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Stockroom Analytics: Cost of Goods Sold

Updated over a week ago

Cost of Goods Sold tracks the cost associated with products being used by various activities (treatments, etc.) within a Practice.

🎓 Cost of Goods Sold is calculated by converting a Product’s QOH to its buying unit and multiplying by its buying cost.

Graphs and Charts can be filtered to show:

  • Location

  • Date

    • Today

    • Yesterday

    • Last week

    • Last 7 days

    • Last 30 days

    • Last month

    • Last 3 months

    • Last 12 months

    • Specific dates

    • Relative dates

      • Current day, week, month, quarter or year

      • Past minutes, hours, days, weeks, months, quarters or year

      • Next minutes, hours, days, weeks, months, quarters or years

    • Exclude

      • Days of the week

      • Months of the year

      • Quarters of the year

      • Hours of the day

  • Product

  • Inventory Tags (Details)

  • Priority

There are two main screens within Cost of Goods Sold; Summary and Details.

Summary

The summary screen displays the following graphs and charts:

  • Total Cost of Goods Sold: The cost of Goods Sold across all selected Practice locations.

  • Daily Cost of Goods Sold by Priority

  • Cost of Goods Sold by Priority

  • Daily Cost of Goods Sold by Location

  • Cost of Goods Sold by Location

  • Daily Cost of Goods Sold by Inventory Tag

Using the 3-dot menu in the upper right corner of any of the graphs, charts, or Inventory List will allow you to download results in .csv, .xlsx, .json, or .png file format.

Hovering over any portion of the chart or graph will produce a tool tip that will either further break the chart down and show what each portion represents or will display the specific value on the graph including the date.

Details

The Details screen displays the following:

  • Cost of Goods Sold List

  • Cost of Goods Sold Shares

  • Cost of Goods Sold by Product

Each column in the Cost of Goods Sold List has a carrot symbol (🔼) that you can use to sort the column in ascending or descending order. In the lower right hand corner, you will have the ability to advance the page and see more rows of products.

Using the 3-dot menu in the upper right corner of any of the graphs, charts, or Cost of Goods Sold List will allow you to download results in .csv, .xlsx, .json, or .png file format.

Hovering over any portion of the chart or graph will produce a tool tip that will either further break the chart down and show what each portion represents or will display the specific value on the graph including the date.


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