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Predefined Filters

The predefined filters are optional tools to help you quickly identify any variance issues. This saves you time when investigating the cause of it.

The following predefined filters are available for your use:

The filters that are available on the Variance page

With Consumption or Sales

This filters out any of your items that have no activity (sales and consumption are both 0) for this variance period.

Variance Groups

Note: Variance Groups are a legacy feature that existed before item variations were implemented. In most cases, item variations are the preferred way to handle items that come in different sizes / formats.

If you have multiple SKUS of an item, for example, a Jameson 750ml bottle, and a Jameson 1L bottle, you can create variance groups to view the total sales/consumption. You will need to set up the variance groups ahead of time by going to Actions > Manage Variance Groups.

To learn more, see:

Stock Errors

This displays items where consumption is a negative value, also known as a stock error.

In other words, your inventory increased from one inventory to another without an invoice to account for it.

The

Stock errors are usually due to a missing invoice, a data error on an invoice, or a miscount. To learn how to fix them, see:

With Consumption but not mapped to Any POS Items

This shows that an item was used, but is not currently used in any of your recipes on the POS Items page.

This may mean that you have missing recipe data, or need to update your POS Items.

The item has consumption, but there are no sales for it.

To learn more, see:

With Consumption but without Sales

In this filter, the item may be included as part of a recipe, but there are no sales of those items during the period.

This may indicate that there is missing sales information.

With Sales but no Consumption

This shows that an item has been sold based on the recipes in the POS Items, but nothing was actually used (based on your inventory counts and invoices).

There are sales attributed to this item, but no consumption.

This could mean a number of things:

  1. you need to update your recipes

  2. or an item was punched, and different ingredients were used

  3. An invoice wasn't added or was misdated

Consumption Greater than Sales

This shows your negative variances (losses). This is the most common type of variance you'll see. You used more of the item than you should've based on your POS Item mapping.

When it comes down to it, it's either a "real" variance due to overpouring, spillage, theft, etc, or due to an issue with your data.

By looking at an item's details, you can get the information to know which one it is. To learn more, see:

Sales Greater than Consumption

This shows your positive variances (surplus). In other words, you sold more of an item than you actually used. While that seems like an ideal situation, it usually means something is off.

This could be due to an issue with your recipe mapping, or a different product was being poured than what was sold (For example, sold Smirnoff based on the recipe, but Grey Goose was poured by staff instead).


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