Overview

The Moneris Go Restaurant portal is the tool you will use to monitor your business and to perform administrative tasks (in addition to setting up your menus).

In this chapter, you will learn how to:

• sign in and out of the portal
• view the sales dashboard 
• reset a password for staff
• review transactions
• manage reports
  • generate reports
  • download reports

Signing in and out of the portal

Signing in and out of the portal

Sign in to the portal

Follow the directions below to sign in to the Moneris Go Restaurant portal on a PC, laptop, or Mac.

1. Launch your preferred Internet browser. 
2. Go to monerisgorestaurant.com. The sign in screen appears.
   
3. Enter the email that you used to create your Moneris account into the Email field.
4. Enter your password into the Password field.
5. Click the Sign in button. The email verification screen appears.
   

   Note: This prompt may not appear every time you sign in to the portal. If the prompt does not appear, the portal will immediately launch to the Dashboard screen described below.

    
   
6. Open your email program and look for a message from “Moneris Go Restaurant Team” to obtain the six-digit verification code.
7. Return to the verification screen, enter the six-digit verification code, and click the Continue button. The landing page of the Go Restaurant portal appears, with the Dashboard screen visible.
   

Sign out of the portal

1. Click your user icon in the top right corner of the portal screen.
2. On the user menu, click Logout. You are signed out and the sign in screen reappears.
   

Resetting your password

If you forget your password for the portal, or you simply want to change your password, follow these steps.

1. At the sign in screen, click Forgot password?
2. When prompted, enter the email address you use to sign in and click Send. The portal will send you an email message containing a link which you can use to change your password.
3. Locate the email message and click on the link.
4. Use the password reset form to set a new password. The new password must match all requirements shown on screen.
   

Reset a portal password

Reset a portal password

In the event that you forget your password to access the portal, or you wish to change it, follow the instructions below to reset your portal password.

1. At the portal’s sign in screen, click Forgot password?. The Update password popup appears.
   
2. Click inside the Email field and enter the email address associated with your employee profile, then click the Send button. A password recovery email is sent to you.
3. Open your email program, locate the message from Moneris Go Restaurant, and follow the instructions to reset your password.
4. Sign in to the portal with your email address and new password.

Review transactions

Review transactions

It is possible to review transaction details in the portal using the Transactions screen. Use this information to see a breakdown of the transaction date & time, the order type, payment method, amount paid, how the bill was split, and a list of every item on the bill and prices charged for the items. You can even use this screen to reprint the bill if needed.

In this topic, you'll learn how to:

• Access the Transactions screen 
• Use filters to search for transactions
• View transactions

Access the Transactions screen

Follow the instructions below to access the screen so that you can review transactions. 

1. From the portal’s main menu, click Transactions. The Transactions screen appears showing filters for sales transactions.
   

Use filters to search for transactions

There are several filters to assist you when searching for transactions including:

• Date rangeselector
• Order typeselector
• Employee selector
• Hawkeye

These filters are described in the following sections. 

Use the date selector

The date selector features a calendar that displays with the current month and the last month by default. There are also preset selection options on the right side of the calendar. Access this date selector by clicking inside the From – To field in the Transactions screen.

Navigate the calendar

Use these tips to navigate the on-screen calendar:

• You can use the < and > icons beside the month to go backwards and forwards one month at a time. 
• You can click the month at the top of each calendar and select a year from the drop-down list that appears.

Select a single date

To search for transactions on a single date, use one of these options:

• Click on a single date in the calendar. 
• Click the Today option in the list of presets on the right side of the screen.

Select a date range

Follow the instructions below to select a date range for transactions. 

1. In the calendar navigate to the month in which you wish to search. 
2. Click on the starting date for your search. A blue circle will appear on your starting date.
3. Click on the date on which you wish to end. Another blue circle will appear around the end date. In our example here, note that we are searching from January 1 to January 3. 
   
4. Click the Apply button.

Select a preset

The presets along the right side of the calendar are also available to help you quickly set a date range for your transaction search. Simply choose an option, then click the Apply button. Note: These presets operate as of today's system date, so if today is April 29, 2024, then "Yesterday" would be considered to be April 28, and "This month" would be April 2024, and Last month would be considered March 2024, etc.

Reset the dates

The date range you have selected appears in the bottom left corner of the calendar tool. Click on the X to reset the dates and begin a new search. 

Filter by order type

If you wish to search for transactions based on order type, you can use the Order type drop-down menu. You can search one or more order types by checking the boxes beside each one that you want to search; the unchecked boxes will be excluded from your search. As you check the boxes, the screen updates in real-time.  In our example here, we will be viewing transactions that came from Takeout only.

Use the Hawkeye feature

The Hawkeye feature enables you to monitor potentially suspicious transactions. It flags transactions by colour coding them red, yellow, or green. Click the toggle to enable or disable the feature. The number inside of the circle indicates the number of transactions flagged. You can click on the coloured circle to see which transactions were flagged. The table below explains the colour codes.

View transactions

The transactions that match your search appear in a list in the lower half of the screen. The list is dynamic, meaning that as you change criteria above, like the date range or order type, the results in the list update immediately. The results list can also be sorted by clicking the up and down arrows to sort the results in ascending or descending order.

The results in this list show the following information:

• Order number: This column displays the order number of the transaction. Each time an order is sent to the kitchen, the order number increments by 1.
• Order type: This column will display the source of the order (for example, Takeout or Eat-in). 
• Date and Time: This column displays the date and time stamp from when the order was submitted to the kitchen. 
• Bill total: This column will display the total amount of the bill.

When you click on one of the transactions in the list, a side panel appears listing the items on the bill. From here, you can print a copy of the bill (by clicking the Print bill button and selecting your printer). When finished viewing, click the X at the top, right corner to return to the Transactions screen. 

View the sales dashboard

View the sales dashboard

By default, when you logon to the portal, the Dashboard is the first screen visible to you. This dashboard presents a summary of sales information. Refer to the table below to understand the information presented in the screen.

Number	Description
1	Date selector - Similar to the date selector in the reports, this tool enables you to select custom or preset date ranges to view dashboard data.
2	Sales - This section displays a sales total (combined across all channels) within the selected date range.
3	Running sales - This section displays a summary of today's key metrics, including up to the minute sales amount.
4	Order type - This section displays net sales amounts and number of transactions broken down by the order channel for the date range.
5	Top 5 items - This section displays net sales amounts and quantities sold within the date range of your restaurant's top 5 sellers.
6	Shifts - This section displays net sales amounts and number of transactions broken down by shift for the date range.
7	Tracker - This section can be customized by you to display quantity sold and net sales amounts for the date range. You can select menu categories or individual items to display. Click the pencil icon () and use the Tracker settings side panel to check the items you wish to track.
8	Payment type - This section displays gross sales amounts and number of transactions broken down by payment type collected.

 

Managing reports

Reports overview

The portal features many reports in two broad categories: sales and employee reports.

 

List of reports available in the portal

Report	Description
Sales summary	For the date range selected, this report displays the sales by payment method, by order types, by shift (lunch shift, dinner), and by tax profile. You can see the subtotal, discounts, tax, transaction amount, and totals.
Daily sales	This report displays the sales amount for each day within the date range selected. It displays the date, subtotal of all sales, total discount amount, total amount collected from deliveries, taxes collected, total of all sales, number of transactions processed, and the average bill amount of all transactions for that particular date. You can filter the report by order type and by employee.
Item sales	This report shows sales for menu items within the date range. The items are broken down by category on the report (i.e., you will see all the desserts grouped together, all entrées together, etc). You can see the item name, quantity sold, discount amounts, taxes collected, total price, and final price (after discounts have been subtracted). This report is handy to get a sense of what menu items are ordered in what quantities. You can filter the report by item type and by employee.
Alcohol sales	This report shows the total sales of alcohol within the date range, by date. You can filter the report by order type and employee.
Modifier sales	This report lists the menu item, the modifiers (sides, toppings, etc) sold within the date range, the quantity sold, and the total sales amount. You can filter the report by item type and by employee.
Employee sales	This report lists the employees credited with sales (by being signed in to the POS app and sending orders to the kitchen) within the date range. It shows their total net sales, tips collected, and hours worked.
Groups	This report provides you the ability to customize the sales report output by allowing you to group together menu categories. For example, you may want to create a “Vegetarian” group if you want to see sales of all of your vegetarian menu options. Click the Create group button, and in the Create group side panel that appears, enter a name for the group and check the boxes for the menu categories that contain the items on which you wish to report. Note: This report is by category only; it does not separate out individual menu items.
POS reports
End of day	This page shows the end of day report for each day. Click on a particular day to view the end of day report for that day. The report shows: sales summary, open order sales, payment details, card breakdown, Other payment breakdown, sales by order type, sales by category, discounts and promotions, Total voids and refunds, a breakdown of tips by payment type, total cash sales, and total cash due.
User report	This page shows the user reports. Users include yourself and any employees for whom you have created user accounts. Click on a particular user to view their report. For each user, the report shows: sales summary, open order sales, payment details, card breakdown, Other payment breakdown, sales by order type, sales by category, discounts and promotions, Total voids and refunds, a breakdown of tips by payment type, total cash sales, and total cash due.

 

Report Settings

In the Moneris Go Restaurant portal, you can set the options related to reports. 

1. On the main menu of the portal, hover over Settings. 
2. On the sub-menu, click Reports. 
3. Under Service times, select the time at which your restaurant opens. Your reports will cover a 24-hour period starting at the opening time you selected. 
   Note: The time zone is set based on the information you provided when signing up. If the time zone is incorrect, contact Moneris. 
4. Under End of day report automation, click the toggle next to Task checklist to turn validation on or off. 
   • If the toggle is ON, the Go Restaurant POS app will walk you through the tasks required to end your day. If there are open orders, the app will prompt you to close them before proceeding. If any users are still logged into the app, it will prompt you to ask them to log out. 
   • If the toggle is OFF, the Go Restaurant POS app will complete the end of day report without prompting you to close all any open orders or asking users to log out.
     
5. Click the toggle next to Auto-resolve to turn this option on or off. 
   • If the toggle is ON, the Go Restaurant POS app will automatically resolve the tasks required to end your day after the time specified in step 6. 
   • If the toggle is OFF, the Go Restaurant POS app will not automatically resolve the tasks required to end your day after the time specified in step 6.
6. In the field Process auto-resolve after this time, select a time. After the selected time, the auto-resolve option will function if enabled. 
7. Under End of day report preferences, place a checkmark beside each element you wish to be included in the End of day / Snapshot report in the Go Restaurant POS App on your iPad. 

 

Access the reports

All of the reports are available in the Reports menu in the portal. 

To access the reports:

1. From the portal's main menu, hover over Reports. 
2. On the submenu, click a report category (Sales, POS).
3. On the navigation panel on the left side of the screen, choose an individual report.

 

Select a date range

Each report in the portal contains a dynamic date selector, which shows the current and previous month when opened. There are also preset options (for example, this week, last week, last month) on the right side of the calendar. To access the date selector, click the From - To field. Select the desired date or date range and then click Apply.

 

Navigate the calendar

Use these tips to navigate the on-screen calendar: You can use the < and > icons beside the month to go backwards and forwards one month at a time.  You can click the month at the top of each calendar and select a year from the drop-down list that appears.

 

Select a single date

To select a single date for your report:

• Click on a single date in the calendar. 
• Click the Today option in the list of presets on the right side of the screen.

 

Select a date range

Selecting a date range involves clicking and dragging in the calendar. Follow the instructions below to select a date range for transactions. 

In the calendar, navigate to the month in which you wish to search.  Click on the starting date for your search. A blue circle will appear on your starting date. Click on the date on which you wish to end. Another blue circle will appear around the end date. In our example here, note that we selected December 2 to December 7.

 

Select a preset

The presets along the right side of the calendar are also available to help you quickly set a date range for your transaction search.  Simply choose an option. Click the Apply button.

 

Reset the dates

The date range you have selected appears in the bottom left corner of the calendar tool. Click on the X to reset the dates and begin a new search. To close the date selector, click Close.

 

Filter and sort report results

Once the report has been generated and you can see the results, you can do some basic filtering and sorting as follows.

 

Filter report results

Various fields are available to filter results, depending on the report. These fields may include: order type, item type, and employee.

To filter your report results, click on the filter and select what you want to report on. Items that are not selected will be excluded from the report output. 

To clear the filter, click Clear.

 

Sort report results

The report results can be sorted by clicking on the arrows in the column header. A single click sorts the data in descending order (largest to smallest). Click the arrow again to sort in ascending order (smallest to largest). You can resort the data by the date field. 

 

Download reports

You can download reports in Excel format or PDF format.

1. Generate the report for the date range you want and apply filters as needed. 
2. When the results display in the lower portion of the screen, click the Download button. 
3. Select a format (Excel or PDF). The download begins automatically. 
4. Open the Downloads folder on your computer and double-click the file to open it.

 

Print reports

There is no print button for reports. For printing, use one of these two methods:

• Download the report in Excel or PDF format and then print the file. 
• Use the print functionality in your web browser to select a printer and print a copy of the report.