Web App
Exclude/Include Specific Categories and Products
Last Updated: November 13, 20251. Go to the side bar and click “Customers” 2. Click “Rewards” 3. Click on an existing reward program, or make a new program and apply what you see in the next steps. 4. Step 1 Choose what “Category IDS” you want to include in the rewards program, if left blank, every category will be...
Creating a Loyalty Customer Rewards Program
Last Updated: November 13, 20251. Go to the sidebar and Click “Customers” 2. Go to the upper right corner and click “Rewards” 3. Go to the upper right screen and click “New Reward Program” 4. Step 1 Add the name of the rewards program Step 2 Choose whether to add “Customer Groups” or whether you will be “Exclude Customer...
Sales by Parent Category Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports categorized by parent category, allowing users to understand what is being sold from each category 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Sales by parent category” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies Click...
Tip Amount Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports focused on tip amounts, this report will give a complete breakdown of the tip amounts entered into the system. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Tip amount” + “Period Type + choice of location/employee 4. Choose “Period Type”...
Time Range Tips Report
Last Updated: November 13, 2025This guide provides essential insights on generating a tip report within a given time range. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Tips” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies Click “Get Report”
Time Range Tender Types Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed sales reports based on specific time ranges and tender types. Tender types for example would be Cash/Credit/Debit/Check/Gift Cards ETC 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Tender Types” 4. Filter with Location, Employee, Period Type, Start/End Date if it applies...
Time Range Sales Report
Last Updated: November 13, 20251. Click “Reports” on the sidebar 2. Click “Reports” 3. Click “Sales Reports” 4. Select “Time-range Sales” 5. Filter with Location, Employee, Period Type, Start/End Date if it applies Click “Get Report” 6. To download the report Click CSV, Excel, PDF or “COPY” to clipboard
Time Range Category Sales Report
Last Updated: November 13, 2025This guide provides a straightforward method for generating detailed Time Range Category Sales Reports, allowing users to analyze what sales have occured during specific time range just for categories. 1. Click “Reports” on the sidebar 2. Click “Sales Reports” 3. Select “Time-range Category Sales” 4. Filter with Location, Employee, Period Type, Start/End Date if it...
Tender Types Tax Report
Last Updated: November 13, 2025This guide provides a straightforward approach to generating Tender Type Tax Reports, essential for analyzing what the taxes are for the different tender types have been used. 1. Navigate to the sidebar and click “Reports” 2. Click “Sales Reports” 3. Select “Tender Type Tax Report” , Day/week/month (see final screenshot on this tutorial) 4. Select...
Tender Types Report
Last Updated: November 13, 20251. Navigate to rfsm.acadiapos.comfor Restaurant or for Retail go tomanage.acadiapos.com 2. Click “Sales Reports” 3. Select the “Tender types report” option. 4. Choose the period type 5. Choose a start/end day if its a day report. If another period type, choose accordingly 6. Click “Get report” 7. Day report example 8. Or do a yearly...