The Actual vs Theoretical COGS by Ops Group (or AvT COGS by Ops Group for short) is an excellent report for highlighting variance between what your Actual COGS were and your anticipated or "Theoretical” COGS for a given period.
Please keep in mind that this report is based on your Ops Group Mappings, so if the rows on your report do not align with how you want your data broken out, you should update your Ops Group Mappings to accommodate this.
Additionally, this report relies heavily on POS Item Mapping throughout the period. If you need to add, edit POS Item Mapping from the prior period please follow the instructions here to re-run depletions.
Every business is slightly different but typical Ops Groups for beverage programs are a main Ops Group for "Beverage" and then Ops Subgroups for "Beer,” "Wine,” "Liquor” and "N/A Bev.” Food typically has a "Food" Ops Group, with no subgroups. You may choose to create additional Ops Groups to reflect Supplies (such as cleaning, kitchen or to-go) or Retail items that you do not wish to impact your food or beverage COGS.
This report is also available at Director for enterprise level management of your various locations, complete with a summary table, and allows you to pivot the data by Store or by Ops Group.
The example above is grouped by Ops Group. The breakdown by store is displayed by clicking All Stores.
So what is my "Theoretical Inventory" anyways???
Every night your POS pushes the previous day’s sales to Craftable, simultaneously depleting any inventory items that were sold based on the recipes that you've built in Craftable and mapped to your POS buttons and modifiers. So - for this report to be accurate, you need to first map your POS Items and Recipes. (if you haven't done that yet, no worries! There are other reports in Craftable that you can utilize until that milestone is reached). If you enter any manual Depletions on the system as well (for waste logging for instance), these will also be accounted for in your Theoretical COGS value if you select the 'With Waste' filter.
Column Key
Sales = Sales for the date range based on Ops Group Mappings
Sales % of Total = Percentage for that Ops Group of total sales
Actual COGS = Start Inventory + Purchases +/- Transfers - End Inventory
Actual COGS % of Total Sales = (Actual COGS / Total Sales) * 100
Theo COGS = Value of POS Depletions during the report period (+/- Transfers & Waste if selected in the THEO COGS IMPACT filter)
Theo COGS % = (Theo COGS / Actual Sales By Ops Group or SubGroup) * 100
Theo COGS % of Total Sales = (Theo COGS / Total Sales) * 100
Variance Amt = Actual COGS - Theo COGS
Variance % of Total = (Variance Amt / Variance Amt Total) * 100
COGS % Variance = Actual Cogs % - Theo Cogs %