00 of the following day. This is useful, for example, for plants that operate over midnight. |
Information in the middle section
|
Average hourly sales calculated based on same-day sales during the previous 4 weeks. The cumulative graph then shows the hourly sales added together, i.e. the new sales are added to the previous ones and at the end of the day (last hour) the graph shows the final total sales of the cash register. |
|
The current table occupancy at each cashier shows the number of tables / occupied tables + total occupancy percentage. If the table map is not active at the checkout, the overview is not displayed. |
|
Ranking of employees by total sales. Press the DETAIL button to move to the Sales data report Sales overview by employees. |
|
Actual attendance of employees with hours worked per month. Press the DETAIL button to move to the user data report Attendance. |
|
Products and categories sorted by sales, profit and margin. Press the DETAIL button to move to the Sales by product data report. |
|
Share of sales by all categories |
|
Overview of sales by day and hour in the form of a heat map. The darker the colour, the more sales were made at that time. |
|
Overview of cash receipts and expenditures. Press the DETAIL button to move to the sales data report Money movements. |
Information at the bottom
|
The current value of each warehouse (the total value of all warehouse products in each warehouse) and the current value of all warehouses (the total value of all warehouse products). The overview includes products that are not removed, have an active deduction from inventory, and have a positive inventory quantity in the inventory value. |
|
If you click on an item in the rankings (products, employees, customers...), you will be taken directly to the page of the record and can edit it. |
Navigation elements on the page
|
To hide / show the Item panel |
|
|
|
|
|
Quick Menu - Language settings / Messages / Generating reports and overviews / Cloud settings / Cloud options / My Dotypos / User Settings / Logout |
