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How to navigate & analyse the Cost of Goods - Purchases Report

Sophie Rattray avatar
Written by Sophie Rattray
Updated over a month ago
  • You need Reports and Stock permission to view Cost of Goods reporting in Loaded. If you don't have access to this module, ask someone with the Manager's permission to update your user permissions.

  • Your data sync will need to be running and connected to the internet on your Point of Sale in order for information to show in this report.

  • You will need to make sure you are ordering & receiving stock in order for this report to be accurate.

  • If you'd like to customize the time frame of any of these reports, follow the steps here.

To access head to Reports, Cost of Goods then Purchases

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By default, this report will show your information using sales data from all categories

You can adjust this filter by clicking on the dropbox and selecting a specific category,

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The graph at the top of the page shows your stock received value as a percentage of sales for the category selected. You can hover over any point on the graph to see the exact value associated.

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The report itself shows the Sales value for the day from your POS, the Stock value in dollars ordered that day, and the stock value received that day in both dollar value and as a percentage of sales. The stock received percentage is calculated by dividing the value of the stock received by your sales for the category selected.

Please note, that we have included Tooltips here to provide an explanation of how we calculate these figures, hover over the header of the column to see a popup like the one pictured below.

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At the very bottom of the report, you will see your totals for the selected period

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