Reports Dashboard - Discounts

🎯 Objective

Provide context on this project and explain how it fits into your organization’s strategic goals.

🤔 Assumptions

List any assumptions you have about your users, technical constraints, or business goals.

🌟 Milestones

Create a visual road-map and help your team stay on track.

🗒️ Requirements

Check all discount such as: + Discount by store + Discount by category + Discount by customer / price level + Discount %/ amount by ticket + Discount % / amount per items

⚡ API Integration

🎨 User interaction and design

A report to show discount information.

Display 3 sections: - By Reasons: Display a list of discount reason. + Reason: List out all reason from Ordering online (apply coupon) and POS (choose discount reason) + Ticket Count: Total tickets which apply discount + Item & Modifier Count: Total item & modifier of orders which apply discount + Discount Amount: Total discount amount + Profitability: Net amount of all tickets where applied discount. (Note by Hoang An: đã confirm cho phép duplicate profitability nếu discount ticket’s items với nhiều reason) + Percent of Total Sales: Total discount amount/Total Net sales amount (excluded Discount amount). - By Employees: Display a list of discount performed by employee. + Employee: List out all employee who performed discount in ticket + Ticket Count: Total tickets which apply discount + Item & Modifier Count: Total item & modifier of orders which apply discount + Discount Amount: Total discount amount + Percent of Total Sales: Total discount amount/Total Net sales amount (excluded Discount amount). - All Discounted Orders: Display all orders which have discount. + Order#: Order ID of the ticket + Opened Date: Order date & payment successful + Server: Display server which have discount activity + Approver: Display employee who handle the order with payment successful and have discount activity + Table: Display table when dine in + Reason: Discount reason selected from POS or apply Coupon on Online Ordering + Item: Dislay item which applied discount + Discount Amount: Item amount/Modifier amount * Subtotal / Total discount amount

User can also filter time period to view data and using export excel function.

[7-Jun-2024] Release Show Discounts by Item Type

❓️ Open Questions

⚠️ Out of Scope

List the features discussed which are out of scope or might be revisited in a later release.