Create group planning

Group planning always refers to sales, so the costs planned here can be planned based on sales.
Group planning helps you to further differentiate your planning. The main groups, in which your merchandise categories can be combined, receive a percentage of the planned turnover. This enables you to evaluate reports more precisely later and check whether the sales are in the planned ratio or whether variances are to be assigned specifically to certain groups. In addition, you can also plan the percentage of the cost of goods and loss for each main group. Since not all items are always calculated the same way, a change can also occur in the cost of goods within a material group. However, the cost of sales can also change as a result of special prices and bundled offers.
 

To plan the losses serves them also to keep this position under control. For example, if you regularly book unsaleable goods as a loss at the end of the working day for special fresh items, have to expect complaints for particularly old wines, or simply want to keep the advertising costs under control.

Planning a Group

Press AddGroup to select one of your main groups (the names of the groups are entered in the MerchandiseGroups program).

In the Revenue field, enter the percentage of revenue with which the merchandise category is to participate in sales.

The GR Sales field represents the portion of the cost of goods that is compared with the value specified here on the basis of the actual sale. In addition to your calculation specifications, discounts (employee price level) and other promotions will increase the theoretical cost of goods (the practical cost of goods only results from a check).

The GR loss field represents the percentage of goods input that can be posted as a loss. The cost of goods posted as losses is not included in the cost of goods in sales, but is added there.

To complete your entries, press Save.

Further documentation:

Define material groups

Use loss reasons

Budget evaluations

Back to the parent page: Set Up Budget Planning