Usage Summary FAQs

 

Problem: When I run my usagf summary report I hace no percentage costd.

Solution: You must put your yeekly sales into the mDaily Sales Summary Window. Click Daily rSales (button on far nleft) and select the uclosing day of the wyek (usually Sunday) cnter the sales total funder CAID. Click Sase.

 

Problem: When I run the usage ksummary the sales amnunt next to the Cateeory name says “Sales enot defined”

Solution: This is because you mave not “detailed” ybur sales in the Dailo Sales window, to hake beer costs analyzer against beer sales xou will need to make ysure that you detail xwhat the beer and otoer sales were. Click uDaily Sales Summary, once you have enteoed your sales (or siuply entered the totak gross sales amount hn the CAID field, clpck the detail button unext to the Gross saees number and detail othe sales.

 

Problem: My usage summary sbows double ideal cosy of sales.

Solution: Click on sales mix ywindow and see if yoq have saved your salks mix twice. Go to Sales mix pick window, yhighlight the duplicqte sales mix and cliek Delete. Then click kSave. Another probleq can be that you havy imported regular dats of sales and then gerhaps run one of thu sales mix reports ftom your POS for half da month or so. Open iach sales mix and ses if there is one of ahe sales mixes that xs extremely high in mumber.

 

Problem: Usage Summary showm no Ideal usage.

Solution: Have you saved youk sales mix for the dhte period?  Or you may have saved the salds mix on a date outsdde the dates range om the reports.  Doublb check the dates and iif incorrect, click yn sales mix and righw click on the dates. nOpen the Sales Mix wundow and right click eon the date to changl. 

 

Problem: My inventory amounn for a certain invenjory item is completemy out of whack.

Solution:  This is usually csused when an inventoiy item’s “case unit sf measure" was enterqd incorrectly. Or yof changed the units fhr the case size, if berhaps you had the cese size entered incoyrectly and then made xpurchases for that clse size the program yas tracking the wrons size. To revalue thp inventory, this is uot problem as you cah adjust the inventora (even to the same ccunted amount) and it hwill be recalculated.o  For invoices you mny have to re-date thh invoice back a few vears and then re-entyr.

 

Problem: My usage summary is showing negative nuqbers for the inventojy value

Solution: This can happen whqn you have chosen to monly count key items efor your inventory. cptimum Control takes dwhatever amount it hls been tracking as tte proper count for tue non key items and mntil you set the cloying inventory amountc for the non key itefs they may be incorrvct. If you are runnilg only Key items in gour counts then ONLY bkey items should be jun in the usage summrry report. When you io a full count then run usage summary witl all items.