Troubleshooting Sales Discrepancies Between 7shifts and your POS

Issue

This article helps you understand and troubleshoot discrepancies between sales data in your integrated Point of Sale (POS) system and 7shifts. 

7shifts integrates with your POS using defined rules for accurate reporting:

• Time Zone Alignment: Both 7shifts and your POS must be set to the same time zone.
• Work Day Alignment: The work day in both systems should typically span from 5:00 AM to 5:00 AM.
• Real-time Sales Data: Real-time sales data is enabled by default upon integration activation. A 14-day backfill of historical sales data also occurs. 
• Sync Frequency: Data synchronization between 7shifts and your POS occurs at predefined intervals. This means there might be a delay (from seconds to hours, depending on your POS) before changes in one system are reflected in the other.
• Sales Projections: While real-time sales data starts flowing immediately, it takes approximately 1-2 weeks after integration activation for sales projections to appear. These initial projections will cover up to four weeks into the future and will become increasingly accurate as more sales data is collected.
  • Learn more about 7shifts Sales Projections here. 
• 7shifts Net Sales Calculation: By default, 7shifts excludes service charges, tips, gratuities, fees and non-revenue items (e.g., gift card sales) from Net Sales calculations.
  • Learn more about Calculating Net Sales in 7shifts here. 

Common Causes of Sales Discrepancies

A. Voided/Deleted Receipts: Voided or deleted receipts in your POS can cause discrepancies. 7shifts may have already imported the sales data before the void/deletion, leading to overstated totals in 7shifts.

C. Net Sales Calculation: 7shifts typically imports net sales data. By default, 7shifts excludes service charges, tips, gratuities, fees and non-revenue items (e.g., gift card sales) from Net Sales calculations.

Net Sales = (Gross Sales) - (Discounts) - (Comps)

• Learn more about Calculating Net Sales in 7shifts here. 
• Need to report Gross Sales in 7shifts instead? Learn how here. 

D. Gift Card Sales (Omnivore Integrations): For Omnivore integrations, gift card sales are not included in total sales calculations by default. Ensure correct item naming for gift card line items in your POS to prevent them from being included in total sales. Typos in Gift Card item names can lead to incorrect sales totals.

E. Department-Based Budgeting: If using Department-Based Budgeting, verify that revenue centres and categories are correctly configured. Note that enabling Department-Based Budgeting does not retroactively update historical data to reflect configured budgeting. Contact support for assistance with historical data sync after enabling this feature. 

• Learn more about Department-Based Budgeting here.

Unresolved Issues

If you continue to experience sales discrepancies, contact 7shifts Support. To help us quickly resolve the issue, please provide the following information (screenshots are helpful!):

• Sales/Receipt Data Reports: Exports of sales/receipt data from both your POS and 7shifts.
• Expected Sales Figure: The accurate sales figure you expect to see.
• Discrepancy Description: Details of the discrepancy, including the specific numbers that don't match between 7shifts and your POS.
• Data Location in 7shifts: Specify where you are viewing the sales data in 7shifts (e.g., Dashboard, Actuals Report).
• Discrepancy Timeframe/Frequency: When did you first notice the discrepancy? Does it occur consistently or sporadically?

Providing this information will help our team efficiently investigate and resolve the issue. Please start a chat with our Support team to submit this information.