booq POS
Backoffice
Start and login
Articles
Products
Adding a product and sending the changes to the front office
Adjusting product details
Adjusting product details in the list view
Assigning allergens and additives to products
Assigning sales restrictions to products and product groups
Creating composites out of multiple articles
Finding products with the search and filter function
Manage products and create new ones
Setting up production order
Product groups
Price levels
Menus
Adding and managing derived menus
Managing and arranging menus (incl. sub-menus)
Setting up menus for specific areas and times
French menus
Option menus
Price management
Periods
Promotions
Finances
General
General
Production stations
Facilities
Cash stores
Printers
Adding and managing printer
Manual set up of a buzzer/ zoomer
Printing production ticket in chronological order
App links
Table map
Users
User groups
POS devices
Courses
Customers
Currencies
Turnover groups
Translations
Payment
Self-service
Time schedules
Sales channels
Activating the Pay on pick-up functionality
Adjusting the appearance of the kiosk
Adjusting the appearance of the sales channel
Changing payment settings
Setting up the imprint for a sales channel
QR codes
Creating QR codes for the self-service
How to reorder via a QR code on the table (customer perspective)
Applying menu planner for a self-service sales channel
How can I configure random spot checks on my self-service POS/Grab and Go POS?
App
Installation
Connecting the booq POS app to your system
Installing the booq POS App on your device
Updating your booq POS App
App-functions
Adjusting the stock information of a product on your device
Disable ticket printing
EFT devices
Facilities
Print reports
Reopen order
Search order
Self-service status
Shift management
Tipping registration
Web links
Working with the app
An overview of the general functions for an open table
App sign in/out
Block view
Checkout
Flexible payment during visit
Frenchmenu
Open table
Product functions
Recycling
Screen features
Splitting or moving a table
Table functions
Table map
Waiter App - Splitting or moving a table
Settings
Interfaces
booq POS onboarding
booq BI
booq Self-service
booq Giftcard
booq Payment
Have a payment QR code printed by default
How do I modify the QR Payment messages?
Show QR code
Unexpected payments
FAQs
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- BI - Start with module Business Intelligence
BI - Start with module Business Intelligence
📺 Watch the video tutorial
Steps
booq POS back office
You access booq POS BI through booq POS Back office via booqcloud.com. Fill in your email address and password and click "Sign in". You arrive in the booq POS Backoffice.
Under the heading 'Finances' in the main menu you will find the button "booq POS BI". Click this button to open the BI environment in a new screen.
Dashboards
The page is made up of different tiles. At the top left you see a tile that shows the turnover per month in a bar chart. The collection of tiles as seen on the screen is called a 'dashboard'.
- In the top bar on the screen you will find the 'hamburger menu' - 3 horizontal lines - on the left
- By clicking on this menu you will see which dashboards are available to you, and you can switch between them by clicking on them. You can see in the 'hamburger menu' that the top two dashboards are part of booq POS BI Basis and the dashboards under number two are all available when you purchase booq POS BI Basis+
Each dashboard has the same logical structure.
- The top three tiles detail a period, such as revenue per month, revenue per day of the week, and revenue broken down by hour and day
- The second row of tiles is about the location. Here all the branches and sales points are shown
- The third row of tiles is about the product groups. For example, insight into the turnover and the number of products sold per turnover group, product group and specific products
- The last row of tiles are about employee performance. This row of tiles shows how employees perform in terms of sales. You can see in one overview the amount of sales each person creates
A deep dive on all these tiles is possible by selecting other dashboards via the 'hamburger menu'. For example. these dashboards give you the background information to answer the question "why employee 1 sells significantly more than others?"
Tile filters
When there are options within tiles to switch views, you'll see it in the bottom right corner of a tile. For example, if you click on "week" you will see that the data is displayed on a weekly basis. If you click on "month" the data will again be shown on a monthly basis.
Besides this possibility each tile has some other useful functions. For example, you can click on the arrows in the top right corner to view a tile in fullscreen mode. If you click on the three dots at the top right of the tile, you get several options. With one click you can export the tile to PDF or Excel format. To undo a certain filter, click on the 'undo' button in the bottom left of the tile.
Legend filters
For specific tiles it is possible to filter using the legend. In the legend you can for example select one or more days by clicking on them. This way you can easily compare different days.
If you want more information about your turnover in August, click on "August" within the tile "turnover per month". When you do this, all data in other tiles on your dashboard will adjust as well! In other words, you now only see the data that is relevant based on the filter you just set. At the top of the page you see two tiles that serve as a reference for you. You always see the date range you selected, in this case August 2020. On the right, you'll see the corresponding total sales plus the number of orders placed within this date range.
The data that you can see in booq POS BI goes back to the day you started using booq POS POS. So, data that comes from the period before you started using booq POS POS is not visible in booq POS BI.
Icons
Suppose you had set multiple filters within the dashboard, you can quickly remove all filters by clicking the "reset all filters" icon at the top of the navigation bar. This will return your dashboard to its original state without filters.
The second icon means 'refresh'. Data comes into booq POS BI semi live. When viewing the current day's data, you can retrieve the latest data by using this function.
The third icon is 'filter'. You use this option to select specific data. By default the dashboard is set to the current 12 months, in other words it looks back exactly 12 months from today. By using the date filters you can quickly filter to see data from a specific date range, like a quarter or a holiday period.
Additionally you can filter by revenue groups. The groups are the same as you have defined in your booq POS backoffice. For example, if you select 'beers' and 'soft drinks' and click on "apply", the dashboard only shows the data that is relevant for these two revenue groups.
The rightmost icon with the three vertical dots gives several option. For example, you can see which users are logged into booq POS BI. And by logging out you can share the current dashboard view via e-mail.