Sales
This section includes the following information:
| Row-Column | Displays the… |
|---|---|
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Parts, Labor, Sublet - Non Tax |
Non-taxable totals for each category |
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Parts, Labor, Sublet - Taxable |
Taxable totals for each category |
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Parts, Labor, Sublet - Total |
Sum of non-taxable totals and taxable totals for each category |
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Percentage total sales for each category |
Subtotals - *Breakout Sales
This section breaks out sales from labor operations and parts department groups you've selected. This is useful if you wish to break out sales on less profitable jobs or tire sales jobs, for example.
You can designate the name of this section in Sales Report Options.
| Row-Column | Displays the… |
|---|---|
|
Parts, Labor, Sublet - Non Tax |
Non-taxable totals for each |
|
Parts, Labor, Sublet - Taxable |
Taxable totals for each |
|
Parts, Labor, Sublet - Total |
Non-taxable totals + Taxable totals for each |
|
Parts, Labor, Sublet - % of Sales |
% of total sales for each |
Subtotals
- Total
- Total Non-taxable Sales
- Total Taxable Sales
- Total Sales
- Total % of Sales
Parts Sales and Parts Cost include core charges and taxable fees.
NOTE: Discounts, coupons, package discounts, package adds shown here are already included in the above totals. Coupons are only available to R.O. Writer Express users.
Gross Profit
This section includes the following information:
| Row-Column | Displays the… |
|---|---|
|
Parts, Labor, Sublet - Sales |
Total Sales for each |
|
Parts, Labor, Sublet - Cost |
Total Cost for each |
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Parts, Labor, Sublet - Profit |
Total profit dollar amount for each |
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Parts, Labor, Sublet - Margin |
Total profit percentage for each |
Subtotals - *Breakout Sales
This section will break out sales from labor operations and parts department groups you've selected. This is useful if you wish to break out sales on less profitable jobs or from tire sales for example.
You can designate the name of this section in Sales Report Options.
| Row-Column | Displays the… |
|---|---|
|
Parts, Labor, Sublet - Non Tax |
Non-taxable totals for each |
|
Parts, Labor, Sublet - Taxable |
Taxable totals for each |
|
Parts, Labor, Sublet - Total |
Non-taxable totals + Taxable totals for each |
|
Parts, Labor, Sublet - % of Sales |
% of total sales for each |
Parts Sales and Parts Cost include core charges and taxable fees.
Subtotals - Gross Profit and Cost of Goods Sold
These do not include labor cost, freight, returns, or warranty refunds.
| Column | Displays the… |
|---|---|
|
% w/o Supplies |
Total Gross Profit percentage not including supply charges |
|
Exact Formula = ((All Parts Sales + All Labor Sales + All Sublet Sales) - Discounts) - Total Parts Cost / (All Parts Sales + All Labor Sales + All Sublet Sales) X 100 and rounded to two decimal places |
|
|
% w/Supplies |
Total Gross Profit percentage including supply charges |
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Exact Formula = ((Taxable Supplies + All Parts Sales + All Labor Sales + All Sublet Sales) - Discounts) - Total Parts Cost / (Taxable Supplies + All Parts Sales + All Labor Sales + All Sublet Sales) X 100 and rounded to two decimal places |
Other Charges
This section includes the following information:
| Charge | Displays the… |
|---|---|
|
Taxable Supplies |
Total supply charges |
|
Non Tax Supplies |
Total supply charges on repair orders where no sales tax was charged such as in the case where customer was set up as a non-taxable customer |
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Sales Tax |
Total Sales Tax charged to customers |
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Other Taxes/Fees |
Non-taxable parts fees not including core charges |
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Fees charged to customers for using a credit card You can establish this fee by selecting the Upcharge for Credit Card option in the Configuration module. The fee is a percentage of the total repair order amount. |
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Total Other Sales |
Taxable and Non Tax Supplies + Sales Taxes + Other Taxes/Fees + Credit Charges |
Other Receipts
This section includes only advanced and A/R payments that have been received (or posted) on closed repair orders.
| Receipt | Displays the… |
|---|---|
|
Advance Pay |
Total amount of advanced payments received within the selected date range. This number includes repair orders of all statuses - including both open and closed. When you compare this amount to the Previous Advanced Pay amount in the Payments section, the difference is the status of the repair orders included in the total. Previous Advanced Pay includes advanced payments only on closed repair orders. |
|
A/R Pay |
Total amount of Accounts Receivable payments. |
|
Total Sales and Other |
This total is not your total sales amount. This total is used to balance the Sales and Payments section. Those sections do not always match because the Sales section includes
This total should match the Total under the Payments section. |
Payments
This section displays the total payments received, broken down by payment type (left column) and then payment method (right column).
| Type or Method | Displays the… | |
|---|---|---|
|
Left column |
Each row is a payment type |
|
|
Total Cards |
Total amount received for all payment types |
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Cash |
Total cash received |
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Check |
Total amount received in checks |
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Deposit |
Total cash + checks |
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Total Pay |
Total amount of all money received |
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Charged |
Total amount charge to Accounts Receivable |
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Previous Advance Pay |
Total amount of advanced payments received on repair orders closed within the date range selected for the report. When you compare this amount to the Advanced Pay amount in the Other Receipts section, the difference is the status of the repair orders included in the total. Advanced Pay includes advanced payments on repair orders of all statuses within the date range. |
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Total |
Total amount received |
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R.O. Summary
This section includes the following information:
| Value | Equals the… |
|---|---|
|
Total Number of Repair Orders for Period |
Total number of closed ROs |
|
Average Sale per R.O. (w/o tax) |
Total Sales / Total Number of Repair Orders |
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Average Sale per R.O. (w/tax) |
Total Sales w/Tax / Total Number of Repair Orders |
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Total Sales |
Total of Parts, Labor, Sublet Sales + Taxable and Non Tax Supplies + Credit Charges |
|
Total Non Taxable Fees |
Other Taxes/Fees |
|
Total Sales + Other Taxes/Fees |
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Total Tax |
Total Sales Tax |
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Total Sales w/Tax |
Total Sales + Total Tax |
Total sales are displayed in a graph as well.
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