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Day In The Life v1 10.19

Overview

This document provides an overview of the standard operating procedures typically involved in the day in the life of a manager using the RetailKey Pantry solution.

Intended Audience

The intended audience for this document include:

  • General Manager 

  • Assistant General Manager

Operating Procedures

Frequency

Task

Report / Location

Knowledge-Based Article Help

Secondary Knowledge-Based Article Help

DAILY

Verify that POS completed NA and is CBD- All properties who opt for auto/na will receive an automated email if it failed

This can be checked on the POS APP, or the Administration  V2 dashboard

Close Business Day Manually

DAILY

Verify reports ( through report scheduler these can be auto-emailed)

End of Day- if the property is not using night audit roll-up Final Audit- If the property has night audit roll-up turned on and clerk activity report on PEP

Accessing RetailKey Administration

Accessing Reports

DAILY

Verify all cash drops and complete your bank deposit

End of Day report

DAILY

If any concerns with discounts and refunds

Discount Activity report

DAILY

To review shift details by cashier 

Shift Summary

DAILY

Check that the house account is balanced on PEP

This is for properties that are using night audit roll up, any concerns email your CSL, House account report

DAILY

Check that all CTR ( charge to room) payments were posted

Payment Activity Report from the previous day, from the individual POS outlet

WEEKLY (optional)

Check what items are selling the most frequent

Item Sales Report, Item Sales by Menu, Sales Activity

WEEKLY or MONTHLY

Verify inventory, a suggestion to have a night auditor do the count at night

Inventory is to be updated through adjusted inventory, under the stock management tab on the web app or on the manager app, counting night auditor can use the daily stock inventory report. No movement report can also be utilized for a snapshot of what items are not selling

Update Inventory

WEEKLY or VARIES

Ordering

Predictive Ordering

Create a Purchase Order

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