## Article Contents

## Introduction

In some situations, you may have an item that you inventory, but don’t want to use it in any variance calculations. This is because including that item would impact the accuracy of your variance data.

A few examples include:

Items you inventory but don’t sell. This could include flatware and dishes, empty kegs and more. If included in your variance, WISK uses their consumption in your variance calculations. This impacts your cost percentages when comparing consumption to sales.

Items you can’t track consumption accurately. For example, if you sell a “Bottomless Mimosa” offering unlimited refills, you can’t map the POS Item with 100% accuracy. You will always see a variance on the sparkling wine used. By excluding it from your variance you'll get a more accurate cost percentage for the rest of your items.

## How to Exclude Items From Variance

You can exclude items from variance either at the category or item level.

### By Category

To exclude an entire category from variance:

On the left menu bar, click “Items” > “Families & Categories”

Place your cursor over a category and click the “Details” column

Click the “Excluded from Variance” checkbox

The category is now excluded from variance calculations, and your existing variance data recalculates

### By Item

To exclude specific items from variance calculations:

On the left menu bar, click “Items” > “Items”

Click the checkboxes beside any number of items

Click the “Exclude from Variance” button

The selected items are now excluded from variance calculations, and your existing variance data recalculates

**Note:** If you open up an item’s details, there is also an “Excluded from Variance” checkbox you can select

## Viewing Excluded Items

You can see items you’ve excluded from variance the following ways:

Excluded from Variance Filter

Excluded From Variance Column

**Note:** This only applies to individual items that have been excluded from variance. If a whole category is excluded from variance, you’ll see this on the Families & Categories page.

### Excluded from Variance Filter

On the “Items” Page, click “Predefined filters”, scroll through the drop-down menu and click “Excluded from Variance”

The filter applies and all items excluded from variance display

### Excluded From Variance Column

On the “Items” Page, click the gear icon on the top-left

Click the “Excluded from Variance” checkbox

The “Excluded from Variance” column appears. Any items that have been excluded have a checkmark

**Note: **You can click the checkbox in the column to exclude or include an item in variance.

## Restoring / Including Items in Variance

To include an item in variance calculations again:

Click the checkboxes beside any items that have been excluded from variance (use the predefined filter or check the “Excluded from Variance” column)

Click the “Include in Variance” button

The selected items are included in variance calculations again. Your variance data recalculates.

**Note:** If the “Exclude in Variance” column is visible, you can also click a checked item to include it in variance again.

## Excluded from Variance Examples

When you exclude an item from variance, that item isn’t included in some calculations. You’ll see modified inventory and consumption values when viewing cost percentages and variance.

When you check the Inventory and Consumption pages / reports, you’ll see every item. In this example, the item “Mushrooms Sample” is excluded from variance.

On the Inventory page, there is $50 worth of mushrooms and $10 worth of avocados, for a total of $60.

On the Consumption page, $50 worth of mushrooms and $10 worth of avocados were consumed during the period.

However, when you check your cost percentages and variance data, you’ll see that the item “Mushrooms Sample” isn’t included in those calculations.

### Cost of Sales

Since the “Mushrooms Sample” item is excluded from variance, only the inventory and consumption values for the “Avocado” item appears under "Cost of Sales" on the Home page.

It shows an ending inventory of $10, and a consumption of $10. The consumption is then divided by the sales amount to get the cost percentage (41.67%).

If the “Mushrooms Sample” item is included in the calculations, it goes towards the inventory and consumption values, which gives a cost percentage greater than 100%.

### Variance Page

Like the Cost of Sales, the modified consumption value is used in the variance calculations. In the example below, they reflect only the “Avocado” item.

However, if the “Mushrooms Sample” item is included, it shows a higher consumption, cost of sales, variance cost, and shrinkage percentage.