To monitor costs, you can add alerts for when item costs go above above a set amount.
After setting your cost alert levels, you’ll receive email notifications any time those items exceed the alert threshold.
This will typically happen when an invoice is added, or an item cost is adjusted manually.
Note: Only users selected to receive the "Item Distributor Cost Alert" report will get these notifications. Make sure you have set this up under Email Report Permissions.
You can also set cost alerts for your POS Items. To learn more, see:
Adding an Item Cost Alert
To set a cost alert for an item:
Click the "Edit" button beside an item
Click the pencil icon beside the "Cost Alert" field
Set the cost that you want the alert to trigger at. You'll need to select the value, and the unit of measurement. It's best if the cost alert uses the same unit of measurement as the cost (for example, per unit, per pound, etc.). When finished, click "Save"
The cost alert for the item is set. When the item cost meets or exceeds the alert level, designated users in the venue receive an email notification
Note: If an item has multiple variations, you can set a cost alert for each one
Item Cost Alert Notifications
In the email notification, for each item you'll see
The current item cost
The alert cost
Note: As a reminder, this email only goes to users set to receive "Item Distributor Cost Alerts". You can manage which users receive the notification under Email Report Permissions
By following the link to the Items Page, you can use the search to find the affected items. Click the arrow inside the "Cost Unit" field.
This shows the invoice history for the item, including the amount received and the cost. Click the "Edit" button beside an invoice to view the details and make any changes if needed.