<ul><li>Click the gear icon (Settings) located in the upper-left corner of the screen.</li><li>Select the X/Z Report option from the menu. </li></ul><h4 id="awma3bxki7q" data-toc-id="awma3bxki7q">To create an X report</h4>An X report shows a summary of sales from the most recent Z report up to the present, without generating a Z report<ul><li>In the X/Z view, click the printer icon to print a current X report.</li></ul><h4 id="febe1lkpox5" data-toc-id="febe1lkpox5">To create a Z report </h4>A Z report summarizes the entire day’s sales and should always be generated at the end of the day. When the report is generated, the sales counter is reset for the next sales day.<ul><li>In the X/Z view, click the Create Z Report button to close the report for the day</li></ul>

this guide will show you how to create an X report to view sales so far in the day, and how to create a Z report to close and zero out the day's sales.

X/Z Report

Feedback

Roadmap

Changelog

Get started

Ancon at a glance

This guide will help you quickly get started structuring and managing your business in the Ancon Cloud. It will give you a simple introduction to how to organize products, menus and staff, so that sales and internal administration run smoothly from the start.

First steps in the Backoffice

In this guide we will go through how to log in and connect a POS client and basic checkout functions. If you have purchased your equipment from Ancon, the iPad is already prepared through our MDM - Hexnode. Ancon POS should then already be installed. If you have acquired your own equipment, you need to download Ancon POS from the Apple Store or Google play.

First steps in POS

The guide contains some simple steps and tips to activate Online Order (includes both Ancon Order and Whitelabel). Ancon Order and Whitelabel are available both as an app & web service.

Getting started with Online Ordering

The guide contains instructions and tips for activating Ancon Express.

Getting started with Express

Ancon wants to be able to guarantee the stability and reliability of your business, so we have compiled a list of requirements for your network that you will be connecting Ancon devices to.

Network requirements for Ancon Cloud

Since April 2023, we can no longer register cash licences for you with the Swedish Tax Agency. This needs to be done by signatories at your company. We have created this guide to make registration easier for you.

Register the Control Unit and Cash Register with the tax authorities.

Back office

Economy

In this guide we go through how to add account numbers to your payment methods and product groups in Ancon Backoffice. The purpose is to ensure that your sales data is posted correctly in your accounting system.

Configure account number

Personnel

Managing staff

Manage Authorization Groups

The market

In the Backoffice, you can search for, filter and track gift cards, check the balance and status, and share gift cards with guests if necessary.

Manage gift cards in Backoffice

In Backoffice, you can search and track wallets, check balance and status, filter by date and outlet, and share wallet information when needed.

Managing Wallets in the Backoffice

Discount codes are an easy way to offer customers benefits and promotions, both at checkout and online. By creating a new discount code, you can control how, where and when the discount applies - for example, only in certain channels, on specific days or for selected products. Follow the steps below to create and configure a new discount code in the system.

Create discounts

Analytics

Analytics helps you analyze sales figures, identify trends and make data-driven decisions to optimize your business. Below we go through the features available for you to filter your data.

Customize and filter in Analytics

Products and services

Here we go through the basics of product management. The guide covers everything from how to find your way around the list to how to configure the settings that control how your products work and appear in the system.

Overview: Products

Menus are used to visually present your products, both to staff at the POS and in Express and online ordering. You can choose to use the standard menu for all channels, but also create custom menus that can be assigned per checkout or channel, such as Express or online ordering.

Menus

An option group is a collection of options/modifiers that you can attach to a product to give more opportunity to edit and customize your product for each person

Optional groups

A feature to combine multiple products into one package for smoother sales and offers

Multi-product

A price template is a way to collect automatic price rules in one place. 

Price templates

Add-on groups are structured lists of optional articles linked to a main article.

Upselling groups

Ingredients are the components that build your products and allow you to tailor them to your needs

Ingredients

Bong destinations

A voucher destination controls where products and orders are sent when an order is placed in the system. It is possible to decide whether the voucher should be printed on a printer, displayed on a KDS or both. In addition, there is also support for making advanced configurations such as restricting sources that can vouchers, notify other destinations and change appearance.

Configuring bong destinations

Integrations

Integrate Ancon with Fortnox

Supplement

Multi-currency allows you to manage multiple currencies in the system. This feature allows you to charge in different currencies and choose whether to use automatically updated exchange rates or enter your own rates manually.

Multi-currency

Reports

Download copy of receipt as PDF

Ready-to-use deposit reports. The reports can be downloaded as CSV, SIE file or uploaded with direct integration to Fortnox. If the integration is not activated, contact your Customer success manager or our support department

Adyen Payout Report

The order history in Ancon Backoffice is used to view all completed, open & discarded orders and notes from cash, express and online sales.

Order history

Boarding pass

This guide explains how to navigate between different table views and what the different colors of notes mean. To use Table Mode, you must first have created at least one table section with at least one table in the system in Backoffice. 

Table mode - Table view and colors

This guide explains step-by-step how to create, edit and manage seating charts. You will also learn how to enable graphical seating charts, add tables, print QR codes for table orders and manage multiple tables at the same time.

Create and manage table maps in Backoffice

Preferences

This guide shows you how to quickly and easily switch the system language of the user interface directly at the checkout

Change language at checkout

A guide that goes through all the options under POS settings. 

POS settings

This guide shows you how to manage open notes in POS in both bar mode and table mode. It provides step-by-step instructions for viewing notes, adding or removing items, applying discounts at the note or item level, and naming notes. The functions are largely similar between the modes, but table mode also includes tools for courses.

Manage open notes in POS, Bar and Table mode

This guide shows you how to easily print a copy of a previous receipt, either directly to the receipt printer or by email.

Print or send copy of receipt from POS

This guide shows you how to find a previous purchase and make a full or partial refund

Buyback

This guide describes the different ways you can split a bill - either by moving products to a new bill, splitting the bill equally, or splitting individual products.

Split and use

This guide shows you how to make full and partial payment of a bill, as well as the different payment methods that can be used at the checkout. It also covers how to handle tips.

Payment of the invoice

This guide explains how to move notes between tables and merge notes.

Moving a notary

This guide will show you how to search for products in POS, but also how to edit a product's settings.

Searching and managing products in POS

Gift cards in Ancon POS

With the Invoice payment method you can easily handle company payments directly at the POS. This guide shows you how to activate Invoice as a payment method in Ancon Backoffice, how to use it in Ancon POS, and how to manage companies and created invoices afterwards.

Pay by invoice & manage your business

Favorite menus are special menu groups designed to provide quick access to frequently used products in the POS. They can be created centrally by administrators and customized individually by POS users, making the order flow faster and more efficient at the checkout.

Favorite menu

Online

Order Manager

Express

Color & theme

Test 2

Flow

Köks KDS

How can we help you?

Help Center

Improved

Fixed

anconcloud

Created

In Review

Planned

In Progress

Completed

Already in place

High Priority

Low Priority

Backoffice

AnconOrder

Flow (KDS)

Main Roadmap

Vi tror på att skapa ett system som inte bara möter, utan överträffar dina förväntningar. Nu kan du vara med och forma framtiden för vår plattform genom att lämna förslag på nya funktioner eller förbättringar. Dessutom har du möjlighet att rösta på förslag som andra har lämnat.