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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:
With Consumption or Sales
Variance Groups
Stock Errors
With Consumption but not mapped to any POS Items
With Sales
With Consumption but without sales
With Sales but no consumption
Consumption greater than sales
Sales greater than consumption
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.
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.
To learn more, see:
With Sales
This shows all items sold in the selected period based on the recipes in the POS Items. If you haven't finished your recipe mapping 100% this is a way to only show items that have been mapped in the variance.
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).
This could mean a number of things:
you need to update your recipes
or an item was punched, and different ingredients were used
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).
