Sales & Cost Classes

Overview:

Sales and Cost Classes will enable you to report your inventory item, category, and department costs with a comparison to their associated sales. Classes enable you to select an Inventory Department(s) for costs and associate it with a Recipe Department(s) for sales. An example of a report using Sales and Cost Classes is shown below:

Any Inventory Categories associated with an Inventory Department will also be included in the reports that utilize Sales and Cost classes. For example, if inventory categories for meat, seafood, dairy, and grocery are assigned to an inventory department for food, and the inventory department for food cost is assigned to the recipe department for food sales, then the categories will also be included,

Things to know!

In most cases, COGS-Well support will have configured Classes for you. The configuration for Classes can be a little confusing. If COGS-Well has not already configured classes for you, ask COGS-Well support to help you.
Sales & Cost Classes are not required to be set up. They exist to configure how costs are reported in relation to revenue. If you are not going to look at this information in COGS-Well (many customers rely on their accounting system for this reporting instead), then there is no need to configure Classes.
Classes will control the format of the Actual Cost of Sales Report and the Cost of Sales Variance reports. Both reports reside in Recipes & Sales>Reports. For more information on either s report please see the Actual Cost of Sales Report Link. Or the Cost of Sales Variance Report.
A POS interface is required (our COGS+ product) to collect sales for the above two reports. If you are using our COGS-only product, Classes will not be applicable.
Once Sales & Cost Classes are set up, each Class needs to be assigned to a Recipe Department. This assignment will determine where the revenue for this Class comes from. A class can be assigned to more than one Recipe Department if the goal is to aggregate revenue from those Departments.
Once Sales & Cost Classes are set up, each Class needs to be assigned to an Inventory Department. This assignment will determine where the inventory cost(s) for this Class come from. If multiple Inventory Categories are assigned to the selected Inventory Department, then each category will be included in the report.

Add or Edit Sales & Cost Classes

Sales & Cost Classes are not required in COGS-Well. They are used to control the format of the Actual Cost of Sales report and the Cost of Sales Variance report which reside in Recipes & Sales>Reports.

To provide an example for creating Classes, let's say you want to see your Inventory Category for Food Cost (which includes the Categories of Meat, Seafood, Produce, and Grocery) as a percentage of your Food Sales. And you also want to see your Liquor Inventory Department cost as a percentage of Liquor sales. For this example, you will create a Sales & Cost Class for "Food" and another one for "Liquor".

Next, you would go into your Recipe Department, select your Food Sales Department, and associate the class for Food. You would do the same with the Liquor Class for your Liquor Sales Recipe Department.

Finally, you would go into your Inventory Departments and associate the Food Class with the Inventory Department for Food Cost and the Liquor Class with the Department for Liquor Cost.

To add, review, edit, or delete a Sales & Cost Class, navigate to Recipes & Sales>Setup>Sales and Cost Classes. Upon selection, a "Find Grid" similar to the one below will display a listing of all of the Classes that have already been set up:

The Add button at the top middle of the Find Grid is used to add a new Sales & Cost Class that has not already been set up in your database. Clicking on this button will take you to the add Sales & Cost Class criteria display.

Edit/View: To view or edit an existing Class, click the "Edit" button in the row of the class name you wish to edit. To delete a Class, click the "Delete" button in the row of the Class name that you wish to delete.

Each column in the above display has a search function that enables you to search within that field. A global search option is at the top of the display. Definitions for column names are provided below:

If you select to add or edit a Sales & Cost Class, a screen like the one below will display.

Class Name: Enter a name for this Class (required field).

Sort Order: If you have a desired order that you prefer your Classes to report in, then enter a numeric value for the Sort order (the lower the number the higher the order). If a sort order is not entered the Classes will print out alphabetically.

Active: The system default is to check the Active setting. To make a Department inactive, click the box to remove the checkmark. An inactive Department can be made active again.

Save, Delete ,and Exit

At the bottom of the screen are the Save, Delete, and Exit buttons.

Save - Saves the entry or entries and exits.

Delete - Deletes the Item. You will be asked, "Are you sure"?

Exit - Exits without saving any new entries or edits.