Actual Usage Issues

 

Question: Why are there negative actual usage numbers in my Usage Summary?

Reason

Solution

A count has been entered incorrectly.

Adjust the inventory count for the item(s) in question. For example, if you ended more than with you started with it will appear as if you “grew” inventory

A purchase has been missed.

Enter the missing invoice and regenerate the Usage Summary.

The item wasn’t included in the inventory count sheets.

This can happen when you have chosen to only count key items for your inventory. Optimum Control takes whatever amount it has been tracking as the proper count for the non-key items and until you set the closing inventory amounts for the non-key items they may be incorrect.

 

 IMPORTANT: If you are running only Key items in your counts then ONLY key items should be run in the usage summary report. When you do a full count then run usage summary with all items.

 

Sales Issues

Example 1:

 

Question: Why is it that when I run the usage summary report my total amounts do not match my POS (Point of Sale) system?

Reason: This is because these are the figures calculated for each category in the Daily Sales Summary window for processed items only.

To solve this: Click Sales to double check the Sales Category amount that was brought in from the POS system during the Sales Mix import. This Sales Category can be manually changed from the Daily Sales Summary window which can be entered by double-clicking on a date in the Sales pick window.

 

Question: Why are some of my Category Sales totals too high, while others are too low?

Reason: Certain Inventory Items are improperly categorized.

To solve this: If items are not set to the correct Item/Product Group or Sales Category, then there will be a variance in both the classification that they are supposed to fall under and the one that they’re currently under. If a beer is set to a food group for example. The easiest way to view and modify the Item/Product Group or Sales Category that an item falls under is by clicking Setup|ItemClassification Editor and dragging the item into the proper categorization.

 

Question: Why doesn’t the report display any Ideal usage amounts?

Reason: There weren’t any sales processed during the reporting period.

To solve this: Have you saved your Sales Mix for the reporting period? Or you may have saved the Sales Mix on a date outside the date range of the reporting period. Double check the dates and if incorrect, click on the Sales Mix entry in question to highlight it and right click on it to change the date.