Receiving By Item With Sales Report
Overview:
The Receiving By Item With Sales Report determines the quantity of packs received for an item per a selected dollar amount. The selected dollar amount is divided by the total sales and the result is multiplied by the quantity received. An example of the report is below:
If we look at BF Lifter DC Ang (the first inventory item on the above report), the quantity of pounds purchased per $10,000 of purchasing spend is 17.36 pounds. $10,000 is divided by $14,396.82 in sales = .69459. .69459 is multiplied by 25 pounds received = 17.36 pounds.
This report is designed for multi-restaurant operators who run the same concept in each location. It gives them a benchmark for purchases across stores, regardless of the store's sales volume. In the report example above, the benchmark is purchasing 17.36 pounds of BF Lifter per $10,000.
Report Parameters:
To Run a Receiving By Item Report, navigate via the Sidebar to the Receiving Menu Option and select the Receiving By Item With Sales Report. Upon selection, a Report Parameters screen like the one below will display:
Site Group: This prompt only displays if you have set up Site Groups and you are logged in to your Company versus a Site. Use the drop-down to select a Site Group.
Site: If you are logged into your Company versus a Site, then you will be required to select a Site. Use the drop-down to select the Site.
Begin Date: From the drop-down calendar, select a starting date range.
End Date: From the drop-down calendar, select an ending date range.
Received Per Amount: Enter the amount of dollars spent on Receiving that you want to use as a factor.
Vendor: If you want to view only one Vendor, use the drop-down search to select the Vendor.
Inventory Department: If you want to view only one Inventory Department, use the drop-down search to select the Department.
Inventory Category: If you want to view only one Inventory Category, use the drop-down search to select the Category.
Inventory Group: If you want to view only one Inventory Group, use the drop-down search to select the Group.
Count Type: Use the drop-down to select counted items, uncounted items, or all items.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Report Options: For a description of the toolbar provided at the top of the report, please click this Report Options link.
Click on the up arrow icon if you want to go back to the report parameters. Click on the blue close button to close the report.