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Product Mix Report

By Kelsey | Updated

Overview

The Product Mix Report shows the breakdown of each product's sales. It is a powerful tool designed to provide insight on the best-selling items and most profitable items. The pie chart shows the top ten products, either by product profit (this requires inputting product cost) or by quantity sold. There will be a large portion of the Top 10 Quantity Sold that is assigned to Other, which contains all products that do not fall in the top 10 slots.


Contents


Product Mix Report Tour

The different components of the Product Mix Report are:

  • Filters button: Click this to choose POS stations, Employees, Day of the Week, Dining Options, Online Orders, Product Class, and Inclusions settings:

Note: Filtering by Employee in your Product Mix Report will show the items that employee has added to all orders.

If you'd like to show the employees' orders instead of items, go to Settings > Clear Selections > type Product Mix disable Product Mix Employee Sales Mode. Disabling this setting will show Product Mix data by the employee who owns the order, instead of the items sold by the employee.

  • ... icon: Click this to export your report in various formats:
  • Top 10 Profit By Product Pie Graph: The pie graph on the left of the screen displays your top 10 most profitable products. This is based on product cost and product price. You must have product costs entered for your items in order for this graph to display.
  • Top 10 Quantity Sold Pie Graph: The pie graph on the right side of the screen displays your top 10 most sold items. This is a great way to quickly see your most popular items:

Product Mix Report Preferences

There are several details you can choose to include or exclude in your Product Mix Report. click the Preferences button to access the details. The details are:

  • Sort Preference- The sort preference allows you to choose how you'd like your products sorted. You can choose:
    • Sort by Parent Class
    • Sort by Vendor
    • Sort by Class
    • Sort by Category
    • Sort by Product
  • Fields to Display- Here you choose which product details you'd like to see. You can select:
    • Product
    • Class
    • Split Items Sold as Part of Combos
    • Modifier
    • Category
    • SKU/ Barcode
    • Description
  • Quantity- The quantity section will adjust the quantity that displays next to each product. You can choose:
    • Include Returns, Exchanges & Comp in Quantity Column
    • Include Comp in Quantity Column; Display Returns & Exchanges in a Separate Column
    • Include Returns & Exchanges in Quantity Column; Display Comp in a Separate Column
    • Include Returns, Exchanges & Comp in a Separate Column from Quantity
    • Include Returns, Exchanges & Comps Each in Their Own Separate Column
  • Sales- The sales section allows you to select the sales data you'd like to view. You can select:
    • % Total Sales
    • % Of Category
    • Percent of Total Sales Column
    • Separate Taxable & Non-Taxable Sales
    • CRV Fee Column
  • Discount Columns- Here you can select to view:
    • Item Discounts
    • Order Discounts
  • Taxes- The taxes section allows you to choose:
    • Tax Column
    • Include Tax in Sales
    • CRV Tax Column
  • Margin/ Pricing Columns- Here you can choose:
    • Cost of Goods Sold %
    • Average Price
    • Gross Margin
    • MSRP
    • Gross Margin %:
    • Please Note: If you have opted for the auto-delivery of your Product Mix Report (under Settings> Email Address> Product Mix Daily Report), the emailed report will provide you only the default details, not your customized selections. To view your Product Mix Report by your customized selections you will have to do so in the Management Console.

Modifier Totals

If you include products and modifiers in your report, the total displayed for each modifier will be the number of products with that modifier sold. If more than one modifier has been added to a particular product, the total number of products sold and the total number of modifiers sold won't be the same on your report.

For instance, if your modifier is Toppings, and you've sold one large pizza with pepperoni, mushrooms, and black olives, your report will show 1 large pizza sold under products and 1 each sold of pepperoni, mushrooms, and black olives under modifiers. Your modifiers add up to 3, but only 1 pizza was sold, so the total under products will still be 1. This allows you to accurately track and compare modifier sales.


Warning Messages

Occasionally, you will see the following warning message appear at the top of your Hourly Sales Report:

Orders in this reporting period may be duplicated in other reporting periods:

This message occurs because there are orders that have either been left open for an extended period of time that falls outside the reporting period, or which have been opened and reopened outside the reporting period, perhaps to perform a return or exchange.

Sales, payments, returns, and refunds shall be reported on the date the event occurs.


Have more questions? Submit a request

Product Mix Report

By Kelsey | Updated

Follow

Overview

The Product Mix Report shows the breakdown of each product's sales. It is a powerful tool designed to provide insight on the best-selling items and most profitable items. The pie chart shows the top ten products, either by product profit (this requires inputting product cost) or by quantity sold. There will be a large portion of the Top 10 Quantity Sold that is assigned to Other, which contains all products that do not fall in the top 10 slots.


Contents


Product Mix Report Tour

The different components of the Product Mix Report are:

  • Filters button: Click this to choose POS stations, Employees, Day of the Week, Dining Options, Online Orders, Product Class, and Inclusions settings:

Note: Filtering by Employee in your Product Mix Report will show the items that employee has added to all orders.

If you'd like to show the employees' orders instead of items, go to Settings > Clear Selections > type Product Mix disable Product Mix Employee Sales Mode. Disabling this setting will show Product Mix data by the employee who owns the order, instead of the items sold by the employee.

  • ... icon: Click this to export your report in various formats:
  • Top 10 Profit By Product Pie Graph: The pie graph on the left of the screen displays your top 10 most profitable products. This is based on product cost and product price. You must have product costs entered for your items in order for this graph to display.
  • Top 10 Quantity Sold Pie Graph: The pie graph on the right side of the screen displays your top 10 most sold items. This is a great way to quickly see your most popular items:

Product Mix Report Preferences

There are several details you can choose to include or exclude in your Product Mix Report. click the Preferences button to access the details. The details are:

  • Sort Preference- The sort preference allows you to choose how you'd like your products sorted. You can choose:
    • Sort by Parent Class
    • Sort by Vendor
    • Sort by Class
    • Sort by Category
    • Sort by Product
  • Fields to Display- Here you choose which product details you'd like to see. You can select:
    • Product
    • Class
    • Split Items Sold as Part of Combos
    • Modifier
    • Category
    • SKU/ Barcode
    • Description
  • Quantity- The quantity section will adjust the quantity that displays next to each product. You can choose:
    • Include Returns, Exchanges & Comp in Quantity Column
    • Include Comp in Quantity Column; Display Returns & Exchanges in a Separate Column
    • Include Returns & Exchanges in Quantity Column; Display Comp in a Separate Column
    • Include Returns, Exchanges & Comp in a Separate Column from Quantity
    • Include Returns, Exchanges & Comps Each in Their Own Separate Column
  • Sales- The sales section allows you to select the sales data you'd like to view. You can select:
    • % Total Sales
    • % Of Category
    • Percent of Total Sales Column
    • Separate Taxable & Non-Taxable Sales
    • CRV Fee Column
  • Discount Columns- Here you can select to view:
    • Item Discounts
    • Order Discounts
  • Taxes- The taxes section allows you to choose:
    • Tax Column
    • Include Tax in Sales
    • CRV Tax Column
  • Margin/ Pricing Columns- Here you can choose:
    • Cost of Goods Sold %
    • Average Price
    • Gross Margin
    • MSRP
    • Gross Margin %:
    • Please Note: If you have opted for the auto-delivery of your Product Mix Report (under Settings> Email Address> Product Mix Daily Report), the emailed report will provide you only the default details, not your customized selections. To view your Product Mix Report by your customized selections you will have to do so in the Management Console.

Modifier Totals

If you include products and modifiers in your report, the total displayed for each modifier will be the number of products with that modifier sold. If more than one modifier has been added to a particular product, the total number of products sold and the total number of modifiers sold won't be the same on your report.

For instance, if your modifier is Toppings, and you've sold one large pizza with pepperoni, mushrooms, and black olives, your report will show 1 large pizza sold under products and 1 each sold of pepperoni, mushrooms, and black olives under modifiers. Your modifiers add up to 3, but only 1 pizza was sold, so the total under products will still be 1. This allows you to accurately track and compare modifier sales.


Warning Messages

Occasionally, you will see the following warning message appear at the top of your Hourly Sales Report:

Orders in this reporting period may be duplicated in other reporting periods:

This message occurs because there are orders that have either been left open for an extended period of time that falls outside the reporting period, or which have been opened and reopened outside the reporting period, perhaps to perform a return or exchange.

Sales, payments, returns, and refunds shall be reported on the date the event occurs.

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