Shelf Extensions

This article refers to the Shelf Extension functionality for Decision Logic’s web and mobile application.

Shelf extensions are used in all ingredient-level reports and exports, which can supplement third-party accounting.

Site Menu Navigation

Administration > Accounting > Shelf Extensions 

Shelf Extension Features

• Shelf extensions export can supplement third-party accounting systems.

• View a Beginning Inventory % (percent) by Category or Item

• Export Inventory $ (dollars) by Category

• Metrics include:

  • Inventory Quantity

  • Inventory Multiplier

  • Case Conversion

  • Case Price

  • Extended Inventory total price for each fiscal week

Getting Started

The Shelf Extensions reports offer the on-hand value of products by inventory date. The values are the same as Beginning or Ending Inventory in Cost of Goods -based reporting.

For example:

If you enter an inventory count of “15 Each” for apples and there are 10 apples Per Case, and the cost of those apples were $20 Per Case then the “Extended Cost of the product on my Shelf” would be 1.5 Cases. This brings the total to $30. ($20 x 1.5 = $30).

View Shelf Extensions

Begin by navigating to:

Administration > Accounting > Shelf Extensions

1. Select the Company, Region, Area, or Store.

2. Click View X Store.

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3. Select a Date where Inventory has posted.

   1. The green dot represents the inventory week start and likely a day that inventory was posted.

   2. The orange triangle represents when a Period starts.

4. Click Apply.

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This will display the results by Accounting Category.

Accounting Category Detail

You can view the ingredient details by selecting the arrow next to an Accounting Category.

Here are the definitions of the information provided in each column within the table:

• INV QTY is equal to the quantity for the ingredient entered and posted in Inventory.

• INV MX is the Inventory Multiplier defined in Bid File Maintenance for the selected Store’s Distributor Bid File item.

• Cases are Inv Qty / Inv MX.

• Price is determined by either the Market Value from the last received purchase or FIFO. See Cost of Goods Sold Validation and Analysis.

• Total is the extended total calculated as Cases * Price.

Export Shelf Extensions

Decision Logic offers a Shelf Extension export that can be viewed and downloaded from the shelf extension page.  Clients most often utilize these reports at the end of a month, period, quarter, or year. Therefore, keeping these numbers low helps ensure proper product rotations for freshness.

• To export the summary report into an excel document, select Export Summary.

  • The Summary Report will sum the extended values per COGS Category.

• To export the detailed report into an excel document, select Export Detail.

  • The Detail Report will show values per ingredient.

Shelf Extension Requirements 

Shelf extensions are used in all ingredient level reports in Decision Logic.

This section reviews each step required to get extended dollar values to report on Shelf Extension, COGS, IvA, TvA, and Unit Pricing on Manual Receives.

If all of the required steps are not completed, you will fail to get complete and accurate reporting. Therefore, having the setup done accurately is imperative for quality reporting.

1. The Ingredient has to be added to an Inventory Set that the store is assigned to.

2. The Bid File must be mapped to an Ingredient.

3. The Bid File must be added to an order guide that the store is assigned to.

4. The Bid File item has a price greater than $0.00.

5. The Bid File item has an Inventory Multiplier and a Recipe Multiplier greater than 0.

6. An order must be received that includes an item that is mapped to the ingredient.

Shelf Extensions Validation

• Validate the bid file mapping by navigating to Bid File Maintenance or Ingredient Management.

• Validate that the item is on an order guide by navigating to Order Guide Maintenance.

• Validate that an ingredient is on an Inventory Set by navigating to Inventory Set Maintenance.

• You can validate that an order has included the ingredient by navigating to the Product Velocity, Cost and Variance, or Cost of Goods Sold Report (COGS).

Locking in the received price will allow the associated cost to extend.

If there is no order received, the item will still be included in COGS and IvA reporting after the second inventory and purchases have been received, assuming all setup requirements have been met.

Shelf Extension Corrections

After making any shelf extension requirement changes, you will want to request a COGS update to correct COGS, IvA, TvA, and Shelf extension reporting. The COGS update will reflect any changes made and update reporting to use in the current bid file information.

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