Difficulty Level - Advanced Impact - Store Level

Sales Assumptions are rules that determine how menu and inventory items usage are distributed when they can't be tracked easily.

To access Sales Assumptions settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Inventory from the Filter drop-down list.

    2. Click on Sales Assumptions from the List box in the left pane.

Sales assumptions are useful when it's difficult or not possible to track the exact usage of inventory items. For example, the contents of a box of assorted donuts. While some POS's let you specify exactly which donuts went in the box, others may not. Additionally during rush hour, staff may choose not to enter the specifics into the POS so that they can serve customers quicker.

Sales assumptions rules let you to decide how inventory and menu items get distributed when a menu item or a combination of items is sold. Hence for the above example, you can either have CLEARVIEW determine the distribution based on the previous days records, or determine what combination of donuts forms the assortment yourself.

The assumptions are in the form of percentages that determine the distribution. Continuing with the donut example, if the sales assumptions for assorted donuts are set as 30% glazed, 30% chocolate, 20% maple and 20% sprinkles, it would mean that for every 100 donuts billed in the form of box of assorted donuts, CLEARVIEW will assume that 30 of them were glazed, 30 were chocolate, 20 were maple and 20 were sprinkles.

Once a sales assumption is created, it needs to be mapped to the recipe of the menu item(s) to function.

CLEARVIEW users do not have access to create and map sales assumptions. Changes to sales assumptions need to be communicated to CLEARVIEW by your corporate office.

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

  • Category: The name of the sales assumption.

  • System Calculated: Indicates whether the percentages are manually set or automatically calculated every day.

    • Yes indicates that POS transactions (for which the items were specified) of the previous day are averaged. This average distribution is then assumed as the percentages for the next day.

      • This option should only be used if your POS system supports the entry of specifics for transactions.

      • Menu items for which the sales data is to be recorded so that the system can make the necessary calculations, must be mapped to the sales assumption in the Include in Assumption field on the Menu Item Update page.

    • No (overridden) indicates that the organization has set the sales assumption to be calculated automatically, but the store has changed it to be calculated manually.

    • No indicates that the percentages are entered manually and will remain the same until they are manually changed.

  • System Only Flag: Yes indicates that the organization has set the sales assumptions to be calculated automatically and stores cannot override it, while No indicates that the store can override System Calculated to manual.

  • Last Used by Recipes: Is the last date on which a menu item that included the sales assumption was sold.

ClosedView or Edit the Percentages for a Sales Assumption Category

  1. Go to Sales Assumptions settings.

  2. Select the Area* and Store for which you want to view or edit the sales assumptions.

  3. Use the Last Used By Recipes and System Calculated filters Drop-down boxes that let you select from the options available. if required.

  4. Click on the Go button.

  5. Click on the name of the Category that you want to view or edit.

  6. To edit the percentages, in the Update Sales Assumptions window:

    1. If the category is system calculated, select Yes from the Override System Calculation drop-down list.

      System calculated sales assumptions can be overriden by stores as long as the organization has not flagged them as system only.

    2. Change the percentages of the elements as required.

      The Total must equal 100 to be able to save the changes.

    3. Click on the Update button.

ClosedView Historical Data for a Sales Assumption Category

The percentages applied to a Sales Assumption Category in the past can be viewed for a particular day/week through the following method:

  1. Go to Sales Assumptions settings.

  2. Select the Area* and Store for which you want to view the historical data.

  3. Use the Last Used By Recipes and System Calculated filters Drop-down boxes that let you select from the options available. if required.

  4. Click on the Go button.

  5. Click on the date in the Last Used by Recipes column of the category that you want to view the historical data.

    If no menu items containing the sales assumption category have been sold, the Last Used by Recipes will be blank for that category.

  6. In the Assumption Historical Values window:

    1. Select the Year from the drop-down list.

    2. Select the Week Ending of the day or week that you want to view the historical data from the drop-down list.

    3. Click on the Go button.

Related CLEARVIEW Pages

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