Sales Information Report

With the Sales Information Report, you can identify which items were popular sellers during a specific date range and which customers affect sales and profits the most. You can also use this report to gauge mechanic productivity. For example, you could generate this report to identify the following:

Which brand of tires is the most or least profitable
Which tire of a particular size is sold the most or least
Which customer spent the most or least money
Which customer type contributes the most or least to your gross profit
Which services (labor) are sold the most or least
Which services (labor) did a mechanic perform the most

Note: When none of the sales report options are selected on the Sales Report Options screen, generating this report retrieves items sold in normal sales. When Adjustment Lines is selected on the Sales Report Options screen, this report retrieves items sold at an adjusted price along with items sold in normal sales. For more information, see Sales Report Options.

To generate a Sales Information Report

1. Select Reports from the Closing menu. The Report List appears with the Close tab selected.

2. Select Sales Information Report and click Launch. The Sales Information Report screen appears.

3. Select starting and ending dates from the Sales Date Range pop-up calendars.

4. Select the following check boxes as needed:

Active Employees Only to limit the report to active employees
Include Labor w/Sales to retrieve sales information for labor items
Show Top 25 Only to limit information to the 25 most-popular items

5. Define which customer or employee information to include on the report by doing one of the following:

For all customers, leave the Customer Name, Customer Type, and Salesperson fields blank.
For a single customer, click Customer Name and look up the customer. For more information, see Looking Up a Customer.
For one or more customer types, click Customer Type. Then select one or more types from the list that appears.

Note: For multiple types, press Ctrl while you select each type.

For information about customers assigned to a specific salesperson, click Salesperson and select a name from the list that appears.
For information about mechanic productivity, click Mechanic and select a name from the list that appears.

6. Define which items you want to include on the report by doing one of the following:

For a single item or a group of items, click Inventory and look up the item or items. For more information, see Looking Up Inventory Items.
For all items, leave the Inventory field blank.

7. To organize the items retrieved by the report, do the following:

a. Define how to list the items by selecting Inventory or Customer.

b. Select the main method of grouping the items from the Primary Group drop-down list.

c. Select an additional grouping method from the Secondary Group drop-down list, if needed.

Note: If you select Mechanic from the list of secondary groups, the report displays the names of both mechanics when the work on an invoice was performed by a pair of employees.

8. To display both invoice detail and totals on the report, do the following:

a. Select the Show Detail check box.

b. To limit the report to noninventoriable items, select the Non-Inventory only check box.

c. Select a sorting method from the Sort Detail drop-down list.

d. To display the sort detail from highest to lowest, select the Descending check box. Otherwise, leave the check box clear.

9. Click Print. The Report Window opens.

10. Print the report and close the Report Window.