Reporting Explained: Product Mix
Business need for this report: This report is helpful for users who would like to see sales that are assigned to POS Items that are linked to either Recipes or Inventory Items.
How it Works: This report will display sales information for POS Items that have been mapped to recipes or inventory items. If recipe types have been assigned to recipes, they will also be displayed in this report. This report will display information about quantity sold, retail price, discounts, and cost percent.
Generating the Report:
Go to the
Standard Reports section in Yellow Dog:
1. Select Standard Reports
Column Breakdown:
1. The top of the report will display the filter options that were selected for the report and will be included if the report is exported or printed.
2. Change Columns, Sorting, and Grouping – will be where users can add or remove columns from the report as well as organize and group data.
3. Store code – will be the Yellow Dog store number of the store the adjustments occurred in
4. Store name – will be the name of the store the adjustments occurred in
5. Recipe Type – will be the recipe type assigned to the recipe that is linked to the POS Item. If there is no recipe type assigned to that recipe, the column will be blank.
6. POS Item Number – this will be the POS Item Number assigned to the item sold
7. POS Item – this will be the description of the POS Item that sold
8. Quantity Sold – will be how many of the item that sold for the selected time
9. Average Item Retail – this will be the average retail price of the item over the selected time.
10. Total Retail – this will be total retail price for all of the item that was sold over the selected time. (Quantity Sold x Actual Retail as recorded on sales checks)
11. Total Discount – this will be the total of the discounts applied to sales of this item. (Quantity Sold x Item Discount as recorded on sales checks)
12. Total Net Retail – this will be total retail less discounts that have been applied (Total Retail – Total Discount)
13. Total Cost – will be the total calculated cost for the items at the time of the sale. (Quantity sold x Calculated cost at time of Sale)
14. Net Profit – this will be the net retail less the total cost. (Net Retail – Total Cost)
15. Net Cost Percent – this will be the total cost divided by the total net retail. (Total Cost/Total Net Retail)
16. Print/Save/Export – will be where users can print their report, export to excel/csv, or save as a template.
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