Article Contents
Introduction
There are many ways to view and track the latest cost changes of your items, including:
The Cost Changes page under Reports / Analytics
The Cost Changes table on the Home page
The Cost Changes tab that appears on all invoices
If an invoice contains any cost changes, they also appear in the confirmation email
Cost Changes Page
On the Cost Changes page, you’ll see all cost changes for your items from invoices.
To access this page, click Reports / Analytics > Cost Changes on the side menu bar.
The default view shows all cost changes in chronological order, starting with the most recent. There are also other reporting views available.
For each cost change, you'll see the:
Invoice number
Distributor
Invoice date
Previous cost per unit
New cost per unit
Difference amount $ (increase or decrease)
Difference percentage (increase or decrease)
Note: By default it shows cost changes from the last 30 days, and you can adjust the time period by clicking the "Date Range" drop-down menu.
To view the item on the invoice, click the “Details” button.
The invoice opens in a window, and you can edit the item if the latest cost needs to be changed.
Other Report Views
The default reporting view shows cost changes in chronological order. There are other options for grouping and sorting your data available, including:
By Percentage Difference
By Item
By Percentage Difference
The "By Percentage Difference" view sorts your cost changes from the largest percentage difference to the smallest.
Note: For the purposes of sorting, cost increases are considered the largest amounts, and cost decreases are considered the smallest.
By Item
The “By Item” view groups the cost changes by item, showing each item’s cost history for the selected period.
If you only want to see specific items, you can use the search or even create your own reporting view and customize it as needed.
To learn more about customizing your view, see:
Note: If you have any feedback / suggestions for ways you want to see this data displayed, please let us know. You can create your own reports, but we can add additional system views by request.
Home Page - Cost Changes Table
To see your cost changes at a glance, the Cost Changes table is also embedded on the Home Page.
This serves as a quick view because it shows your cost changes from the last 30 days sorted by percentage difference (positive or negative).
You can see all other views on the Cost Changes Page.
Invoices - Inline and Cost Changes Tab
On the Invoices / Returns page, the “Cost changes” column shows the number of cost changes on an invoice.
To view the cost changes on an invoice:
Click the details button beside the invoice to open it in a new window
If an item has a cost change, the cost displays in red if it increased, and green if it decreased. You can mouse over the cost to see the details which include:
Previous cost per unit
New cost per unit
Difference amount
Difference percentage
Total change (This is the difference amount multiplied by the total units received)
To see all cost changes on the invoice at one time, click the “Cost Changes” tab
All items on the invoice with a cost change display
Invoices - Invoice Added Email
After adding an invoice, if there are any cost changes, they’ll also appear in a “Cost Changes” table on the confirmation email.
Daily / Weekly Summary Emails
If there are any cost changes in your venue, they will also appear on the daily / weekly summary emails.
