Where do I view and edit COGS Maintenance?

This article shows users how to make changes to the Cost of Goods Sold report from an administrative perspective.

Overview

The COGS maintenance page is the single template for all stores' Cost of Goods reporting in Decision Logic. This page is set up during the implementation of your site. Users can access and read their Cost of Goods Sold Report by following this link.

COGS Maintenance Accounting Categories 

Users can create "Accounting Categories" that will be used for each ingredient or inventoried items Account. Users will begin by navigating to:

Maintenance > Product > COGS Maintenance

1. Click the Accounting Categories tab.

2. Click New to add a new Accounting Category.

   1. Click on an existing category and then Edit to edit that category.

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3. Click Save after entries are made.

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Accounting Categories Details

• Enter Category #.

  • Category #s can be used for accounting exports like InfoSync and ADP Vantage.

• Define the Name of the account.

• Select the Section. This is the Category Section(s) created from the Category Section tab.

• 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.

• Define Accounting Method.

  • Market Value uses the last received price in the system for price extensions in the Cost of Goods Sold Report.

  • First In, First Out.

• Enable Display Prices on Order Guides for each Accounting Category.

Users can Enable Sort to move categories Up or Down in the list.

COGS Maintenance Category Sections

Users can create a Cost of Goods Sold report template by navigating to:

Maintenance > Product > COGS Maintenance

1. Click the Category Sections tab.

2. Click New to add a new Category Section.

   1. Click on an existing category section and then Edit to edit that category.

3. Enter the information requested or made edits.

4. Click Save.

   
   
   

Category Sections Details

• Create Category Sections.

• Enable or Disable Show Category Section on Report.

• Define sections Parent Sections.

• Define the Sales Departments the report will use as a divisor when calculating Usage on the Cost of Goods Report.

• Define the Accounting Categories that each section will use when pulling in purchases.

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. 

• Sales Departments in POS Admin

• PPC Accounts in PPC Maintenance > Accounts 

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.

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