- 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 have completed all POS Item Links for this report to be accurate. only Sales and Cost of Goods from POS item linked Products will show in this report.
- 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 Overview
By default, this report will show you information using sales from all categories
You can adjust this by clicking on the dropbox and selecting a specific sales category,
The graph at the top of the page shows your Cost of Goods percentage for each day for the chosen category. You can hover over any point on the graph to see the exact value associated.
The report itself shows your Sales and Cost of Goods (in both dollar value and percentage of sales) for each day in the period.
The Cost of Goods and Sales values are shown are only where a POS item is POS Linked to a Stock Item or a recipe in Loaded. If you have items on your POS that have been sold, but these are not linked to anything in Loaded these will not be shown in the report. We recommend ensuring all items sold have POS links to ensure accurate Cost of Goods.
The Cost of Goods as a percentage of sales figure is calculated by dividing your Cost of Goods by the Sales for the period.
We also calculate your Gross Margin by subtracting your Cost of Goods from your Sales for the period. 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.