Tasting Room End-of-Day Practices: Closing Report and Managing Pours

At the end of the day, you can utilize these tools to close out your register - and manage the pours in your tasting room.

Closing Report allows filtering by Fulfillment Status, Channel, Order Delivery and POS Profile.

Go to Settings > Reports > Order Reports > Closing
Choose a From Date. The Closing Report shows totals for just the date that is chosen here. It's a snapshot for that one day.
Select the Filters button to see a list of options that you can use to filter the items in the report.
Choose applicable Filters and then click Apply Filters button.
Scroll down to view all totals on the screen.
Email the Report by clicking on the Email icon in upper left. This will export to a csv file.

Click here to download an example of what the CSV export looks like.

Departments is a primary Product group. Click here for more information about Departments.

POS Profiles are used to segment and track sales and inventory by each Location. Click here for more information about POS Profiles

Displays Sales Associate name and total amount of tip they received.

Displays name, SKU, quantity and net sales for the day.

Displays name of Customer and Club they signed up for.

Displays name of Customer and Club they cancelled.

Displays the name of Experience and total of booking per Experience.

Closing out the Tasting Room at the end of the day