Step 8.0
Reports and analytics
Stock variance, purchases, supplier performance, sales trends, and menu engineering.
Invinite surfaces insights from your daily transactions and stocktakes — without building spreadsheets. Analytics are available per team and roll up across outlets for group-level visibility.
Stock variance
The stock variance report shows the gap between theoretical and actual stock over a period. Filter by:
- Date range
- Category
- Individual item
- Team or outlet
Use this to answer: "Where are we losing stock?" and "Which categories have the worst variance?"
High-variance items deserve investigation before they hit your P&L.
Purchases
The purchases report answers what you actually paid, from goods received notes — not purchase-order commitments.
- Spend by supplier (invoice lines, plus delivery fees as a separate total)
- Items bought from each supplier
- Quantity and amount by item variant
- Downloadable Excel (suppliers, items, items by supplier)
Filter by received date. Quantities are in purchase units when the pack size is consistent; count units are the comparable figure when pack sizes mix. $0 free-of-charge lines still appear. Credits done as adjustments are not purchase returns and will not reduce this report.
Available for a team and rolled up across outlets.
Supplier performance
The supplier performance report is about reliability, not what you paid:
- On-time delivery and lead time
- Invoice price vs catalogue price (discrepancies)
- Delivery frequency
Use Purchases for spend and quantities. Use this page to decide whether a supplier is dependable.
Sales trends
Sales trends show what sold and when — volume and revenue over daily, weekly, or monthly periods. Combine with costing data to see which periods drive margin and which drain it.
ABC analysis
ABC analysis classifies your inventory by value and movement:
- A items — high value, high movement. Count frequently, manage tightly.
- B items — moderate value or movement.
- C items — low value, low movement. Count less often.
Focus your stocktake effort and variance investigation on A items first — they have the biggest financial impact.
Dead stock
Dead stock identifies items with little or no movement over a period. These tie up capital and shelf space. Review dead stock regularly to decide: promote, discount, transfer, or discontinue.
Inventory turnover
Turnover measures how quickly you sell through inventory. Low turnover on perishables is a waste risk. High turnover on spirits may mean you're under-ordering.
Turnover benchmarks vary by category — spirits turn slower than fresh produce. Compare within category, not across.
Menu engineering
If you sell recipes (cocktails, dishes), menu engineering classifies each menu item into four quadrants based on real COGS and sales volume:
| Quadrant | Margin | Popularity | Action |
|---|---|---|---|
| Stars | High | High | Promote, protect recipe |
| Plowhorses | Low | High | Raise price or reduce portion cost |
| Puzzles | High | Low | Promote harder or reposition |
| Dogs | Low | Low | Remove or rethink |
Unlike systems that use fixed reference costs, Invinite calculates margin from actual purchase prices via your GRN history — so the matrix reflects reality, not guesses.
Costing method reminder
All cost-based analytics respect your organization's costing method:
- FIFO — oldest inventory consumed first (default)
- LIFO — newest inventory consumed first
- Weighted Average — perpetual average of all receipts
Costs are calculated on-demand, not frozen at transaction time. If you correct an old GRN, downstream costs update automatically.
Putting it together
A practical review rhythm for a bar manager:
- Weekly — check stock variance for top 10 items by value
- Monthly — review purchases (supplier + item spend) and dead stock
- Quarterly — run menu engineering on the full menu; adjust pricing and recipes
Invinite gives you the numbers. What you do with them is where margin lives.
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