To analyze the number of orders from each delivery service, track franchise turnover, and royalty payments, you can view reports based on payment methods in all locations of your franchise through your Connect account.
In Poster, there are three basic payment methods for orders: cash, card, and gift card. You and your franchisees can add an unlimited number of additional payment methods.
Creating an extra Payment Method
To add a payment method for a franchise chain in Connect account:
Go the Settings → Orders tab in your Connect account's management console.
Select Payment methods and click Add.
Enter a payment method name that will appear on receipts. For example, "Delivery Service X."
To display the payment method on the POS, select Yes next to Display on the POS.
Select a Payment type. For example Cashless.
Enter the Service fee charged by the bank or delivery service in each location.
Click Save.
💡 Franchisees can create their own additional payment methods and close orders with them. Monitor payment method reports to see the revenue of such payment methods.
Using extra Payment method at the POS register
To have cashiers process orders on the POS that have already been paid by card on the delivery service website:
In the open order on the POS register, click Pay.
Select the payment method or click on ••• to find the additional payment method in the list. For example, "Delivery Service X."
Click Pay.
Now, your Point of Sale staff can quickly check the total sales at the end of their shift and keep track of the location revenue. Meanwhile, you can find out the number of orders brought in by each delivery service to decide which ones to continue collaborating with.
Viewing Payment Method Reports in the Connect Account
☝️ The franchise reports in the Connect account are updated every hour.
To analyze popular payment methods:
Go to the Reports → Sales tab in your Connect account's management console.
Click the calendar at the top right and select the reporting period.
Select a Day, Week, or Month in the Revenue section to generate a sales chart for that period.
In the Payment methods section, review the most frequently used methods.
Switch to the Reports → Locations tab and click on a location from the list.
Click the calendar at the top right and choose the reporting period.
Review the popular payment methods in the Payment methods section, along with the revenue and number of receipts for each method.
To track reports for the franchisee's custom payment methods:
Go to the Reports → Payments tab in your Connect account's management console.
Click the calendar at the top right and select the reporting period.
Choose the location and payment methods you wish to analyze.
Review the amounts for each payment method for each day the location served customers, along with the total amount by cash, card, gift cards, bonuses, or additional payment methods.
Click on the column header to sort the data as desired.
☝️ Reports → Payments analytics become available with the paid "Menu" extension. Contact our customer support to change the pricing plan for your Connect account and monitor reports for customers, categories, receipts, products, and view ABC analysis.
To increase the sales volumes of each franchise, set up the franchise loyalty programs and set the maximum possible percentage of orders payable with bonuses.
Feel free to contact our customer support if you have any questions or concerns. We're available in chat @joinposter.com and email contact@joinposter.com
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