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Understanding Variance

One important piece of info BevSpot provides is variance. Your variance is the difference between your sales and inventory usage data listed as a percentage of your actual use from inventory. A negative number here would indicate a loss in your bar program.   We always expect some loss, but the closer to zero this Read the full article…


Editing Tax Percent

To edit the tax percent in BevSpot to match your area: From the Main Menu: Click Sales My Sales Items Click the More Actions button (three vertical dots) in the top right of the page Select the option that says Edit Tax Percent Change the tax percent to match the tax in your area Click Submit Return Read the full article…


How do I set up my Breadcrumb POS integration?

If you use Breadcrumb POS by Upserve, you have the ability to link your Breadcrumb account to BevSpot. With this integration, you’ll have the ability to get your Breadcrumb POS sales data to our support team for manual processing within 2 business days. This will prevent you from having to log into your Breadcrumb account Read the full article…


First Sales Report Setup

To help the accuracy of your reports, and to reduce some work for you, our Support Team will need certain types of info to get your first Item Level Sales report processed in BevSpot. PMIX file from your POS system (.csv or .xls preferred) that covers this sales period * Baseline pour sizes for wines Read the full article…


How can I get trained to use BevSpot?

There are a couple of ways to get trained to use your BevSpot account. BevSpot Training Center — Our free training center is designed to take you from novice to pro based on your actual day-to-day responsibilities. This method is best for people who benefit from a hands-off, classroom setting to learn! Full Setup & Read the full article…


Mastering Your Sales Reports

With the final webinar in this series, you’ll learn how to track your top performers, and start identifying loss in your bar program! 


Item Level Sales Reports

In order to implement sales reporting, we’ll need the following information to map as many sales items for you as possible: At least two finalized inventory counts with all order records logged in between those dates. An item-level sales report from your POS system set for the date range of your last two inventories in Read the full article…


Submitting Sales Numbers

With one of the more premium features in BevSpot, you’ll be able to submit your POS sales data to our Support team. From there, they will process them into very detailed sales reports… From the Main Menu: Click Sales History Create Sales Report Select Item Level Report Choose a File Select the Date Range for the period you Read the full article…


Category Level Sales Report

With BevSpot, you’ll be able to create high-level sales reports for your bar program… Creating your own Category Report: From the Sales History page, click Create Sales Report. Within the pop-up window, select Category Level Report and click Create a Report. Select the date range of your most recent sales period (these will be the dates of your Read the full article…


Creating Sales Items

Use this page to create and store recipes, pricing, and costing info for everything you sell. Choose the option to Add Sales Item and let the system know if this is a Single Ingredient item or a Multi-Ingredient (cocktail recipe) item. Search through your total product list on the right to find the ingredients, and select Add. Once all the ingredients Read the full article…


Why does usage affect my sales reports?

Your usage data will be compared to your sales data, so properly managing your order records and inventory counts will improve the value of your sales reports. Having an accurate usage number will give you reliable insights into your pour cost and variance, so make sure your orders and inventory counts are thorough. Reach out Read the full article…


How can I group items in my sales reports?

BevSpot allows you to sort your sales reports in four different ways so that you can look at your numbers the way you’re most accustomed to. These include: Group by Category: This will break down your sales report into all your different categories, i.e., beer, spirit, wine, mixer and other. Group by Item Type: This Read the full article…


Why do I need to match my POS numbers to inventory dates?

Since we’re mapping your sales data directly against your inventory usage data, it’s important to have the same date range so that it doesn’t create any false variance… If your inventory period is a day longer than your sales report’s date range, there will be usage from that day that isn’t accounted for in your Read the full article…


What should my POS data include?

Every back-of-house POS system is different, but they should all give you access to an item-level report… We’ll need information like units sold and price—on an itemized level—to map each individual sales item to inventory items you’re tracking in BevSpot. Sometimes, reports don’t list menu prices, but they should list units sold and total sold Read the full article…


What do I need to process my first Item Level Sales Report?

In order to implement sales reporting, we’ll need the following information to map as many sales items for you as possible: At least two finalized inventory counts with all order records logged in between those dates. An item-level sales report from your POS system set for the date range of your last two inventories in Read the full article…