Import new invoice
Review extracted items
| Product name | Category | Qty | Unit ($) | Line total ($) | Price change | Status |
|---|
| Product name | Category | Cases ordered | Total spent ($) | Bottles/case | Bottle cost ($) | Bottle size | Drinks/bottle | Menu price ($) | Cost/drink ($) | Profit/drink ($) | Margin % | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grand total | ||||||||||||
| Date | Invoice # | Vendor | Product name | Previous ($) | New price ($) | Change |
|---|
Price history is recorded each time you import an invoice. First import of a product shows as "new".
Log a sales period
COGS formula: Opening inventory + Purchases − Closing inventory = Cost of goods sold
Enter closing inventory value from your physical count at the end of each period. Leave blank to use purchases only.
| Date | Period | Sales ($) | Purchases ($) | Closing inv ($) | COGS ($) | Pour cost % | Actions |
|---|
Pour cost % = COGS ÷ sales × 100. Industry target: under 20% for spirits, under 25% for beer. COGS = opening inventory + purchases − closing inventory.
Reorder list
Products at or below their par level. Set par levels in the Product totals tab.
Monthly alcohol spend
Total cost of invoices imported each month, grouped by vendor.
Pour cost trend
Weekly pour cost % from your Sales tab entries. Add alcohol cost per period to see the trend.