Home
Companies & stores
Stores & devices
Register layout
Order Modes
Tables & floor plan
Floor plan
Elements
Kitchen
Payment Terminals
Ways to pay
Discounts
STM / EFTPOS Hardware
Staff
Store-task manager slots Up to 10 numbered approval PINs for the store being worked in
Till keys
The till, as
Roster
Loyalty
Members
Find a member to see their points and everything they earned or spent, or to put their points right.
Online orders
From the tables
From delivery partners
Table orders
Table ordering menu
Service Health
Store Console
Device fleet
Configuration
Value meals
Meals & bundles
Menu Translations
Public Holidays
Receipts
Receipt printers
Printers by till
Device profiles
Cash drawers on their own
Menuboards
Screens reporting in
Regions & groups
Groups
Aloha Outbound Queue
NCR Aloha
Edge Events
Scheduled Reports
Price Levels
Price Bands
Stock
Recent changes at this store
What one of each menu item uses. Every sale on a till takes these amounts off the store’s stock.
Exception Alerts
Scheduled tasks
Tasks
History
Bulk Terminal Update
Queue Update
Terminal Status
Bar Tab Pre-Authorization
New Pre-Auth Hold
Lookup Tab Pre-Auths
Bump bars
Online orders into the kitchen
Inject Order to KDS
Set ETD
KDS Queue
KDS Display Template
Box grid (Box View template)
Ticket colours
Status bar
Custom buttons
Label | action. Built-in actions: set-routing, all-day, expo, recall-last.Queue Detection
| Daypart | Window | SLA | Actual avg | Cars | Breaches | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add / Update SLA Goal
| Daypart | Window | Total SLA | Order / Pay SLA | Throughput | |
|---|---|---|---|---|---|
| Loading… | |||||
| Plate | Source | Position | Confidence | Store | Detected |
|---|---|---|---|---|---|
| Loading… | |||||
| Route | Duration | Status | Started | |
|---|---|---|---|---|
| Loading… | ||||
Vision Weather & Approval
| Type | Content | Submitted by | Submitted | Actions | |
|---|---|---|---|---|---|
| Loading… | |||||
Add Weather Rule
| Condition | Value | Target | Priority | Status |
|---|---|---|---|---|
| Loading… | ||||
| Type | Content | Status | Submitted by | Reviewed by | Reviewed |
|---|---|---|---|---|---|
| Loading… | |||||
Aura Zones & BPM
| Zone | Type | Volume | State | BPM range | Ducking | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add BPM Rule
| Daypart | Window | BPM | State | Actions |
|---|---|---|---|---|
| Loading… | ||||
| Track | Artist | Requester | Status | Requested | Actions |
|---|---|---|---|---|---|
| Loading… | |||||
RMM Patch Management
| Policy | Channel | Auto-apply | Window | Target | |
|---|---|---|---|---|---|
| Loading… | |||||
| Device | Policy | Version | Status | Started | Completed | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Trigger | Threshold | Priority | Title | Cooldown | Status |
|---|---|---|---|---|---|
| Loading… | |||||
Hardware Test Bench
| Device kind | Device ID (blank = auto) | Latest result | |
|---|---|---|---|
| Receipt printer | — | ||
| Label printer | — | ||
| Cash drawer | — | ||
| EFTPOS | — | ||
| Scanner | — | ||
| MSR | — | ||
| Fingerprint | — | ||
| Customer display | — | ||
| Scale | — |
KB Categories
| Code | Name | Slug | Parent | Sort | Visibility | Articles | Published | Status | |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
KB Articles
| Code | Title | Category | Status | Ver | Views | Helpful | Published | |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
KB Versions
| # | Kind | Title | Bytes | Edited by | Edited | Approved | ||
|---|---|---|---|---|---|---|---|---|
| Enter article ID… | ||||||||
BMS & Alarm Panels
Add BMS integration
| Name | Vendor | Endpoint | Status | Last poll |
|---|---|---|---|---|
| Loading… | ||||
Add alarm panel
| Panel | Vendor | State | Last event | Actions |
|---|---|---|---|---|
| Loading… | ||||
Add to Watchlist
ANPR Events
| Plate | Direction | Confidence | Watchlist | Reason | Incident | Detected |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Watchlist
| Plate | Reason | Status | Expires | |
|---|---|---|---|---|
| Loading… | ||||
Security Audit
Events
| When (UTC) | Actor | IP | Event | Target | Severity | Outcome |
|---|---|---|---|---|---|---|
| Press Load to query the audit trail. | ||||||
Summary
| Event kind | Events | Failures | Denied |
|---|---|---|---|
| — | |||
| Severity | Events |
|---|---|
| — | |
Retention
Order tracking
Issue tracking link
Lookup by Order
Birthday & VIP Rewards
New gift rule
Every rule is checked when a member pays. A money-off gift prints on their receipt as a code for next time.
Gift rules
| Rule | When | Gift | Not again for | |
|---|---|---|---|---|
| Loading… | ||||
Gifts given
| Member | Gift | Rule | When | |
|---|---|---|---|---|
| Loading… | ||||
Multi-Brand Loyalty
Add pool
| Pool | Base Program | Cross-redeem | Created | |
|---|---|---|---|---|
| Loading… | ||||
Add program to pool
| Program | Brand | Accrual × | Redeem × | |
|---|---|---|---|---|
| Choose a pool above… | ||||
| When | Action | Program | Δ | Order | Notes |
|---|---|---|---|---|---|
| Enter pool + member… | |||||
Aura QR Sessions
Mint session
Screens
Kiosk
Your name & logo
Colours & canvas
Photography
Words your customers see
Welcome photo optional
Prices & tax
The keys on the register
Which board shows what
?screen=n&of=4). A drive-thru pair is ?screen=1&of=2 and ?screen=2&of=2; the pre-reader is ?role=prereader. Screens are assigned in NexusVision.Campaign art
Kiosk names
Kiosk photos
| Photo | Menu item | Added | By | |
|---|---|---|---|---|
| Loading… | ||||
| Photo | Menu item | Where it is | Added | |
|---|---|---|---|---|
| Loading… | ||||
Add a kiosk photo
Option photos
Menuboard emergency takeover
| Kind | How urgent | Message | Where | Started | Ends | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Type | Priority | Title | Scope | Started | Cleared | By |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Allergens & Nutrition
3rd-Party Gift Cards
Add provider
| Name | Vendor | Base URL | Status | |
|---|---|---|---|---|
| Loading… | ||||
| When | Provider | Action | Card | Amount | Status | Ref |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Provider | Vendor | Activated | Reloaded | Redeemed | Refunded | Voided | Txns |
|---|---|---|---|---|---|---|---|
| Choose a window… | |||||||
Deep Links / Universal Links
Create link
| Code | Kind | Target | Hits | Last hit | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
BI Export
Register dataset
| Key | Name | Format | Schedule | Last run | |
|---|---|---|---|---|---|
| Loading… | |||||
Reservations & Waitlist
| When | Guest | Party | Section/Table | Status | |
|---|---|---|---|---|---|
| Choose a date… | |||||
Add walk-in
| Joined | Name | Phone | Party | Quoted | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Inter-Store Transfers
| From | To | What | Status | Asked | Sent | Received | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Happy Hour
Marketing
Groups of customers
A group picks loyalty members by what they did. Its count is worked out from real sales.
| Group | Who is in it | How many | Counted | |
|---|---|---|---|---|
| Loading… | ||||
Email campaigns
Nexus works out who can be sent each campaign and gives you the list for your email tool — it does not send marketing email itself.
| Campaign | Send to | Who can get it | |
|---|---|---|---|
| Loading… | |||
Suppliers & Purchase Orders
Add supplier
| Name | Contact | Terms | Status | |
|---|---|---|---|---|
| Loading… | ||||
| Order | Store | Supplier | Status | Total | Made | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Invoice # | Supplier | Date | Due | Amount | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Money
Tills today
Each till’s shift as the till recorded it: the float it opened with, the cash it should hold (its X report while open; the server’s figure at close), what was counted, and the difference.
| Till | Opened | Float | Expected | Counted | Over / short | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Drawer counts, cashier closes and Z reports
| When | What | Till / drawer | Counted | Over / short | By |
|---|---|---|---|---|---|
| Loading… | |||||
Cash out of the drawers
| When | What | Amount | Detail |
|---|---|---|---|
| Loading… | |||
Last 7 days
Over / short from every till count, day by day.
| Day | Store | Over / short | Counts |
|---|---|---|---|
| Loading… | |||
Shift Trade
Offer a rostered shift
| Day | Time | Job | Offered by | Taken by | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Aggregator Menu Push
Queue push
| Requested | Store | Aggregator | Status | Items | Provider ref |
|---|---|---|---|---|---|
| Loading… | |||||
Set pause
| Store | Aggregator | Paused | Reason | Until | Updated |
|---|---|---|---|---|---|
| Loading… | |||||
Leave Requests
| Employee | Type | Dates | Hours | Reason | |
|---|---|---|---|---|---|
| Loading… | |||||
| Employee | Type | Dates | Hours | Status | Reviewed |
|---|---|---|---|---|---|
| Loading… | |||||
| Type | Accrued | Used | Pending | Available |
|---|---|---|---|---|
| Pick a person to see what leave they have left. | ||||
In-House Delivery Dispatch
| Created | Customer | Address | Driver | ETA | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add driver
| Name | Phone | Vehicle | Status | Last ping | |
|---|---|---|---|---|---|
| Loading… | |||||
Pricing Experiments
New experiment
| Name | Target | Control / Variant | Split % | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Vouchers
New voucher
Works at the till: the cashier scans the code or types it on the Voucher key, and the receipt shows the voucher.
Your vouchers
| Voucher | Code | Takes off | Used | Last day | At the till | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Staff Certifications
| Employee | Kind | Number | Issued | Expires | Verified | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Employee | Kind | Number | Expires | Days left |
|---|---|---|---|---|
| Loading… | ||||
Cocktail / Drink Recipes
New recipe
| Name | Category | Glass | Cost | Price | Margin | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Customer Complaints
| Severity | Customer | Category | SLA | Assigned | |
|---|---|---|---|---|---|
| Loading… | |||||
| Severity | Customer | Category | Due | Overdue |
|---|---|---|---|---|
| Loading… | ||||
| Severity | Customer | Category | Status | Opened |
|---|---|---|---|---|
| Loading… | ||||
Kitchen Prep Schedule
| Item | Daypart | Target | Done | Status | Assigned | |
|---|---|---|---|---|---|---|
| Choose store + date… | ||||||
Add par level
| Item | Store | Daypart | Day mask | Par | |
|---|---|---|---|---|---|
| Loading… | |||||
Customer Wallet
| Wallet ID | Currency | Balance | Loaded | Spent | Status | |
|---|---|---|---|---|---|---|
| Enter customer ID… | ||||||
Refunds & Returns
| Order | Kind | Reason | Amount | Method | Requested | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Order | Kind | Amount | Method | Status | Requested |
|---|---|---|---|---|---|
| Loading… | |||||
Tip Pool
Share a day’s tips
Takes that day’s tips from the tills and the people who clocked in, then splits them by the way you pick.
| Day | Store | Tips | Kept by the house | Shared | People | Status | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Add a way of sharing
| Name | Store | Split | House keeps | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Email / SMS Templates
{{placeholder}} renderingNew / update template (UPSERT by key+lang+channel)
| Key | Name | Channel | Lang | v | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Render preview
Subscription Plans
Add plan
| Name | Period | Price | Trial | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Start subscription
| Customer | Plan | Status | Next billing | Auto-renew | |
|---|---|---|---|---|---|
| Loading… | |||||
| Customer | Plan | Status | Next billing |
|---|---|---|---|
| Loading… | |||
Loyalty Referral Programs
Add program
| Name | Referrer | Referee | Min spend | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Mint code
Lookup by referrer
| Code | Program | Redeemed | Created |
|---|---|---|---|
| Enter ID… | |||
| Code | Referrer | Referee | Spend | Referrer paid | Referee paid | Redeemed |
|---|---|---|---|---|---|---|
| Enter program… | ||||||
Speed of service
By kitchen screen
The target is each screen’s red time. Change it in Kitchen › Cook times — the kitchen screens and this page use the same number.
| Screen | Tickets done | Average | Target (red) | Over target | Open now | Open and late |
|---|---|---|---|---|---|---|
| Loading… | ||||||
GDPR / Privacy Requests
| Customer | Kind | Status | Requested | Due by | |
|---|---|---|---|---|---|
| Loading… | |||||
POS i18n Strings
Add / update language
| Code | Name | RTL | Default | Active | |
|---|---|---|---|---|---|
| Loading… | |||||
Add / update string
| Key | Value | Context | Updated | |
|---|---|---|---|---|
| Choose language… | ||||
Receipt Templates
Add / update template
| Name | Channel | Width | Default | Active | v | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Customer Preferences
Compliance lookup — customers allergic to:
Equipment Maintenance
| Asset | Store | Task | Next due | Days left | |
|---|---|---|---|---|---|
| Loading… | |||||
Add asset
| Asset | Kind | Store | Make/Model | Serial | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add schedule
| Asset | Task | Interval | Last done | Next due | |
|---|---|---|---|---|---|
| Loading… | |||||
Staff Training
| Module | Employee | Due | Status | Attempts |
|---|---|---|---|---|
| Loading… | ||||
Add module
| Name | Kind | Duration | Pass score | Active | |
|---|---|---|---|---|---|
| Loading… | |||||
| Module | Status | Due | Started | Score | Attempts | |
|---|---|---|---|---|---|---|
| Enter employee ID… | ||||||
Shift Handover
| Till | Opened | By | Float | |
|---|---|---|---|---|
| Loading… | ||||
| Till | Opened | Closed | Over / short | Signed off |
|---|---|---|---|---|
| Loading… | ||||
| Opened | Closed | Till | Float | Counted | Over / short |
|---|---|---|---|---|---|
| Loading… | |||||
Catering & Events
| Date | Event | Customer | Guests | Quote | Paid | Status | |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
| Date | Event | Customer | Guests | Status |
|---|---|---|---|---|
| Loading… | ||||
Curbside Pickup
| Arrived | Customer | Vehicle | Stall | Geofence | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add geofence
| Name | Store | Lat/Lng | Radius | Stalls | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Corporate Accounts
Add account
| Name | Credit limit | Outstanding | Discount | Status | |
|---|---|---|---|---|---|
| Loading… | |||||
Generate invoice
| Invoice # | Account | Period | Total | Paid | Status | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
| Invoice | Account | Due | Total | Paid | Outstanding |
|---|---|---|---|---|---|
| Loading… | |||||
Station load
Right now
Open tickets on each screen against how many it can take. Share the load: when two or more screens of the same kind share, the kitchen sends the next ticket to the one with the fewest open tickets.
| Screen | Kind | Open tickets | How busy | Past red | Oldest | Can take | Share the load |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Gift Card Lifecycle
Issue new card
| Code | Balance | Initial | Status | Expires | Recipient | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Lookup & movement
Reservation Booking
| When | Party | Size | Table | Deposit | Status | Phone | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
New reservation
Vendor Invoices
| Number | Vendor | Date | Due | Total | Paid | Outstanding | Status | 3-way |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Aging summary
New invoice
Promotions
Stock counts
Payroll Runs
| Period | Pay date | Kind | Status | Employees | Gross | Tax | Net | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
New payroll run
GST
How prices show
Australian menus show prices with GST included. Change this only if your prices are set before GST.
GST-free items
Tick an item to make it GST-free (for example bottled water). Every size of it follows. The tills, kiosks and tax invoices use it the next time they load the menu.
| Item | Category | Price | GST |
|---|---|---|---|
| Loading… | |||
Food safety temperatures
| Recorded | Asset | Kind | Temp °C | In range | Severity | Resolved |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Log a reading
Food Safety Certs
| Employee | Kind | Issuer | Issued | Expires | Status | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Register cert
Expiring soon
Cash Drops
Record a drop
| When | Drawer | Amount | When in the day | Envelope | By | Witness |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Petty Cash
Pay out or top up
| Tin | Used for | In the tin | Kept by | Status | Last counted |
|---|---|---|---|---|---|
| Loading… | |||||
Add a tin
Bank Deposits
New deposit
| Date | Slip | Account | Amount | Where it is | Courier | Bank counted | Difference | Next step |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Notification Campaigns
| Name | Channel | Status | Schedule | Planned | Sent | Open % | Click % | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
New campaign
Customer Segments
| Name | Kind | Members | Last recomputed | Status | Actions |
|---|---|---|---|---|---|
| Loading… | |||||
New segment
Feedback Tickets
| When | Subject | Severity | Status | Assigned | SLA | CSAT | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
New ticket
Social Mentions
| Posted | Source | Handle | Stars | Sentiment | Body | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Asset Tags
| Tag # | Asset | Kind | Store | Location | Last seen | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Register tag
Record scan
Occupancy Costs
| Store | Kind | Vendor | Period | Amount | Effective |
|---|---|---|---|---|---|
| Loading… | |||||
New cost
Generate scheduled payments
Insurance Claims
| Incident | Kind | Insurer | External # | Claimed | Approved | Paid | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
File claim
Franchisee Royalty Runs
| Period | Franchisee | Gross sales | Royalty | Marketing | Tech | Total due | Outstanding | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||
New royalty run
Energy
| Store | Kind | Serial | Unit | Tariff (¢/unit) | Provider | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Register meter
Price Lists
| Vendor | List name | Effective | Currency | Status | Source |
|---|---|---|---|---|---|
| Loading… | |||||
Effective price lookup
New price list
Vendor Contracts
| Vendor | Number | Kind | End date | Value | Auto-renew | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
New contract
RFQs
| Title | Category | Due | Expected $ | Status | Awarded to | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New RFQ
Approvals
Alerts on my phone
Command Center on this phone
Checking…
Alerts on this phone
Checking…
What to tell me about
Which stores
Quiet hours
Anything else waits until quiet hours end — and is not sent at all if it was sorted out in the meantime.
How to reach me
My phones and computers
What was sent to me
Change Requests
| Title | Kind | Priority | Status | Requester | Effective | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New change request
Tasks
| Title | Kind | Assigned | Due | Priority | Status | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New task
Checklist Templates
| Name | Kind | Frequency | Est min | Status |
|---|---|---|---|---|
| Loading… | ||||
New template
Printer Status
| Printer | Store | Online | Paper | Cover | Cutter | Pending | Failed | Last seen |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Scanner Devices
| Store | Terminal | Kind | Interface | Vendor | Model | Serial | Status | Last seen |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Register device
Network Probes
| Store | Label | Address | Kind | Interval | Status |
|---|---|---|---|---|---|
| Loading… | |||||
New probe
Print Queue
| Printer | Kind | Format | Priority | Status | Attempts | Last error | Queued | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Device Firmware
| Device | Kind | Vendor | Model | Current | Target | Status | Actions |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Packaging Compliance
| Name | Kind | Material | Recyclable | Compostable | SUP | Weight g | Cost | Status |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Register packaging item
Accessibility Audits
| Date | Store | Framework | Auditor | Pass | Fail | Score | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Start audit
Privacy Consent
Customer consents
Grant / revoke
Mobile Sessions
| Started | Customer | Device | Platform | Version | Duration | Screens | Actions | Source |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Push Notification Tokens
| Customer | Device | Platform | Provider | Topics | Status | Last used |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Feature Flags
| Key | Description | Kind | Default | Rollout % | Status |
|---|---|---|---|---|---|
| Loading… | |||||
New flag
Resolve flag
App Crashes
| Signature | Platform | App version | Exception | Occurrences | Users | Last seen | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Delivery Drivers
| Name | Vehicle | Phone | Status | Rating | Last seen | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Register driver
Delivery Routes
| Planned | Store | Driver | Status | Distance | Duration | Stops | Done | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
New route
Delivery Assignments
| Order | Customer | Address | Distance | Total $ | Tip | Driver | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
New assignment
Delivery Zones
| Zone | Store | Kind | Center | Radius | Surcharge | Min order | Priority |
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Resolve location
New zone
Surveys / NPS
| Name | Kind | Trigger | Responses | Avg score | Status | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New survey
Customer Notes
Customer lookup
New note
Review Incentives
| Program | Trigger | Platform | Reward | Min score | Budget used | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
New program
KPI Targets
| Goal | Store | How often | Target | Last actual (recorded) | How it’s doing | Recorded |
|---|
New target
Store benchmarks
Executive Dashboards
| Name | Audience | Layout | Widgets | Views | Status |
|---|
New dashboard
Scheduled Reports
| Name | Kind | Cron | Format | Delivery | Next Run | Last Status | Status |
|---|
New schedule
Data Exports
| Kind | Format | Range | Rows | Size | Downloads | Status | Requested |
|---|
Queue export
Loss Prevention Rules
| Rule | Kind | Severity | Threshold | Window | Triggers | Subst. | FP | Status |
|---|
New rule
Bank Accounts
| Label | Kind | Bank | Last 4 | Currency | Opening | Current | Last Reconciled | Status | Actions |
|---|
Register account
Bank Reconciliations
| Period | Account | Statement | Book | Difference | M / U / D / I | Status | Actions |
|---|
Start reconciliation
Chart of Accounts
| Code | Name | Kind | Subkind | Postable | Normal | YTD | Status |
|---|
New account
Journal Entries
| Date | Number | Description | Source | Debit | Credit | Lines | Status | Actions |
|---|
New draft entry
Customer Credit
| Customer | Limit | Outstanding | Available | Terms | Cycle | Hold | Last Reviewed | Actions |
|---|
Set credit terms
AR Invoices
| Number | Customer | Invoice Date | Due | Total | Paid | Balance | Status | Actions |
|---|
New invoice
AR Payments
| Number | Customer | Date | Amount | Allocated | Unallocated | Method | Status | Actions |
|---|
Record payment
Collections
| Customer | Trigger | Outstanding | Stage | Actions | Last | Next Due | Assigned | Status | Ops |
|---|
Open case
Fixed Assets
| Code | Name | Class | Store | Cost | Accum. | Book Value | Method | Status | Actions |
|---|
Register asset
Depreciation Schedules
| Period | Asset | Opening | Depreciation | Accumulated | Closing | Status | Actions |
|---|
Generate / Post
Asset Maintenance
| Asset | Kind | Scheduled | Performed | Cost | Downtime | Next Due | Status | Actions |
|---|
Schedule maintenance
Asset Disposals
| Asset | Date | Method | Proceeds | Book Value | Gain/Loss | Status | Actions |
|---|
Propose disposal
Capex Projects
| Code | Name | Kind | Budget | Committed | Spent | Remaining | Priority | Status | Actions |
|---|
New project
Currencies
| ISO | Numeric | Name | Symbol | Decimals | Base | Active | Countries | Actions |
|---|
Register currency
FX Rates
| Date | Pair | Bid | Ask | Mid | Spread | Source |
|---|
Record rate
Currency Conversion
Convert
Recent history
| When | Pair | Source amt | Target amt | Rate | Purpose |
|---|
Inventory Adjustments
| Counted | Store | SKU | Kind | Expected | Actual | Delta | Value Impact | Status | Actions |
|---|
New adjustment
AP Payments
| Number | Vendor | Date | Amount | Allocated | Unallocated | Method | Status | Actions |
|---|
New payment
AP Payment Runs
| Run # | Run Date | Pay Date | Method | Format | Lines | Total | Status | Actions |
|---|
New run
Service Tickets
| # | Customer | Kind | Priority | Title | Tech | SLA | Status | Actions |
|---|
New ticket
Field Service Visits
| Ticket | Visit # | Tech | Scheduled | Arrived | Departed | Duration | Outcome | Actions |
|---|
Schedule visit
Service Parts
| Used | Ticket | SKU | Qty | Cost | Price | Margin | Cover |
|---|
Log part used
Service Contracts
| # | Customer | Tier | Period | Value | Visits used | Parts used | Status | Actions |
|---|
Register contract
SLA Breaches
| Detected | Ticket | Kind | Severity | Target | Minutes Late | Penalty | Status | Actions |
|---|
Email Templates
| Name | Channel | Subject | Lang | Category | Version | Status | Actions |
|---|
New template
Drip Sequences
| Name | Trigger | Steps | Active | Completed | Conv | Conv % | Status | Actions |
|---|
New sequence
Customer Journeys
| Sequence | Customer | Started | Steps Done | Next Action | Status | Conversion | Actions |
|---|
Enrol customer
Subscription Plans
| Code | Name | Kind | Cycle | Price | Active | Paused | Revenue | Status | Actions |
|---|
New plan
Customer Subscriptions
| Customer | Plan | Started | Cycles | Paid | LTV | Next Delivery | Status | Actions |
|---|
Enrol customer
Subscription Deliveries
| Date | Sub | Cycle | Total | Fulfilment | Tracking | Status | Rating | Actions |
|---|
Subscription Pauses
| Subscription | Kind | Paused | Resume On | Resumed | Reason |
|---|
Subscription Billing Runs
| Billed | Subscription | Cycle | Amount | Attempt | Status | Next Retry | Error | Actions |
|---|
Events
| Code | Name | Kind | Start | Cap | Sold | Fill% | Check-in% | Status | Actions |
|---|
Ticket Types
| Code | Name | Price | Fee | Avail | Sold | Remain | Status | Actions |
|---|
Tickets
| Number | Event | Buyer | Total | Channel | Status | Used At | Actions |
|---|
Attendees
| Name | RSVP | Dietary | Access | Age✓ | VIP | Table | Actions |
|---|
Event Check-ins
| When | Event | Ticket | Gate | Kind | Outcome | By |
|---|
Reservations
| Code | Guest | Phone | Party | Time | Table | Source | Status | Actions |
|---|
Waitlist
| Guest | Phone | Party | Quoted | Actual | Variance | Notify | Status | Actions |
|---|
Table Holds
| Hold ID | Table | Time | Duration | Session | Expires | Status | Actions |
|---|
Reservation Deposits
| Reservation | Kind | Amount | Refund | Net | Method | Charged | Status | Actions |
|---|
Recipes
| Code | Name | Category | Yield | Serves | Time | Cur v | Pub v | Target% | Actual% | Status | Actions |
|---|
Recipe Versions
| Recipe | v | Ingred Cost | Pkg | Labour | Total | State | Approved By | Actions |
|---|
Recipe Ingredients
| # | Ingredient | Qty | Unit | Unit Cost | Line Cost | Yield% | Prep | Flags | Actions |
|---|
Nutrition Panel
Allergen Declarations
| Kind | Presence | Source | Cert Ref | Notes | Declared | Actions |
|---|
R&D Pipeline
| Recipe | v | Cost | Created By | In Queue | Actions |
|---|
Product Returns
| Code | Customer | Kind | Lines | Subtotal | Total | Status | Refunded | Actions |
|---|
Return Lines
| # | Item | SKU | Qty | Unit | Line Refund | Condition | Disposition | Serial/Lot | Actions |
|---|
Vendor RMAs
| Code | Vendor | Vendor Ref | Reason | Lines | Expected | Actual | Variance | Tracking | Status | Actions |
|---|
Warranty Claims
| Code | Customer | Item | Serial | Purchased | In Warr | Resolution | Amount | Vendor RMA | Status | Actions |
|---|
Return Inspections
| When | By | Return | Line | Claim | Condition | Disposition | Value | Notes |
|---|
Cycle Count Sessions
| Code | Store | Kind | Started | Exp | Cnt | Var | Prog% | Acc% | Var $ | Status | Actions |
|---|
Cycle Count Lines
| Item | SKU | Expected | Counted | Variance | Var $ | Status | By | Actions |
|---|
Stocktake Sessions
| Code | Store | Kind | Period | Exp | Cnt | Var | Shrink $ | Gain $ | Net $ | Status | Actions |
|---|
Recount Requests
| Item | Source | Expected | 1st | 2nd | 3rd | Final | Outcome | Reason | Actions |
|---|
Employee Onboarding
| Employee | Hire | Role | Steps | Done | Prog% | Days | Status | Actions |
|---|
Onboarding Step Templates
| Role | Step | Name | Kind | Sort | Due | Req | Doc | Sig | Status | Actions |
|---|
Employee Documents
| Employee | Kind | Label | Issued | Expires | Days | Verified By | Status | Actions |
|---|
Production Orders
| Code | Comm | Product | Target | Made | Short | Compl% | Pri | Due | Status | Actions |
|---|
Production Runs
| Code | Order | Lot | Started | Min | Yield% | QC | Status | Actions |
|---|
Run Outputs
| Label | Qty | Unit | Unit Cost | Total | Lot | Expires | Pack | Actions |
|---|
Run Consumption
| Item | Label | Planned | Actual | Var | Unit | Cost | Total | Lot | Actions |
|---|
Production Distribution
| From | To | Qty | Unit | Shipped | Delivered | Received | Var | Tracking | Status | Actions |
|---|
Expense Categories
| Code | Name | Kind | GL | Tax | GST% | Receipt $ | FBT | Status | Actions |
|---|
Expense Reports
| Code | Employee | Period | Lines | Total | Approved | Reimb | Pending | Status | Actions |
|---|
Expense Lines
| # | Date | Vendor | Description | Amount | GST | Gross | AUD | State | Actions |
|---|
Expense Approvals
| When | Report | Step | Role | By | Action | Comment | Amount |
|---|
Reimbursements
| Report | Employee | Amount | Method | Ref | Paid At | JE | Status | Actions |
|---|
Tax Lodgements
| Code | Kind | Period | Due | Payable | Paid | Balance | Status | Actions |
|---|---|---|---|---|---|---|---|---|
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Lodgement Lines
| Code | Label | Kind | Amount | Rate% | Count | Source Acct | Override | Sort | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Tax Obligations
| Code | Kind | Period | Due | Days | Amount | Outstanding | Status | Pri | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Tax Payments
| Code | Method | Amount | AUD | Date | Bank Ref | Receipt | Status | Recon | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Peer / 360 Feedback
| When | Review | Employee | Kind | From | Anon | Rating | WWA | Status | Hours | Shared | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
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