Reporting

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

Closing out the Tasting Room at the end of the day.

When the day is over, here are a couple of great resources for closing out the register - and managing of your tasting room pours.

Closing Report

Managing Pours


Closing Report

Closing report allows filtering by Fulfillment Status, Channel, Order Delivery and Pos Profile.

  1. Go to Settings > Reports > Order Reports > Closing
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  2. Choose a From Date + any other applicable filters.
  3. Click Apply Filters button.
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  4. Scroll down to view all totals.

What's in the Closing Report

Overview

  • Number of Orders
  • Number of Refunds

Sales Overview

  • Net Sales
  • Shipping Total
  • Duties Total
  • Bottle Deposit Total
  • Total Sales
  • Tips Total
  • Total Revenue

Sales By Channel

  • POS
  • Web
  • Inbound

Tender Details

  • Visa
  • American Express
  • Mastercard
  • Cash

Sales By Department

Department is a label you can put on your products. Click here for more information.

Sales By POS Profile

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

Server Tip Out

Displays sales associate name and total amount of tip they received.

Sales By Sku

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

Club Signups

Displays name of customer and club they signed up to

Club Cancellations

Displays name of customer and club they cancelled.

Reservations

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


Managing Pours

For poured wine, spoiled wine, breakage etc. we highly recommend managing these transactions directly through your accounting system. Commerce7 is a DTC platform and managing orders such as these will skew your DTC data.

However, if you do choose to manage these orders in Commerce7, you can track your bottles manually and then ring them out as guest order on POS at $0.  You can then either use our Order Tags or Order Meta Data to identify the order for reporting later.

The Order Tag option allows you to filter by Order Tag in the Order Dashboard and there is also a Report called 'Sales By Order Tag' to get you the summary of those orders.

The Meta Data Option will come out of the system as a column in the Order Export. So you can basically see the identifier you have setup (i.e. whether it's a poured wine etc.) on the order in a spreadsheet view.

Another option could be to track the bottles separately and then do a manual inventory transaction at the end of the day with the reason notes (i.e. poured bottle etc.)