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    Adaco: Summary Usage Analysis Report

    Summary Usage Analysis Report

    This report summarises the usage of outlets within the property. The report will include transactions since the close of the previous period.

    • To run the Summary Usage Analysis report, go to Report Center > Accounting Reports > Summary Usage Analysis
    • To open the report criteria screen, as per Fig.1, double-click Summary Usage Analysis or select the report itself and select Run Report
     
     Fig. 01 - Loading the Summary Usage Analysis
    Fig.1 - Running the Summary Usage Analysis report 
     

    Report Criteria:

    • Enter report criteria to get desired results, as per Fig.2
       

      Fig.2 - Report Criteria for the Summary Usage Analysis report

    Fig.2 - Report Criteria for the Summary Usage Analysis report
     
     
    Fields Description
    Date Range Option Ability to run report for financial period or between specific dates.
    Period Selects the financial period and year to generate the report for.
     
    From Date When running by Date Range will need to be entered.
    When running by period will auto populate with the start date of the period.
    To Date When running by Date Range will need to be entered.
    When running by period will auto-populate with the end date of the period.
    Include Inventories If checked will include the Inventory values in the calculation.
    Include Storeroom If checked will include the Storeroom cost category.
    Display Outlet GL Account If checked will display the Outlets GL Account as defined under Property > Setup > Location > Outlet > General Ledger Account field. [If applicable]

     Report Results:

    • When the Summary Usage Analysis report is generated, the result should look similar to Fig.3
    image__6_.png
    Fig. 3 - Summary Usage Analysis results 

     
    Fields Description
    Fiscal Period Displays the Fiscal Period number as defined under Property > Setup > Fiscal Calendar.
    Fiscal Year Displays the Fiscal year as defined under Property > Setup > Fiscal Calendar.
    Outlet The Adaco outlet number.
    Outlet Name The Adaco outlet Name.
    Outlet GL Account Displays the outlet GL Account as defined under Property > Setup > Location > Outlet > General Ledger Account field. [If applicable]
    Period to Date
    • Net Sales: Outlet sales entered under Accounting > Period Reporting > Enter Outlet Sales menu.
    • Mix %:  This is a one outlet report so this percent age will always be 100 %.
    • Cost of Sales: [Beginning Inventory Value + Total Purchases + Requisitions & Transfers + Inventory Adjustments + Usage Adjustments] - Closing Inventory Value.
    • % of Sales: calculation % of Sales = PTDUsageCost / PTDSales x 100.
    Year To Date
    • Net Sales: Year to Date Outlet sales entered under Accounting > Period Reporting > Enter Outlet Sales menu since the start of the year up t the period selected.
    • Mix %: Year to date mix percentage
    • Cost of Sales:
    • % of Sales:
    Category The category number and name as defined Property > Setup > Categories.
    Net Totals The sum of each column.

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    Comments

    Ed Tebo

    Is there a way to have net sales per outlet populate for F&B w/o manually entering the data ?

    At one time, this was integrated with out POS software, now its not?

    Kay Capell

    Good day Ed!

    For POS sales to pull into reports there is an Administration flag that needs to be enabled in the Customization section outlined in this article Adaco Administration: Property Preferences (General and Languages and Customization) – Fourth & HotSchedules Customer Success Portal.  

    In your particular case all is enabled as it should be and I've raised a technical support case on your behalf so that the team can look into this further.

    Kay Capell

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