Theoretical Variance Review Screen (Mobile)

Prev Next

The Theoretical Variance Review screen lists all counted items with their actual and theoretical quantities. It is used to review and resolve discrepancies before completing the inventory count.

From this screen, users can:

  • View all counted items and their variance details

  • Filter or sort the list to focus on specific variances

  • Review items flagged as violations

  • Open item details to confirm or adjust quantities


Security

Users must have the following permission to access the Theoretical Variance Review screen:

  • Food → Inventory Counts → View Inventory Counts → View Variance Tab

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.


Navigation

On the Inventory Count screen, tap Review Variances.

The Review Variances button is disabled for users without the View Variance Tab permission.


Theoretical Variance Review Screen Buttons and Fields

Button/Field

Description

1

Back

Returns to the Inventory Count screen.

2

Search

Searches the item list for entered text.

3

Filter

Opens the filter menu with the following options:
Filter By

  • All items

  • Violations

Sort

  • Efficiency % (descending)

  • Actual quantity usage (ascending)

  • Actual quantity usage (descending)

  • Actual $ usage (ascending)

  • Actual $ usage (descending)

  • Theoretical quantity (ascending)

  • Theoretical quantity (descending)

  • Theoretical $ (ascending)

  • Theoretical $ (descending)

Template

  • Displays all templates included in the count

  • One or more templates must remain selected

Template options are only available when the new Inventory Template experience is enabled.

4

Quick Filters

Filters the item list to show either all items or all items with variance violations.

5

Quantity Toggle

Switches the values between dollar and item quantity.

6

Item Summary

Variance summary for a single item within the count. Tap to open its item details.

7

Item Name

Name of the item counted.

8

UofM

Unit of measure used to count the item.

9

Actual Bar

Shows the actual usage of the item in dollars or in quantity.

  • This bar will be orange when the item variance is outside the acceptable variance threshold.

  • This bar will be green when the item variance is within the acceptable variance threshold.

10

Theoretical Bar

Shows the theoretical usage of the item in dollars or in quantity.

11

Violation Notice

Indicates that the item has a variance threshold violation.

12

Variance Percentage/

Efficiency %

The efficiency percent. This is the calculation of theoretical cost divided by the actual cost of the item.

The efficiency percent is always calculated using cost in dollars and displays the same value whether reviewing the items in quantity or dollars.

13

Complete

Marks the inventory count as complete.

This button is disabled until all storage locations are 100% counted.  


Item Variance Details Screen

When an item is tapped, the item variance details appear.


Button/Field

Description

1

Back

Returns to the Theoretical Variance Review screen.

2

Dollar / Quantity Tabs

Switches between dollar view or quantity view.

3

Actual / Theoretical Bars

The actual and theoretical usage of the item in either dollars or quantity.

  • The actual bar will be orange when the item variance is outside the acceptable variance threshold.

  • This actual bar will be green when the item variance is within the acceptable variance threshold.

4

Item Name

Name of the item counted.

5

Date Last Counted

The last time this item was counted.

6

UofM

Unit of measure used to count the selected item.

7

Efficiency %

The efficiency percent. This is the calculation of theoretical cost divided by the actual cost of the item.

The efficiency percent is always calculated using cost in dollars and displays the same value whether reviewing the items in quantity or dollars.

8

Variance

The variance between the theoretical and actual usage. This is the actual usage minus the theoretical usage.

9

Previous Qty

Quantity of the item counted on the last inventory count.

10

Current Qty

Quantity of the item entered on the current inventory count.

11

Edit Entry

Tap to manually update counts for all storage locations and units of measure.

12

Purchases

The cost or quantity of the item purchased between the last count and the current count.

13

Transfers

The cost or quantity of the item transferred in or out of the store between the last count and the current count.

14

Waste

The cost or quantity of the item logged as waste between the last count and the current count.