Overview
Category performance and menu engineering basics is a common workflow in TillTech. This guide covers the recommended setup path and the checks that help you avoid mistakes.
Before You Start
- Sales data recorded (at least a test sale)
- Correct tax settings
- Staff permissions for reporting
Recommended Steps
- Choose the date range and location(s) you want to analyse.
- Start with the summary metrics, then drill into categories/products.
- Review refunds/voids and discounts for anomalies.
- Export CSV if finance needs reconciliation.
- Save your reporting routine (daily/weekly/monthly) so it stays consistent.
Best Practices
- Make one small change at a time and validate the result.
- Test the full flow end-to-end before rolling out to staff.
- Keep permissions tight: give access only to people who need it.
- Use consistent naming for products, categories, and locations.
Troubleshooting
- If a setting appears not to apply, confirm you are editing the correct location/workspace.
- If reports don’t match expectations, verify time zone and tax settings first.
- If devices aren’t syncing, check network connectivity and re-authenticate where applicable.