In DeskManager, the Sales Detail report will show various information regarding sales within a selected date range.
- To access this report, click Reports at the top, then click the + next to Sales, then double-click Detail.
- First, set the From and To dates in the top right to select the date range of sales to display in the report.
- Next, if you’d like to only see sales in a specific Lot, Location, and/or Group, click the dropdown menus and select it in the top right.
- This report also provides more filters when clicking the Filter button in the top right.
- A small window will display, with various filters including:
- Sort By – Sort the report by Stock# or Date.
- Display Details
- Include Buy-Backs
- Exclude Pending Service Invoices
- Exclude Service and Parts
- If searching for a specific Company Name, First Name, and/or Last Name, enter it into the text fields.
- To search for sales purchased from a specific Vendor, click the dropdown menu beneath Purchase From (Vendor), and select the appropriate vendor.
- Lastly, you can refine your search to the type of deal:
- Check the box next to Retail to only include Retail deals, combining Inhouse, Non-Inhouse, and Cash Retail sales.
- Or check the boxes for Inhouse, Non-Inhouse, and/or Cash Retail to only search in their respective categories.
- Check the box next to Wholesale to include Wholesale deals in the search.
- To run the report with the entered values, click Reload in the top right.
- This report includes:
- Sale Date
- Stock Number
- Cash Sale
- Purchase Price
- Flooring Cost
- Gap Cost
- Warranty Cost
- Total Cost
- Gross Profit
- Profit Margin
- Net Profit
- Double-clicking an entry will display that deal.
- Below the list of sales, the report includes:
- Record count – Totals the number of entries for Retail, Wholesale, In-House (BHPH), Non-In-House, Warranties, Gap, and Insurance.
- Total Costs – Totals the amounts of Costs, Flooring Costs, and Other Costs (Not related to Vehicle Costs)
- Total Sales – This totals all the sales’ detail information, displayed below.
- Service and Parts – The total Sales, Costs, and Profit for service and parts.
- Profit – The total profit for Warranty, Gross, Gross including Service and Parts, and Net.
- Average Profit – The average profit for the Warranty, Gap, Gross, Gross Margin, and Net.
- Average Financed – The total Down Payment, Interest Rate, and Term.
- In-House Totals and Non-In-House Totals – The total Financed, Finance Charge, and Total Sale.
- Record count – Totals the number of entries for Retail, Wholesale, In-House (BHPH), Non-In-House, Warranties, Gap, and Insurance.
- To export the report as a Text file, click Export in the top right, and a confirmation window will display the file path where the report was Saved.
-
- *Note – This report can only be exported to this specific filepath, if you are on the cloud, it cannot be saved elsewhere.
- Click Print to print the report.
- Click Exit to close the report.
- *Note – This report can only be exported to this specific filepath, if you are on the cloud, it cannot be saved elsewhere.
-
Comments
0 comments
Article is closed for comments.