Incoming vs outgoing, payment schedules, forecasts
📈 Financial Assistant AI
Top 5 items by revenue (20–26 April):
1. Flat White — 412 sold ($2,266)
2. Long Black — 218 sold ($1,090)
3. Cappuccino — 196 sold ($1,078)
4. Sourdough Toastie — 84 sold ($966)
5. Almond Croissant — 71 sold ($497)
Coffee remains 58% of total revenue. Toasties are up 22% week-on-week — worth featuring on the chalkboard.
Source: POS
April margins (1–28 April):
Overall gross margin is 66.4%, down from 69.1% in March. The main driver is a 12% increase in milk pricing from your dairy supplier — this affects every milk-based coffee.
Recommendations:
• Renegotiate milk pricing or trial an alternative supplier
• Plant-based milks (oat, soy) carry a $1 surcharge — effective margin 74%
• Saturday foot traffic is up 15% but staffing is flat — potential labour efficiency gain
Sources: POS, accounting, supplier invoices
Orders
Manage supplier orders and deliveries
📋
Current Orders
3 pending orders awaiting delivery or confirmation
📖
Order History
Previous orders, receipts, reorder shortcuts
Order #
Supplier
Items
Total
Delivery
Status
#1047
Dairy Supplier
Full cream (40L), Trim (20L), Butter (5kg)
$184.00
Fri 1 May
● Confirmed
#1048
Coffee Roaster
House blend (10kg), Decaf (2kg)
$456.00
Fri 1 May
● Pending
#1049
Bakery Supplier
Croissants (60), Sourdough loaves (12)
$198.00
Sat 2 May
● Pending
Stock
Current inventory levels
House Blend (beans)
3.4 kg remaining
⚠ Below reorder point (8kg)
Full Cream Milk
14 L remaining
⚠ Below reorder point (30L)
Oat Milk
9 L remaining
⚠ Below reorder point (16L)
Trim Milk
22 L remaining
Sourdough Loaves
14 loaves
Croissants
28 in cabinet
Rosters
Staff scheduling, pay, and time off
📅
Staff Calendar
Weekly roster view — staff see when they're working and request time off
🕐
Time Off Requests
Pending requests, approved leave, availability
💰
Pay & Wages
Hourly rates, regular pay, weekend loading, sick pay, time in lieu
📊
Labour Cost Overview
Weekly labour spend, cost vs revenue ratio, overtime alerts
Staff
Role
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Hours
Owner
Manager
6–2
6–2
—
6–2
6–2
7–1
—
38
Barista 1
Barista
7–3
—
7–3
—
7–3
8–2
—
30
Barista 2
Barista
—
7–3
—
7–3
—
—
8–2
22
Kitchen
Kitchen
6–12
6–12
6–12
6–12
6–12
—
—
30
FOH 1
Front of house
—
10–3
10–3
10–3
10–3
9–2
—
25
Owner View — Pay Summary (this week)
Staff
Rate/hr
Regular Hrs
Regular Pay
Loadings
Total
Barista 1
$28.50
30
$855.00
Sat loading: $42.75
$897.75
Barista 2
$26.50
22
$583.00
Sun loading: $39.75
$622.75
Kitchen
$27.00
30
$810.00
—
$810.00
FOH 1
$25.50
25
$637.50
Sat loading: $31.88
$669.38
Weekly labour cost
$2,999.88
Coffee
Beans, milk, machine — your biggest revenue driver
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Beans & Blends
Current blend, supplier, cost per kg, daily usage tracking