COGS Maintenance Objective
The COGS maintenance page serves as the single template for all stores' Cost of Goods reporting in Decision Logic. This page is set up during the implementation of your site.
You can view the Cost of Goods Sold Report by navigating to:
Reports > Cost and Variance > Cost of Goods Sold
COGS Maintenance Accounting Categories
Create "Accounting Categories" that will be used for each ingredient or inventoried items Account.
Enter Category #.
Determine Sort Order of Accounts on the Cost of Goods Sold Report.
Select a PPC Account that each Accounting Category should use.
this is required for purchases to show up in the Cost of Goods sold report.
If a PPC Account does not exist, first make one under PPC Maintenance#Accounts.
Define Accounting Method.
Uses the last received price in the system for price extensions in the Cost of Goods Sold Report.
FIFO First In First Out, see link for more information.
Enable Display Prices on Order Guides for each Accounting Category.
COGS Maintenance Category Sections
Create a Cost of Goods Sold report template.
Create Category Sections.
Enable or Disable Show Category Section on Report.
Define sections Parent Sections.
Define Sales Departments the report will use as a divisor when calculating Usage on the Cost of Goods Report.
Your COGS Rollup view will only show COGS Categories that include at least one COGS Account which has been given a Department assignment in COGS Maintenance.
COGS Maintenance Prerequisites
Before setting up COGS Maintenance, it is best to ensure the following references are complete.
This will ensure you have all the required Accounts and Sales Departments configured for reporting on your Cost of Goods Sold Report.
Changing Cogs Maintenance
If you are unsure how to re-design your Cost of Goods sold report, consult with Decision Logic.
Moving PPC Accounts to new accounting categories requires a historical COGS and TvA update.
When to make Changes in COGS Maintenance
Below are some common reasons for changing COGS Maintenance.
An Accounting Category needs to be moved out of 1 primary section into another.
An Accounting category is not being divided by the correct sales totals.
E-Invoices are not importing correctly.