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Fitbiz orders heatmap

Overview

  • Interpret the Fitbiz orders heatmap
  • Keep track of your daily orders processing trends by time of the day with a heatmap view
  • Darker shades represent times of day with a higher orders volume and lighter shades show when there were fewer orders processed

Available insights

  • Volume of orders by time of the day (Hourly)

Available filters

  • Day - Week - Month
  • Venue/Location
  • App sources

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 18, 2021

Fitbiz revenues

Overview

  • Interpret the Fitbiz revenue view
  • Your total gross revenue today vs yesterday

Available insights

  • Sales revenue (Today)
  • Sales revenue (yesterday)

Available filters

  • Day - Week - Month
  • Venue/Location
  • App sources

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 18, 2021

Fitbiz heartbeat industry score

Overview

  • Interpret the Fitbiz heartbeat industry score

How it works

Your real-time industry benchmark score. This view will help you keep the finger on the pulse of your buisness' real time performance.

Laura Tien August 17, 2021

Fitbiz stretch goals

Overview

  • Interpret the Fitbiz stretch goals
  • Close your daily rings by focusing on the key drivers of your business
  • Check in to keep track of your progress in real time

Available insights

  • Sales revenue (Today)
  • Sales revenue (yesterday)

Available filters

  • Day - Week - Month
  • Venue/Location

Insights drill down

Tap the view to enter the drill down view

Laura Tien August 17, 2021

Fitbiz average transaction value

Overview

  • Interpret the Fitbiz average transaction value
  • Keep track of the average value of your revenue for each processed order

Available insights

  • Average sales transaction value

Available filters

  • Day - Week - Month
  • Venue/Location
  • App sources

Insights drill down

Tap the view to enter the drill down view

Laura Tien July 20, 2021

COGS – Manual journal format

Overview

  • Understand the behaviour of the integration for Cost of goods sold (COGS) data sync.

How it works

The integration sums up all the products’ cost for the orders sold on the day. This amount will be synced as a manual journal, which will include two line items:

Laura Tien July 14, 2021

Change invoice contact

Overview

  • Default invoice contact name for daily sales summary invoice
  • Customise the invoice contact name

How it works

  • Summarise into One Invoice format gives you the option to rename the invoice contact name.
  • Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.

Customise the Invoice Contact Name

Change the contact name by selecting Summarise into One Invoice option.

Laura Tien June 07, 2021

Location settings

Overview

  • Default invoice contact name for daily sales summary invoice
  • Customise the invoice contact name

How it works

  • Summarise into One Invoice format gives you the option to rename the invoice contact name.
  • Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.

Customise the Invoice Contact Name

Change the contact name by selecting Summarise into One Invoice option.

Laura Tien June 07, 2021

Transaction type mapping for Square + Xero integration

Overview

  • The integration has a default set of accounts that are automatically created and mapped using the Express Setup.
  • You may customise the mapping and map existing Xero accounts using the Advanced Setup.

How it works

Proceeding with Express Setup, the integration will automatically create and map the following default set of accounts to the Square transaction types.

Laura Tien June 07, 2021

Setting up tracking categories with Square + Xero integration

Overview

  • Automatically sync tracking categories in Xero based on location, product, or category.

How it works

Set up the tracking categories in Xero to make them available for mapping.

Laura Tien June 07, 2021