Track Your Sales Channels: The Order Source Report 🌐🍕
In today's modern restaurant, orders don't just come from guests sitting at your tables. They stream in from online ordering pages, self-service kiosks, and various third-party delivery apps. The Order Source Report is designed to answer one crucial question: "Where are our orders coming from, and how much revenue is each channel generating?"
This report breaks down your exact order volumes and sales numbers by their origination channel. It gives you a clear, bird's-eye view of your business's channel mix so you can see which platforms are performing best and where you should focus your marketing efforts! 🚀📈
📊 What You'll See on the Report
The report is cleanly structured into two primary layers, adapting automatically based on how deep you want to dive into your data.
Layer 1: Summary Table 📋
This section displays one clean row per active ordering channel, acting as a quick checklist for your multi-platform revenue.
Layer 2: Detail Tables 🔍
(Available when Detail Level is set to Source)
This view generates a separate, itemized table for each source channel, listing every single order chronologically.
POS Detail Example
Third Party Detail Example
For your third-party delivery channels, the report automatically adds a Brand column to show the specific delivery platform used, along with an Order Ref. column to track external order IDs.
📖 Column Definitions: What the Numbers Mean
Here is your quick reference guide to the data tracking columns inside this report:
Count: The total number of individual orders placed through that specific source channel during the period.
Tips: The total amount of tips collected on completed orders from that source.
Total: Your finalized revenue from fully closed and collected orders.
Open Balance: Revenue from orders that are still sitting open in the system at the time the report was pulled.
Base $: The core order total—including food, taxes, and fees—before a tip is added.
Brand: The specific delivery or online ordering platform used (exclusive to third-party orders).
Order Ref.: The unique external order ID provided by the originating delivery platform (exclusive to third-party orders).
⚙️ Selecting Your Detail Level
When requesting this report in the NX Portal, you can use the Detail Level filter to tailor your workspace:
Summary (Default View): Displays channel-level totals only—giving you one single, clean summary row per source channel.
Source: Generates the high-level summary rows plus the itemized, chronological order tables for each individual channel.
🛠️ Strategic Ways to Use This Data
Smart Channel Mix Analysis: The summary view immediately reveals what percentage of your total revenue is driven by each channel. For example, if third-party delivery apps account for 20% of your order volume but only 15% of your revenue, it tells you that your delivery check sizes are lagging behind your in-house spend—a trend worth investigating!
Flawless Delivery App Reconciliation: Stop guessing if your delivery payouts are correct! For third-party platforms, use the Order Ref. column to effortlessly match your NX Restaurant records directly against your DoorDash, Uber Eats, or other app financial statements.
Monitor Open Order Gaps: Keep a close eye on the Open Balance column. Any number higher than zero means online or kiosk orders are sitting unresolved. This often flags a payment processing error or a fulfillment delay that your team needs to check on.
Evaluate Tip Rates by Channel: Comparing the Tips column across different sources reveals how guest tipping habits change by platform. In-person POS interactions usually spark higher tip rates than web or third-party app orders, which is a key factor to remember when calculating the true profitability of a platform.
Compare Delivery Brand Value: Want to know which delivery app is actually winning your neighborhood? The Brand column in your third-party detail table lets you compare order volumes and sales values across different companies side-by-side.
🎛️ Visual Charts Included
When you check the option to enable charts, the NX Portal instantly generates two easy-to-read graphs to summarize your platform mix:
By Source: A visual pie chart illustrating your total revenue split by primary origination channel (POS, Online, Third Party, Kiosk).
By Brand: A focused pie chart slicing your third-party delivery revenue across specific platform brands (like DoorDash vs. Uber Eats).
Need Help? 💡
Why is a delivery order showing up under the wrong platform name?
The report relies on the integration tags set up in your system. If a third-party order came through an aggregator tool but hasn't been mapped to its unique brand button, it will default to a generic "Third Party" label. Reach out to your system administrator to double-check your delivery app integration mapping!
An online order was canceled, but its total is still showing in the report.
This report tracks finalized revenue. If an order was canceled but never officially voided or refunded in the POS system, its totals will continue to show up here. Make sure your staff processes cancellations through the proper POS path so your Void & Delete Report logs it and this report clears it!