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Inventory Reports

Xenial Portal Reports Inventory

The following introduces the Xenial Cloud reports that are available in the Inventory category.

Report

Description

Discount Summary

Summarized information about discounted items.

Inventory Transactions

Detailed information about inventory transactions including the quantity and cost of each inventory item involved in each transaction.

Received Items

Items received into inventory, grouped by transaction. This report enables a site manager to perform an inventory audit and compare values with an invoice received from a vendor.

Sales Detailed Report

Detailed net and gross sales information with totals for various categories including destination sales and discounts.

Wasted Items

Details about inventory items that were identified as wasted, grouped by transaction.

Discount Summary

Xenial Portal Reports Inventory

The Discount Summary report contains summarized information about discounted items.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Group By

From the dropdown, select the values by which to group the items on the report.

For example, select Business Date and Site to group the items on the report by the associated business date and site.

Column Descriptions

The following describes the columns on the report.

Column

Description

Discount Code

ID code for the discount

Discount Name

Name of the discount

Discounts Applied

Quantity of discounts applied

Discount Item Quantity

Quantity of products that were discounted

Discount Amount

Currency amount of discount

Net Sales

Net currency amount of sold products (includes refund transactions)

% of Net Sales

Percentage of Net Sales that is attributable to the Discount Amount

Gross Sales

Gross currency amount of sold products

% of Gross Sales

Percentage of Gross Sales that is attributable to the Discount Amount

Completely Discounted Products

Quantity of instances where an item price was discounted at 100% and reduced to 0.00

Total

Totals for each applicable column

Inventory Transactions

Xenial Portal Reports Inventory

The Inventory Transactions report contains detailed information about inventory transactions including the quantity and cost of each inventory item involved in each transaction.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Code

Numeric ID for the product

Description

Name of the product

Cost/Measure

Purchase cost per unit of measure

Starting Amount

Quantity of the inventory item and the currency value at the start of the date range/period

Depleted

Quantity of the inventory item and the currency value that was depleted from inventory as a result of prepared recipes and sales

Wasted

Quantity of the inventory item and the currency value that was involved in Waste transactions

Received

Quantity of the inventory item and the currency value that was received into inventory from vendors

Transferred In

Quantity of the inventory item and the currency value that was transferred into inventory from other sites

Transferred Out

Quantity of the inventory item and the currency value that was transferred out of inventory to other sites

Calc On-Hand

Calculated quantity of the inventory item and currency value that is currently on-hand at the site

Counted

Physically counted quantity of the inventory item and the currency value that is currently on-hand at the site

Variance

Variance between the Calc On-Hand and the Counted values

Total

Totals for each applicable column

Received Items

Xenial Portal Reports Inventory

The Received Items report contains items received into inventory, grouped by transaction. This report enables a site manager to perform an inventory audit and compare values with an invoice received from a vendor.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Site name

Name of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Transaction

Identifies the specific transaction

Inventory Code

Numeric ID for the inventory item

Description

Description of the inventory item

Measure

Measure assigned to the inventory item

Unit Price

Single unit price of the product

Qty Received

Quantity of the inventory item measure that was received

Extended Price

Total currency amount of the transaction

Sales Detailed Report

Xenial Portal Reports Inventory

The Sales Detailed Report (SDR) contains detailed net and gross sales information with totals for various categories including destination sales and discounts.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Group Option

From the dropdown, select the items to display on the report.

Column Descriptions

The following describes the columns on the report.

Column

Description

Sales Breakdown

Breakdown of the Gross Sales calculation including the Net Sales total

Drawer Count Variance

Currency amount of the variance between the expected drawer count total and the actual drawer count total

Destination Sales

Total sales for each order destination

Discount Totals

Total currency amount in applied discounts (does not include promos or walkouts)

Tax Totals

Total currency amount in applied taxes

Pay Type Totals

Total sales for each pay type; the Rounded Adjustments subsection contains totals for currency that was rounded at the POS

Tip Totals

Total currency amount in customer tips

Cancel/Voids

Total currency amount in canceled items and voids

Deposits Variance

Total variance between the expected deposit total and the actual deposit total

Saved

Breakdown of the Saved Sales calculation

Other Statistics

Total currency amount in non-taxed item sales and gift card cash out transactions

Liability Items

Total currency amount in gift card and gift certificate sales

Donations

Total currency amount in customer donations

Order Source

Total sales for each order source

Net Sales By Day Part

Total net sales for each day part

Wasted Items

Xenial Portal Reports Inventory

The Wasted Items report contains details about inventory items that were identified as wasted, grouped by transaction.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Inventory Code

Numeric ID for the inventory item

Description

Description of the inventory item

Measure

Measure assigned to the inventory item

Unit Cost

Single unit price of the product

Quantity Wasted

Item quantity that was wasted

Extended Cost

Total currency amount of the wasted item (Unit Cost x Quantity Wasted)

Total

Totals for each applicable column