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 | ||
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 | ||
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 | ||
WEEKLY or VARIES | Ordering |