Choose an inventory report

Console: Reports → Inventory reports. Confirm the working location and period before reading the figures. Business-wide valuation, profitability, month-end, and cross-location views have separate entries under Reports.

Question	Open
Where should the manager start?	Overview / Cost Pulse
How do food and labour compare with sales?	Prime Cost and Food Cost
What explains shrink, waste, or comps?	Margin Leak
Which dishes sell and earn margin?	Menu Engineering and Sales Mix
What went unavailable?	Auto 86
What was bought and which prices moved?	Purchases and Price Movers
What needs invoice approval?	Invoices
What was wasted or is sitting idle?	Waste, Dead Stock, and Stock health
What is stock worth now or at close?	Stock valuation
How do locations compare?	Cross-location
Is an accounting period ready to close?	Month end

Check date range, location, units, cost coverage, and estimated labels. A failed query, incomplete recipe, or uncounted stock is not a healthy zero. Follow the report's recovery link to its source records and verify corrections there. Exports contain restaurant operational information; share them only with people authorised for that business and period.

Start with Cost Pulse

Open Overview to see Cost Pulse for the selected location. Use it to choose the report to investigate, then check the underlying records before changing prices, staffing, or stock.

Confirm the working location.
Choose Week, Month, or Quarter. These cover the preceding seven days, one month, or three months up to the time the range is set; they are not calendar-week, calendar-month, or closed accounting-period totals.
Choose All day or a configured service shift where available. The shift narrows Prime cost, Food cost, and Avg spend. Menu and Margin leak continue to cover the whole selected period.
Wait for the figures to finish loading. A period change can briefly retain the previous figures while the new request completes.
Open the relevant tile. Check the period and shift again in the detailed report: the overview's selections are not carried into that page.

Tile	What to investigate
Prime cost	Food and labour relative to net sales. Incomplete costs means recipe coverage needs review before using the percentage.
Food cost	Actual food cost and its variance. Missing movement costs or insufficient theoretical cost can withhold the value.
Menu	Push and Fix suggestions based on item margin. Review sales volume and recipe coverage in Menu Engineering before acting.
Margin leak	Recorded shrink, waste, and comps. ≥ marks a lower bound when uncosted comps are excluded.
Avg spend	Average spend per completed order and the order count. Opening this tile takes you to Sales Mix.

If there are no configured service shifts, Set up shifts opens location settings. Set these up to match the restaurant's services with the manager; changing a report filter does not change rotas or staff shifts.

A dash or No data is not zero cost. This overview also uses that treatment when a report request fails. Open the detailed report to distinguish missing activity, incomplete costs, and a load error. No leak describes recorded, costed activity; it does not establish that no stock was physically lost.

To recover missing figures, use stock costs, recipe setup, and stock movements. Preserve the location, period, shift, warning, and affected record for the stock lead.

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