Drop Chart Worksheet

This page allows you to generate and view drop charts - charts that provide you with the quantity of inventory items that need to be cooked at various periods in order to efficiently meet the forecasted demand.

There are two steps to building a drop chart:

Creating a drop chart sheet - Refers to creating a list of inventory items along with setting the constraints for the items.

Click here to learn how to create, edit and delete drop chart sheets.
Generating a drop chart - Refers to the CLEARVIEW function of developing a drop chart for the store, day and sheet that you’ve selected.

Once a drop chart sheet is created in settings, it can be generated at any time for the date required.

Drop figures can be included in Production Charts. If your organization or store uses production charts and includes cook time, you don't need to create drop chart worksheets.

Click here to learn how to edit the controls for Production Charts.

Use the filter Drop-down boxes that let you select from the options available. at the beginning of the page to select the Area*, Store, Date and the drop Sheet that you'd like to view or generate.

If a drop chart for the sheet specified in the filters Drop-down boxes that let you select from the options available. has not been generated for the day, the page will be titled Set Trend Parameters.
If a drop chart for the sheet specified has been generated for the day, the page will begin with an Update and a Change Trend Parameters button at the top of the page.

Drop quantities are calculated by averaging the actual usage of the items for the past days selected by you when generating the chart. If the Drop Chart control is set to Yes, the averaged figures are adjusted with forecasted data.

Click here to learn how to change the Drop Chart control in Inventory Reporting.

Drop sheets are inventory items that have been grouped together based on your store's requirements. Drop chart sheets are controlled by the Drop Chart settings.

Click here to learn how manage drop chart sheets and include or remove inventory items from a drop chart sheet.

Some of the attributes you'll encounter when generating or editing a drop chart are:

Number of days history to use: Allows you to select the number of days of past data that you want averaged when calculating the drop chart figures.
Based on last X: (where X is the number selected in Number of days history to use) Allows you to select the days that you would like to use in the calculation.
Calculation Method*: This attribute is available only 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.
- Menu Sales by Time Period: This option uses the sales by time period to determine how the total drop quantity for the day is distributed.
- Summary Sales by Day: This option will use the breakdown for each item as per the set-up.
  
  Click here to learn how to specify an alternate breakdown in Drop Charts.
Sales Adjustment %: Lets you update your forecast by adjusting the average for all the inventory items for the day by the percentage entered.

TO GENERATE A DROP CHART:

Open the Drop Chart Worksheet page.
Select the Area*, Store and Date for which you want to view the drop chart from the drop-down lists.
Select the name of the drop sheet you want to generate from the Sheet drop-down list.
Click on the Go button.
Select theNumber of days history to use from the drop-down list.
Select the days to be used as trend days from the Based on last X drop-down list.
Change any of the Trend Dates by selecting them from the drop-down calendars, if required.
Click on the Continue button.
If you want to change the forecasted sales for all the items for the day by the same percentage:
1. Make changes to the Sales Adjustment %* figure.
  
  The Sales Adjustment % is automatically calculated if the Drop Chart control in Inventory Reporting is set to use forecasted data, else it is populated with the value saved for the last chart generated.
  
  Click here to learn how to change the Drop Chart control in Inventory Reporting.
2. Click on the Go button.
The % entered may be modified by CLEARVIEW for each inventory item to round up the total quantity based on the controls selected in the drop chart sheet.

Click here to learn how to change the decimal places and round up at controls for an inventory item in Drop Charts.
Change the adjustment % or total estimated demand for each individual inventory item if required.

The adjustment % or total estimated quantity entered may be modified by CLEARVIEW to round up the total quantity based on the controls selected in the drop chart sheet.

Click here to learn how to change the decimal places and round up at controls for an inventory item in Drop Charts.
If you'd like to override the calculated estimated demand for each time period for an inventory item, change the quantities for each time period as required.

Click here to learn how to edit the drop chart periods.
Click on the Save button.

Adjustments can still be made to all the fields, except for the Sales Adjustment % field, once the worksheet is saved.
Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..
Click on the Print button to view and print the drop chart.

TO VIEW A DROP CHART:

Open the Drop Chart Worksheet page.
Select the Area*, Store and Date for which you want to view the drop chart from the drop-down lists.
Select the name of the drop sheet you want to view from the Sheet drop-down list.
Click on the Go button.

The following information is displayed on the page:

Store: The name of the store for which the drop figures were calculated.
Date: The date for which the drop chart was generated.
Sheet: The name of the sheet for which the drop figures were calculated.
Sales Adjustment %: The percentage by which the demand calculated for the trend days selected was adjusted for all the inventory items in the sheet.
The total estimated demand, based on the average of the trend days selected only, for each inventory item for the day is displayed below the name of the inventory item.
The percentage by which the estimated demand for the inventory item was adjusted is displayed below it.
The total adjusted demand for the day for each inventory item is displayed below that.
From: The start of the time period for which the drop figure is displayed.
To: The end of the time period for which the drop figure is displayed.
Avg.: The average total sales for the period based on the trend days selected.
%: The percentage distribution of the average total sales for the period, against the average total sales.

% = Avg. x 100 / Avg. Totals
The drop quantity (quantity to be cooked) for each period is displayed for each inventory item in the last column(s).

Drop Quantity = Total adjusted demand for the day x % / 100

The Recalculate based on Live Sales* button can be used if your current sales are not in line with the forecasted sales.

The Recalculate based on Live Sales button is activated for the current day only and allows you to update the drop quantities based on the most recent data received from your POS system Point Of Sale system - the system/register used to bill customers and track sales. (if your POS system Point Of Sale system - the system/register used to bill customers and track sales. supports live sales).

TO PRINT A DROP CHART:

Open the Drop Chart Worksheet page.
Select the Area*, Store and Date for which you want to print the drop chart from the drop-down lists.
Select the name of the drop sheet you want to print from the Sheet drop-down list.
Click on the Go button.
Click on the Print button.

The following information is displayed in the Drop Chart Worksheet window:

Store: The name of the store for which the drop figures were calculated.
Sheet: The name of the sheet that was used to generate the drop chart.
Date: The date for which the drop chart was generated.
Day of Week: The day of the week that the Date falls on.
Sales +/-: The percentage by which the demand calculated for the trend days selected was adjusted for all the inventory items in the sheet.
Total Sales: The total sales estimated for the date the drop chart was generated.
The total estimated demand for each inventory item for the day is displayed below the name of the inventory item.
$ Yield: The total sales apportioned to each unit of the estimated demand for the inventory item.

$ Yield = Total Sales / total estimated demand for the inventory item
Time: The drop chart time periods.
Sales: The total sales broken down for each time period based on the trend days selected.
The quantity to be cooked of each inventory item for each time period is displayed below the package size in which the quantities are displayed.

TO EDIT A DROP CHART:

Open the Drop Chart Worksheet page.
Select the Area*, Store and Date for which you want to edit the drop chart from the drop-down lists.
Select the name of the drop sheet you want to edit from the Sheet drop-down list.
Click on the Go button.
Click on the Change Trend Parameters button to make changes to the trend dates.
Change the adjustment % or total estimated demand for each individual inventory item if required.

The adjustment % or total estimated quantity entered may be modified by CLEARVIEW to round up the total quantity based on the controls selected in the drop chart sheet.

Click here to learn how to change the decimal places and round up at controls for an inventory item in Drop Chart.
If you'd like to override the calculated estimated demand for each time period for an inventory item, change the quantities for each time period as required.

Click here to learn how to edit the drop chart periods.
Click on the Update button.
Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Associated Settings

Inventory Reporting controls whether forecasted data should be used to calculate drop quantities or not.
Drop Charts controls the drop chart sheets that are included in the drop chart worksheet and the inventory items in the sheets.
Drop Chart - Custom Periods controls the time periods used in drop charts.

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