Getting Net vs Gross Sales on your MarginEdge Reports
What shows up on your nightly sales email is based upon your settings on your sales mapping screen. To change them go to the accounting menu on the left side of the screen and select the “Sales Mapping” submenu.
Here you will see all of the information from your POS that is imported into MarginEdge. There are two key lines to pay attention to: Category Type and Exclude.
- Category Type will either be blank or “Food, Beer, Wine, Liquor, or Other.” For the rows related to sales of one of these four types, please pull down the menu and select the relevant type. (Note: this information is not actually for the accounting export. It is used in MarginEdge for your P&L, food usage, budgets, etc. – it means items you flag as “Food” will count in the appropriate places.) If you wish your discounts to be reported in your net sales in MarginEdge, you select a Category Type. If you do not wish a discount to appear in your sales reporting in MarginEdge, do not select a Category Type.
- Exclude: This does NOT exclude this line from reporting to your accounting system! This field gives you the option to include/exclude things like discounts from your net/gross sales reports you see in MarginEdge and in your sales emails. In other words, lines you want to be counted as sales should be marked as “No”; anything you do not want to be counted – tenders, taxes, tips, paid-outs, etc. – set to “Yes.” Anything set to “Yes” does not require a Category Type.
You can edit any of these fields by double-clicking on them and selecting the desired option from the drop-down menu.
Once you’ve made adjustments, don’t forget to save your changes and your reporting will reflect your new preferences.