The Theoretical Troubleshooter generates reports for inventory items (and menu items that include the inventory items) for which the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. was not calculated for the day, along with the issue(s) that might have contributed to the problem. Additionally, the page also generates sales assumptions reports.
The Theoretical Troubleshooter page may be reached through:
-
The Theoretical Troubleshooter link under Reports > Inventory on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
-
The Theoretical Troubleshooter link under Inventory > Reports on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
The theoretical troubleshooter and assumption history reports can only be viewed for the last six weeks.
Theoretical Troubleshooter for Inventory Items and Menu Items
TO VIEW THE THEORETICAL TROUBLESHOOTER REPORT:
-
Open the Theoretical Troubleshooter page.
-
Select the Area* and Store for which you want to view the report from the drop-down list(s).
-
Select the Date for which you want to view the report.
-
From the Method the drop-down list:
-
Select Item to identify inventory items for which the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. was not calculated.
-
Select Product to identify menu items that contain inventory items for which the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. was not calculated.
-
-
Click on the Go button.
The following information is displayed in the Theoretical Troubleshooter tab, for the Area*, Store, Date and Method selected:
For the menu item (product) report, click on the name of a menu item to see the inventory item(s) mapped to it for which the theoretical usage The estimated usage of an inventory item based on menu item sales, recipes mapped to the menu items, sales assumptions and waste recorded. was not calculated.
-
Item: The name of the inventory item.
-
Inactive Item:
-
Missing: An X in this column indicates the inventory item does not exist in CLEARVIEW.
-
Inactive(Org): An X in this column indicates that the inventory item is inactive at the organizational level (i.e. for all stores in the organization).
-
Not Carried: An X in this column indicates that the item is not carried in inventory at the store selected.
-
-
Supplier Product:
-
Missing: An X in this column indicates that there is no supplier product An inventory item in a package size available from a particular supplier. mapped to the inventory item.
-
Inactive: An X in this column indicates that the supplier product An inventory item in a package size available from a particular supplier. mapped to the inventory item is inactive.
-
No Price: An X in this column indicates that the supplier product An inventory item in a package size available from a particular supplier. mapped to the inventory item does not have a price.
-
Report links:
-
Clicking on a link in the Inactive Item - Inactive(Org) column opens the Basic tab of the Inventory Item Information page where you can change the status if required.
-
Clicking on a link in the Inactive Item - Not Carried column opens the Store Info tab of the Inventory Item Information page where you can change the inventoried status for the store if required.
-
Clicking on a link in the Supplier Product - Missing column opens the Store Info tab of the Inventory Item Information page where you can assign a supplier product An inventory item in a package size available from a particular supplier. to the inventory item.
-
Clicking on a link in the Supplier Product - Inactive column opens the Store Info tab of the Update Product Information page where you can change the status if required.
-
Clicking on a link in the Supplier Product - No Price column opens the Price History tab of the Update Product Information page where you can create a new price if required.
Assumption History
TO VIEW THE SALES ASSUMPTIONS REPORT:
-
Open the Theoretical Troubleshooter page.
-
Click on the Assumption History tab.
-
Select the Area* and Store for which you want to view the report from the drop-down list(s).
-
Select the Date for which you want to view the report.
-
From the Used by Recipes? drop-down list:
-
Select Yes to only view the sales assumptions used in recipes.
-
Select No to only view the sales assumptions not used in any recipes.
-
Select All to view all the sales assumptions.
-
-
Click on the Go button.
The following information is displayed in the Assumption History tab, for the Area*, Store, Date and Used by Recipes? selected:
-
Category: The name of the sales assumption.
-
Used by recipes on this day?:
-
Yes indicates that the sales assumption was effective on the day of the report.
-
No indicates that the sales assumption was not effective on the day of the report.
-
Click on the name of a category to view the percentage distribution of the sales assumption for the day. The following details are displayed for the elements of the sales assumptions:
-
Details: Name of the element in the sales assumption.
-
Percent: The percentage distribution of the element in the sales assumption.
The percentage distribution of all elements in a sales assumption that was not effective on the day of the report will be zero.
-
Notes: Any notes made.
Associated Settings
-
Inventory Item Master List controls the complete list of inventory items in the organization.
-
Inventory Item by Location controls the inventory items for the store selected.
-
Inventory Items controls the set-up of individual inventory items.
-
Supplier Product controls each package size of inventory items as supplied by the vendor.
-
Sales Assumptions controls sales assumptions that are mapped to recipes.
-
Point of Sales Details contains the PLU Product Look-Up code is the numeric code used in Point of Sale systems to identify a menu item that is sold to a customer. map 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.