The Product Mix Detail report provides a highly granular, chronological breakdown of every menu item transaction that generates revenue for guest checks within a selected time period in the Salido Bridge. While the Pmix Summary report aggregates data at a higher level, this report lists individual item-level transactions—including quantities, check numbers, custom pricing, and item modifiers—allowing managers to perform detailed audits, verify transactional accuracy, and analyze exact revenue-generating events.
This report allows you to:
- Review a detailed, chronological list of every menu item sold on closed checks that contributed to location revenue.
- Audit precise transaction details, including check numbers, ordering employees, exact sales totals, and tax parameters.
- Organize product mix data dynamically by adding custom groupings and filters.
Filtering the Product Mix Detail Report
You can adjust the filters at the top of the page to refine your results for the entire report.
- Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
- Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
- Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.
Interacting with Report Sections
The report includes a set of controls to customize its appearance and export its data.
- Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
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Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
- Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
- Schedule Report: Open the scheduling window to configure daily, weekly, monthly, or annual reports.
- Full Screen: Expand the report to fill the screen.
- Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
- Reorder Columns: Click and drag a column header to a new position in the grid.
- Column Options: Click the three-dot menu on a column header to open more options.
Note: Making changes to options will activate the SAVE CHANGES button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking SAVE CHANGES will prompt you to create a new Custom View to save your changes.
Understanding the Metrics
The Product Mix Detail report organizes specific transaction data points into defined columns to provide a clear view of item sales. You can enable or disable these columns to tailor your view.
- Reporting Category: The high-level sales category under which the menu item is classified (e.g., Food, Beer, Wine).
- Ordered At: The exact date and time the menu item was added to the guest check. By default, individual transactions are sorted in ascending order.
- COGS Category: The Cost of Goods Sold category assigned to the menu item to track inventory cost metrics.
- Menu Item: The specific name of the menu item sold.
- QTY Sold: The total quantity of the menu item sold in the transaction.
- Variant: The specific variant or size selected for the menu item (e.g., Small, Large, 12 oz).
- Daypart: The service period (e.g., Breakfast, Lunch, Dinner) during which the check was opened.
- Revenue Center: The specific area of the restaurant (e.g., Bar, Dining Room, Patio) where the transaction occurred.
- Order Type: The order classification (e.g., Dine In, Takeout, Delivery) assigned to the check.
- Location: The specific business location where the sale was processed.
- Business Date: The fiscal business date the transaction is attributed to.
- Ordered By: The name of the staff member who rang in and ordered the menu item.
- Check: The unique check identification number assigned to the guest check.
- Gross Sales: The total revenue generated from the menu item before discounts, fees, or taxes are applied.
- Discounts: The monetary value of any standard discounts, promos, or comps applied directly to the menu item, or pro-rated from check-level discounts.
- Fees: The total value of any service charges or fees applied to the check and attributed to the item.
- Net Sales: The net revenue generated from the transaction, calculated as Gross Sales minus Discounts plus Fees.
- Base Price: The standard, unmodified retail price configured for the menu item in the Bridge.
- Avg. Price: The average price at which the menu item was sold during the selected time period, calculated as Gross Sales divided by QTY Sold.
- % Net Sales: The percentage contribution of the menu item's net sales to the location's total net sales.
- % Category Sales: The percentage contribution of the menu item's net sales to the total net sales of its reporting category.
- Tax: The total sales tax amount calculated and collected for the menu item transaction.
- Taxable Sales: The portion of the menu item's sales price that is subject to sales tax.
- Override Price: The custom price manually entered on the POS terminal if a price override was applied to the item.
- Override Difference: The numerical difference between the item's standard Base Price and the custom price entered during a price override.
Grouping Options
In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:
- Ordered By
- Order Type
- Revenue Center
- Location
- Daypart
- Menu Item
- COGS Category
- Variant
- Reporting Category
To apply a grouping, follow this step:
1. Click and drag the desired field from the columns panel into the Row Groups section
Recommendation: For a high-level, aggregated overview of your product mix performance, please visit the companion guide: Understanding the Pmix Summary.
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