Troubleshooting

Most CafeTally issues come from missing setup, mismatched units, duplicate items, disconnected integrations, or an unexpected date range. Use this guide to narrow the problem before changing data.

Stock forms

If staff cannot open a form, confirm the store slug, form link, and QR code destination. If a count is missing, confirm the submission was completed and saved. If low-stock alerts are noisy, adjust thresholds to the point where ordering action should happen.

Product costs

If COGS is too high or too low, check ingredient cost, recipe quantity, and unit conversion. If a product appears twice, check whether it came from Square catalog data, manual creation, or a template. If a modifier is missing from cost, confirm the modifier group is attached to the product and has cost-bearing ingredients where needed.

Receipts

If receipt matching creates duplicates, add aliases or match lines to existing ingredients. If a receipt line has the wrong cost, review quantity, pack size, and unit. If price drift is missing, confirm the receipt line is matched to an inventory item.

Finance

If finance data is missing, confirm Plaid is connected for the store and the account is included. If a report looks wrong, check date range, transaction category, transfer detection, and Square deposit matching. If a page asks for MFA, complete the challenge before troubleshooting report data.

Integrations

If Square data looks wrong, confirm the account and location mapping. If automation fails, confirm Square is connected, the selected products still exist, and the rulebook schedule is active. If reconnecting does not fix the issue, review location IDs and permissions before changing product data.