Reports Dashboard - Discounts

🎯 Objective

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

🤔 Assumptions

quản lý danh những ticket có discount

🌟 Milestones

Cho phép view, export to excel, export to pdf, in được trên khổ giấy A4 ngang, send email file pdf, excel

🗒️ 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:

A. 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))*100%.

B. By Server: Display a list of discount performed by server submit ticket.

• Server: List out all employee who performed discount in ticket + Ticket Count: Total tickets which apply discount
• Order count: Đếm tất cả những ticket có discount
• Item & Modifier Count: Total item & modifier of orders which apply discount (lưu ý ticket per item)
• Total Discount Items Amount: Total discount amount theo server

C. By Approvers: list những user Approver discount (server không có quyền discount mà chỉ cho được discount đối với manager)

• Approver: nếu user có quyền discount thì Server = Approver
• - Nếu user không có quyền discount thì Approver là user mượn quyền or user add discount)
• Ticket count: đếm những ticket có discount
• Item & Modifier Count: Total item & modifier of orders which apply discount (lưu ý ticket per item)
• Discount amount: Tổng số tiền được discount theo từng user approver
• + Percent of Total Sales: (Total discount amount/Total Net sales amount (excluded Discount amount))*100

D. By Item Types:

• Item Type: get Item type name trong BO --> Products --> Details: Item type

• Ticket count: đếm những ticket có discount
• Item & Modifier Count: Total item & modifier of orders which apply discount
• Discount amount: Total discount amount theo từng Item types
• Percent of Total Sales: (Total discount amount/Total Net sales amount (excluded Discount amount))*100%.

E. All Discounted Orders: Display all orders which have discount.

• Ticket #: ticket number
• Order#: transaction 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: Display 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.