Product Mix

The Product Mix report lets you view your sales (quantity and amount) broken-down of by menu item, menu product mix Sub-categories into which menu items can be grouped. and menu product group Categories into which menu product mix (and hence menu items) can be grouped..

The information in this report is compiled from data received from your POS system Point Of Sale system - the system/register used to bill customers and track sales..

Detail

The following information is displayed in the Detail tab for the Area*, Store and Period selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

The Display Mode* toggle in the Detail tab is available only if your POS system Point Of Sale system - the system/register used to bill customers and track sales. supports the transmission of live data.

If the Display Mode* is set to Summary or Display Mode is not available:

Item: The menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item.
- Click on a menu product group Categories into which menu product mix (and hence menu items) can be grouped. to see the menu product mix Sub-categories into which menu items can be grouped. classified under it.
- Click on a menu product mix Sub-categories into which menu items can be grouped. to see the menu items classified under it.
- Click on Expand All in the header to expand all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. and menu product mix Sub-categories into which menu items can be grouped. and view all the menu items classified under them.
Units Sold: The quantity of PLUs sold for the item, based on your POS records.
Actual Units: The actual quantity sold of the item based on the sales multiplier.

Click here to learn about the sales multiplier in Menu Item Update.
Product*:

This information is only available for menu items.
- Sales: The amount received through sales of the menu item.
- % of Mix: The percentage of the menu product mix Sub-categories into which menu items can be grouped. (under which the menu item is classified) sales that the sales of the menu item forms.
  
  % of Mix = Sales x 100 / Mix Sales
Mix*:

This information is only available for menu product mix Sub-categories into which menu items can be grouped..
- Mix Sales: The amount received through sales of the menu product mix Sub-categories into which menu items can be grouped..
- % of Group: The percentage of the menu product group Categories into which menu product mix (and hence menu items) can be grouped. (under which the menu product mix Sub-categories into which menu items can be grouped. is classified) sales that the sales of the menu product mix Sub-categories into which menu items can be grouped. forms.
  
  % of Group = Mix Sales x 100 / Group Sales
Group*:

This information is only available for menu product group Categories into which menu product mix (and hence menu items) can be grouped..
- Sales: The amount received through sales of the menu product group Categories into which menu product mix (and hence menu items) can be grouped..
- % of Total: The percentage of the total sales that the menu product group Categories into which menu product mix (and hence menu items) can be grouped. sales forms.
  
  % of Group = Sales x 100 / Total Sales
Group Sales*: The amount received through sales of the menu product group Categories into which menu product mix (and hence menu items) can be grouped..
Percent of Total Sales*: The percentage of the total sales that the menu product group Categories into which menu product mix (and hence menu items) can be grouped. sales forms.

Percent of Total Sales = Group Sales x 100 / Total Sales

Status of Live Activity*

The Status of Live Activity report indicates the status of transactions received from POS stations The register or counter at which a transaction is recorded..

The Status of Live Activity section is only displayed if the Period selected is ~~~ Live ~~~*.

Station: The name of the register at the store.
Type: The register mode for the station The register or counter at which a transaction is recorded..
Last Activity: The date and time Unless specified otherwise, the date and time will always show in the user's local time. at which the last transaction was received by CLEARVIEW for that station The register or counter at which a transaction is recorded..

If the Display Mode* is set to Destination:

The Destination product mix report provides you with a break-down of all product mix sales by each destination.

Item: The menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item.
- Click on a menu product group Categories into which menu product mix (and hence menu items) can be grouped. to see the menu product mix Sub-categories into which menu items can be grouped. classified under it.
- Click on a menu product mix Sub-categories into which menu items can be grouped. to see the menu items classified under it.
- Click on Expand All in the header to expand all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. and menu product mix Sub-categories into which menu items can be grouped. and view all the menu items classified under them.
Destination: (where Destination is each service mode For example: dine-in, take-out, delivery. offered by the store or organization)
- Units: The quantity of PLUs sold for the item for the destination, based on your POS records.
- Sales: The amount received through sales of the item for the destination.
Total:
- Units: The total quantity of PLUs sold for the item for all destinations, based on your POS records.
- Sales: The total amount received through sales of the item for all destinations.

If the Display Mode* is set to Menu by Time Period:

The Menu by Time Period product mix report provides you with a break-down of the sales of the menu item selected, by each destination and time period.

Period: The time period for which information is provided.

Click here to learn how to create, edit and delete Time Periods.
Destination: (where Destination is each service mode For example: dine-in, take-out, delivery. offered by the store or organization)
- Units: The quantity of PLUs sold for the menu item selected, for the destination, based on your POS records.
- Sales: The amount received through sales of the menu item selected, for the destination.
Total:
- Units: The total quantity of PLUs sold for the menu item selected, for all destinations, based on your POS records.
- Sales: The total amount received through sales of the menu item selected, for all destinations.

Click on the Show Stores/Dates Not Reporting link to view the stores and dates that were excluded from the report and the reason they were excluded.
Click on the Show Store Earliest/Latest Period link to view the date and time Unless specified otherwise, the date and time will always show in the user's local time. of the first and last sale that was included in the report for the period selected for each store.

Sales by Category - Theoretical

The Sales by Category - Theoretical tab contains the same information as the Detail tab, but splits combination menu items into its individual components and provides the sales information only for the individual components.

Combination menu items are automatically identified by CLEARVIEW based on the sub-recipes included in the recipe mapped to it (click here to learn more).

Combination menu items will not appear as items in this tab, but the sales information for the same will be included in the individual component menu items.

Chart

The chart tab provides you with a visual representation of the sales by menu product groups Categories into which menu product mix (and hence menu items) can be grouped. as a percentage of total sales, for the Area*, Store and Period selected.

Filter Information*

The Filter Information tab is only available for individual stores if the Period selected is Daily, the Date selected is within the last seven days and the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data.

The following information is displayed in the Filter Information tab:

The Detail report* constrained by the filters Drop-down boxes that let you select from the options available. selected in the Information Settings box.
The Information Settings box which can be used to apply constraints to the product mix detail report.

The Information Settings box is also available through the Filter Information button in the Summary Report tab if the Period selected is ~~~ Live ~~~.
The End of Day Details* report:
- Station: The register from which the transactions were received.
- From: The time stamp of the first transaction received for the day.
- To: The time stamp of the last transaction received for the day.
- Received: The time at which the end of day marker was received.

Breakdown by Store*

The Breakdown by Store product mix report provides you with a break-down of all product mix sales by each store.

The Breakdown by Store tab is only available if the Store selected is All* or Consolidated*.

The following information is displayed in the Breakdown by Store tab for the Area*, Store and Period selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

Item: The menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item.
- Click on a menu product group Categories into which menu product mix (and hence menu items) can be grouped. to see the menu product mix Sub-categories into which menu items can be grouped. classified under it.
- Click on a menu product mix Sub-categories into which menu items can be grouped. to see the menu items classified under it.
- Click on Expand All in the header to expand all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. and menu product mix Sub-categories into which menu items can be grouped. and view all the menu items classified under them.
Store: (where Store is each store in the organization or area* selected)
- Sales: The amount received through sales of the item at the store.
- Units: The quantity of PLUs sold for the item at the store, based on your POS records.
Total:
- Sales: The total amount received through sales of the item for all stores in the organization or area* selected.
- Units: The total quantity of PLUs sold for the item for all stores in the organization or area* selected, based on your POS records.

Breakdown by Days*

The Breakdown by Days product mix report provides you with a breakdown of all product mix sales for each day in the selected week.

The Breakdown by Days tab is only available if the Period selected is Weekly.

The following information is displayed in the Breakdown by Days tab for the Area*, Store and week selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

Item: The menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item.
- Click on a menu product group Categories into which menu product mix (and hence menu items) can be grouped. to see the menu product mix Sub-categories into which menu items can be grouped. classified under it.
- Click on a menu product mix Sub-categories into which menu items can be grouped. to see the menu items classified under it.
- Click on Expand All in the header to expand all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. and menu product mix Sub-categories into which menu items can be grouped. and view all the menu items classified under them.
Day: (where Day is each day in the selected week)
- Sales: The amount received through sales of the item for the day.
- Units: The quantity of PLUs sold for the item for the day, based on your POS records.
Total:
- Sales: The total amount received through sales of the item for the selected week.
- Units: The total quantity of PLUs sold for the item for the selected week, based on your POS records.

Breakdown by Weeks*

The Breakdown by Weeks product mix report provides you with a breakdown of all product mix sales for each week in the selected month.

The Breakdown by Weeks tab is only available if the Period selected is Monthly.

The following information is displayed in the Breakdown by Weeks tab for the Area*, Store and month selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

Item: The menu product group Categories into which menu product mix (and hence menu items) can be grouped., menu product mix Sub-categories into which menu items can be grouped. or menu item.
- Click on a menu product group Categories into which menu product mix (and hence menu items) can be grouped. to see the menu product mix Sub-categories into which menu items can be grouped. classified under it.
- Click on a menu product mix Sub-categories into which menu items can be grouped. to see the menu items classified under it.
- Click on Expand All in the header to expand all the menu product groups Categories into which menu product mix (and hence menu items) can be grouped. and menu product mix Sub-categories into which menu items can be grouped. and view all the menu items classified under them.
Week: (where Week is each week in the selected month)
- The weeks considered for the report are financial weeks during the month, and hence the first and last weeks may be less than seven days.
  
  Click here to learn how to change the financial week in Financial Reporting.
- Clicking on a week in the header will open the Breakdown by Days tab for that week.
- Sales: The amount received through sales of the item for the week.
- Units: The quantity of PLUs sold for the item for the week, based on your POS records.
Total:
- Sales: The total amount received through sales of the item for the selected month.
- Units: The total quantity of PLUs sold for the item for the selected month, based on your POS records.

TO VIEW A PRODUCT MIX REPORT:

Open the Product Mix page.
Select the Area* and Store for which you want to view the report from the drop-down list(s).
Select the Period for which you want to view the report from the drop-down list.

~~~ Live ~~~ is available as an option only for individual stores if the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data.

~~~ Live ~~~ will display the sales since the last end of day Completion of end of day tasks on the POS which results in EOD markers sent to Clearview..
Select the specifics of the period* (Term*, Date*, Year*, Week*, Week Ending*, Month*, Quarter*, From*, To*, Accounting Period*) from the drop-down list(s).
Click on the Go button.

To apply constraints to the information displayed:
Only available for individual stores if the POS system Point Of Sale system - the system/register used to bill customers and track sales. used by your organization supports the transmission of live data, AND
- The Period selected is ~~~Live~~~ OR
- The Period selected is Daily and the Date selected is within the last seven days.
1. Click on the Filter Information* button or the Filter Information* tab.
2. In the Information Settings box:
  - Select the Order Point* for which you want to view the report from the drop-down list.
  - Select the Destination for which you want to view the report from the drop-down list.
  - Select the Station for which you want to view the report from the drop-down list.
  - Select the Cashier for which you want to view the report from the drop-down list.
  - Select the Time Period from the From and To drop-down lists.
3. Click on the Apply Settings button.

Associated Settings

Point of Sales Details controls the settings for your POS system Point Of Sale system - the system/register used to bill customers and track sales..
Menu Items controls the complete list of menu items in the organization.
Menu Product Groups controls the product groups for menu items.
Menu Product Mix controls the product mix for menu items.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

^or HST or GST and/or PST or VAT/VAT Exempt (as per your location)