This table provides a detailed breakdown of your costs and sales at the individual product/recipe level. You’re able to see what specific products are being sold, the total net sales within a timeframe, and the profit margin.
At the top of the page, you’ll find tools to customise your view:
Tabs: Switch between different reporting views, such as "Flash Report” or "Weekly COGS”.
Date Selector: Pick the specific day or date range you want to see.
Location Selector: Narrow down your results to a specific site, or look at all sites together.
The Line-Level Table
The table lists all your products, showing how they’re performing. Here’s what each column means:
POS Name: The name of the product as it appears in your Point of Sale (POS) system.
Modifier: Variations or customisations added to a product that's sold (i.e different milk types for coffee drinks)
Edify Name: Name for the product/recipe set in Edify
Product Class: The category of the product/recipe (i.e "Beverage" or "Food").
Qty Sold: The total number of units sold during the selected period.
Cost per Unit: How much it costs to produce one unit of the product.
Total Cost: The total cost for all units sold.
Sale Price per Unit: The price at which one unit is sold to customers.
Net Sales Total: The total revenue earned from selling this product.
Gross Margin: The percentage of revenue remaining after production costs are subtracted (an indicator of profitability).
Additional Features
Filters and Sorting: Use the filters (bottom-right) to focus the table data on specific products/metrics.
Totals Row: A summary row at the bottom gives you the overall totals for each metric.
Downloading the Report: You can download the data for further analysis or reporting (bottom-right export button).
Line Level COGs FAQs
The Gross Margin on one of my items is way too low, what's wrong?
Your gross margin appearing as too low (e.g. -100%) could be due to a few things, but there are troubleshooting steps you can take to work out the problem:
Check the POS Matching is correct - Is the POS Item matched to the correct product or recipe? You can check a few ways, firstly you can see what a POS Item is matched to by viewing the 'Edify Name' column. You can also go to the POS Matching Tool. If there is an error this can be fixed in the POS Matching Tool.
Check the recipe or product is setup correct - By clicking the 'Edify Name' you will be taken to the recipe or product this POS Item is matched to. Check the quantities in the recipe are correct, is there an ingredient that's set wrong that's increasing the cost of the recipe? Similarly, is the cost and pack setup of the product correct? Amend any errors.
If matched to a product, check the unit of measure is correct - Navigate to the POS Matching Tool and search for the POS Item. Ensure that the correct unit of measure has been set. For example, if you sell bottles of water per bottle but the unit of measure is set to 'case' this will affect the Gross Margin.
If you have completed these steps and the problem persists please reach out to our Support Team.