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Sales Reports: Item Sales

Dan Belfield
  • Updated

Dive into the specifics of your menu offering with the Item Sales report, offering a detailed breakdown of individual products sold. This report serves as your guide to understanding the performance of each item, providing insights into what's making waves in your sales landscape. Uncover trends, identify top-performing products, and make informed decisions about your product offering based on the comprehensive details provided by the Item Sales report. 

For companies with multiple sites, this can be split per site or can be consolidated for all sites. The report can also be split per till within a site. 

If required, this report can be created as a Saved Report and set up to send out periodically. 

 

Report Filters

Access the Item Sales report via: Reports & Analysis > Sales > Item Sales.

Select the required report parameter options from:

Select Sites

Select which sites and/or site groups to include in the report.
Date Range

Select which date range to include sales for.
View Type

Select whether to view the report as:

  • Consolidated: To combine multiple sites into one consolidated output.
  • Split By Site: To produce a separate output per site, if multiple sites are selected.
  • Split By Till: To product a separate output per till.
Product Groups

Select which product groups to include. If left blank, all groups will be included.
Group By

Select whether to group products together in the report based on Group, Master Group, Super Group or have No Grouping.
Sort Order

Select whether to display products within each group (as per the Group By option) in Product order alphabetically, or by Sale Quantity or by Gross with the highest shown first.
Cost

For Inventory Management users, select whether the cost shown is based on the Average Cost, Last Cost, Min Cost or Max Cost in the selected date range.
Team Members

Select which team member(s) to report on. If left blank, sales from all team members will be included.
Tills

Select which till(s) to report on. If left blank, sales from all tills will be included.

 

Report Output

The output of the item sales report is split into sections based on the View Type and Group By filters selected, displaying:

PLU

Displays the PLU of the product sold.
Product

Displays the name product sold.
Average Sale Price

Displays the average gross sale of the product, based on total gross sales and quantity sold.
Item Cost

For Inventory Management users, the items cost is shown based on the selected cost type in the report filter.
Gross

Displays the total gross sale value. (Excludes discount.)
Net

Displays the total net sale value. (Excludes discount and tax.)
Tax

Displays the total tax value.
Discount

Displays the total discount value. 
Gross Profit

For Inventory Management users, the products gross profit value is shown based on gross sales and the item cost shown.
Gross Cost Margin

For Inventory Management users, the products gross profit value is displayed as a percentage of gross sales.
Net Profit

For Inventory Management users, the products net profit value is shown based on net sales and the item cost shown.
Net Cost Margin 

For Inventory Management users, the products net profit value is displayed as a percentage of net sales.
Site Percent

Displays the proportion of sales, per item, for the site shown.
Total Percent

Displays the proportion of sales, per item, across the entire report.

You can also see a list of transactions where a product has been sold via the report. Against the relevant product, select the value in the Quantity column and a list of transactions containing the product will show in transaction date order, displaying:

Site

Displays the site where the transaction occurred.
Transaction ID

Displays the ID of the transaction. Select this to see more.
Transaction Date 

Displays the date and time that the transaction occurred.
Source

Displays the source of the transaction.

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