The Purchasing Export is a useful source of all data related to your purchases. It's easy to filter and export what your data as a CSV so that you can then drill down into the exact numbers you want to see. This article also has several videos for how to use a Pivot Table within Excel to manipulate the data.
How to Find and Download the Purchasing Export
- Go to Setup > Integrations and scroll down to "Exports"
- Click on "Line Items" to view all line items.
- You can filter by date and if you have access to multiple units, filter by restaurant unit. You can then click to export a CSV of all the data.
What’s on the Report
- Company, Restaurant Unit
- Vendor, Invoice Date, Invoice Number
- Product, Vendor Item, Category, Category Type
- Packaging, Quantity, Unit Price, Line Price
- Count-by Price, Count-by Unit, Miscellaneous Charges
Creating a Pivot Table
A pivot table is a handy feature available in Excel that is useful for aggregating and comparing various sources of data.
Pivot Table for Reconciling Commissary or other Internal Transfers
How to create a pivot table specifically for reconciling transfers.