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Trading Statistics

Trading statistics is a powerful way to analyse statistical data in the system. This data includes sales, purchases, wages, customers and stock.

When you start the function, you will be asked for two basic things:

1. How do you want to group the data? You can group by location, period, department, item and numerous other options.

2. What data do you want to see? You need to tell the system you want to see the data for a specific location for a specific period range. You may also want to only look at data for a specific department or family group.

You can optionally specify a comparison view, that is compare the selected data to the same period as last year.

Once the request information has been entered, the system will gather the selected data and present it back in a grid. This grid has tabs so you can switch from the Sales view to the Purchases view to the Customers view, and so on. By clicking on the column headers you are able to sort the rows by the data in that column. You can also hide columns, so you get a very specific view of the data.

You can generate a graph for the data shown on the current view. You can graph any of the columns in the view, for example Sales, Qty Sold, %/Total, and so on.

You can print a report showing the current view. If any columns are hidden, they will not be printed. So what you see on the screen is what you will see on the report. You can also include the graph on this report.

Once you have a query working, you can save it to the database. Later on you can open the query and you will see the same selection criteria and view of the data. When you save the query, the system will remember the selection details you have entered. However, its not much point saving the period range as you don't want to always run the query for the first week of July 2013. The system will ask what the period range represents. You can select from options like This Week or Last Week. When the query is opened, the system will automatically select the periods that match your requirements. This means you can open the query each week and just use it, without having to specify the periods each time.

Previously the cost of goods (COGS) reported in trading statistics for products (IPNs) with modifiers excluded the cost of the IPNs listed in the modifier tab. Now (from version 5.26) when the Trading Statistics report is generated there are two settings within System 2 tab of System Settings that affect the report:

1. Rollup/combine all costs for IPNs added into ingredients, setmeals, modifiers tabs to give one true cost of goods for the sales IPN.

2. When the product is sold the COGS reflects the actual IPN selected at the time of sale so if a replacement ingredient is used at the time of ordering the COGS reflect this.

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