The Summary Report shows a summary of all sales for a date range you select when you run the report.
Breakout Sales Section
This breakout sales section breaks down the total receipts on sales from the labor operations and parts department groups selected for the report. You can enter the name of this section in Sales Report Options.
Categories in the Breakout Sales Section
| Category | Description |
|---|---|
| Parts, Labor, Sublet - Sales | The non-taxable totals for each category. |
| Parts, Labor, Sublet - Taxable | The taxable totals for each category. |
| Parts, Labor, Sublet - Total | The sum of non-taxable totals plus (+) taxable totals for each category. |
| Parts, Labor, Sublet - % of Sales | The percentage (%) of total sales for each category. |
There are three entries below the table in this column that show the discounts, coupons, package savings, and package adds included in the totals. Coupons are only available to R.O. Writer Express users.
Gross Profit Section
The Gross Profit section breaks down the overall profit for the report.
| Category | Description |
|---|---|
| Parts, Labor, Sublet - Sales | The total sales for each category. |
| Parts, Labor, Sublet - Cost | The total cost for each category. |
| Parts, Labor, Sublet - Profit | The total profit for each category. |
| Parts, Labor, Sublet - Margin | The profit margin for each category. |
NOTE: Parts Sales and Parts Cost include core charges and taxable fees.
Gross Profit and Cost of Goods Sold Subtotals
These subtotals do not include labor cost, freight, returns, or warranty refunds.
| Column | Description |
|---|---|
| % w/o Supplies |
The total percentage excluding supply charges, which is calculated as follows: ( |
| % w/Supplies |
The total percentage including supply charges, which is calculated as follows: ( |
Other Charges Section
| Charge | Description |
|---|---|
| Taxable Supplies | The total supply charges. |
| Non Tax Supplies | The total supply charges on repair orders where no sales tax was charged. For example, on a repair order for a customer who is set up as a non-taxable customer. |
| Sales Tax | The total sales tax charged to customers. |
| Other Taxes/Fees | The total non-taxable parts fees excluding core charges. |
| Credit Charges |
The total fees charged on credit card transactions. You can establish this fee by selecting the Upcharge for Credit Card option in Configuration. The fee is a percentage of the total repair order amount. |
| Total Other Sales |
The total sales for the Other Charges section, which is calculated as follows: Taxable Supplies plus (+) Non Tax Supplies plus (+) Sales Taxes plus (+) Other Taxes/Fees plus (+) Credit Charges. |
Other Receipts Section
This section includes only advanced and A/R payments that have been received (or posted) on closed repair orders.
| Receipt | Displays… |
|---|---|
| Advance Pay | The total amount of advanced payments received on all repair orders of all statuses, including repair orders that have not closed yet. |
| A/R Pay | The total amount of Accounts Receivable payments. |
| Total Sales and Other | This total is not your total sales amount. Instead, this total is used to balance the Sales and Payments section. Those sections do not always match because the Sales section includes
|
Payments Section
This section displays the total payments received, broken down by payment type (left column) and then payment method (right column). These values are graphically represented in the Method of Payment pie chart.
| Item | Displays… | |
|---|---|---|
| Left column |
The payment type for cards charged. Each row is a payment type charged to a card. Total Cards is the total for all payment types listed. |
|
| Cash | The total for all cash payments. | |
| Check | The total for all check payments. | |
| Deposit | The sum of cash and check payments. | |
| Total Pay | The total amount of all money received. | |
| Charged | The total amount charged to Accounts Receivable. | |
| Previous Advance Pay |
The total amount of advanced payments received on the closed repair orders before the closing date. Previous Advance Pay includes payments on closed repair orders only. |
|
| Total | The total amount for all payments in this section. | |
R.O. Summary Section
| Value | Description |
|---|---|
| Total Number of Repair Orders for Period | The total number of repair orders that closed within the date range. |
| Average Sale per R.O. (w/o tax) |
The average sale amount per repair order without the taxes charged. The calculation is the total sales divided by total number of repair orders. |
| Average Sale per R.O. (w/tax) |
The average sale amount per repair order with the taxes charged. The calculation is the total sales with tax divided by (∕) total number of repair orders. |
| Sales | The total amount for repair order sales, which is calculated as follows: parts, labor, and sublet sales plus (+) the taxed supplies plus (+) non-taxed supplies plus (+) the credit charges. |
| Non Taxable Fees | The total amount of other taxes and fees. |
| Subtotal w/Fees | The total amount of repair order sales with the non-taxable fees, which is calculated as follows: Sales plus (+) Non Taxable Fees. |
| Total Tax | The total sales tax on closed repair orders. |
| Total | The total repair order sales, which is calculated as follows: Sales plus (+) Non Taxable Fees plus (+) Tax. |
Pie Charts
Two pie charts visually display some of the totals on the report:
- The Profit/Cost of Sales pie chart shows the profit versus the cost.
- The Methods of Payment pie chart shows the distribution amongst the payment types.