topic Re: Numbers on Sales summary Report & product mix are not matching in Back Office & Team

Numbers on Sales summary Report & product mix are not matching

JennW — Tue, 05 Aug 2025 00:08:52 GMT

Can someone please explain why the net sales on the monthly sales summary report and the monthly net sales on the product mix report do not match! They always have before! Now when trying to plug numbers into our income statement I don't have accurate numbers to go by. Some category (Appetizers, handhelds, salads, dinners, pastas, etc) totals match however most do not. I added the net sales total and that total is even different on both! I have called toast and of course the case never gets worked on. Just says open! I explained to the technician I needed this worked on yesterday and still have heard nothing. Can someone please give me some insight? It will be much appreciated.

Re: Numbers on Sales summary Report & product mix are not matching

au79teahouse — Tue, 05 Aug 2025 03:42:45 GMT

I just checked our monthly sales summary and PMIX report for June, July, and August. They are all matched.

I'm not sure what causes net sales not matching on your end. Is the difference significant or is it off slightly?

Re: Numbers on Sales summary Report & product mix are not matching

Kirsten_H — Tue, 05 Aug 2025 16:45:39 GMT

Interesting, I guess I've taken for granted that those numbers would match, but for August mine don't. My difference is about $24. Gross sales match, Discounts don't match and Refunds don't match (so consequently, sales tax doesn't match).

We had a weird refund situation this month where the managers refunded a part of the check, then were going to refund the whole, but we had to have Toast do the second refund outside of the POS because you can only refund once per check in the POS. Voids don't match, either.

I'm not done balancing my month, so hopefully I'll figure it out in the end. Our staff sometimes forgets to re-open a shift and check before making adjustments to checks. I'm wondering if that's not part of the issue.

Re: Numbers on Sales summary Report & product mix are not matching

JennW — Tue, 05 Aug 2025 22:18:40 GMT

Yes that was part of the issue! And then on product mix how it is categorized I found was the reason. I have to go through the product mix and add liquor totals and cocktail totals for it to coincide with the total number on sales summary. Never had to do this before so unsure why the change. Frustrating though! I appreciate your feedback!

Re: Numbers on Sales summary Report & product mix are not matching

JennW — Tue, 05 Aug 2025 22:21:04 GMT

I found the reason! On product mix how it is categorized. I have to go through the product mix and add liquor totals and cocktail totals for it to coincide with the total number on sales summary. Never had to do this before so unsure why the change. Frustrating though!

Re: Numbers on Sales summary Report & product mix are not matching

au79teahouse — Wed, 06 Aug 2025 00:11:20 GMT

Got it. Thank you for the update!