Aloha End of Day reports (change the order of Categories)

[juancruzhurtado]

Hi guys!
I was wondering if there is a way to change the order of the Categories when they print out after the end of the day.

Currently they print this way:
- Food
- Beverage
- Beer
- Wine
- Liquor
- Gift Certificate
- Coffee

and the accountant would like it this way:
- Food
- Wine
- Beer
- Beverage
- Coffee
- Liquor
- Gift Certificate

Please see the .pdf attached.

Thank you so much in advance.

Juan

 

[AlohaRoss]

Hi Juan

They order comes directly from your categories.
Unless you are ready to rename and change all your sales categories to the order your account in, it is going to stay the way it is.

AlohaRoss

http://www.needalohahelp.com

 

[juancruzhurtado]

Hey Ross!
Thank you for replying, as always.

What happens if I edit the category's ID so they are organized in the way I would like them to be?
Will it mess up old reports?

Juan

 

[AlohaRoss]

they list from lowest to highest number in categories.
10- Food
20- Beverage
30- Beer
40- Wine
50- Liquor
60- Gift Certificate
70- Coffee

The rub is if you change the order on Aug 1, 2014, any report from before when combined with any future report lie a year end report, the numbers for sales by category will be off by the list but still add up to the correct dollar amount.

Hope that helps

An other way is to create all new non sales categories first, put them in the order you would like to print

1010- Food
1020- Wine
1030- Beer
1040- Beverage
1050- Coffee
1060- Liquor
1070- Gift Certificate

change 10-70 to be non sales and then set 1000-1070 as sales categories and then the report will be like you want it to be.
if you need help email me and I can do remote support, and notepad chat.

AlohaRoss

http://www.needalohahelp.com

 

[TobeThor]

Not familiar with Aloha data sources but couldn't they just export the sales totals to an excel spread sheet and thus put it in whatever format the accountant wants?

At that point could they then send the accountant (via email) the spreadsheet or PDF? Send the daily "snapshot" to drop box so the accountant can retain it whenever they like.
Many POS systems are capable of this... Yes?

 

[AlohaRoss]

Tobethor,
He could export his sales report to csv, open in excel and then move everything around. That would take about 10 minutes each day. As time is money; 3650 minutes a year or about 60 hours of wasted labor each year for what he could make the change in Aloha take 5 minutes and be done.

AlohaRoss

http://www.needalohahelp.com

 

[TobeThor]

Thanks AlohaRoss and thanks for your many valuable contributions to the forum. We have many clients that use excel in the manner I described, the data in the spread sheet is populated automatically, it is automatically saved as a PDF and automatically emailed to either an address or dropbox. Once set up no labor at all but very convenient for those who monitor the books and businesses with multiple partners. F&B Sales, receipts, labor cost & ratio's, voids, discounts, tips, product mixes, sales tax etc. I apologize that our firm is not familiar with Aloha databases but I assumed Aloha data sources were readily available to end-users for such purposes. There's nothing like a one page snap shot of all the necessary information vs. several pages.