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Sales reports

In this section, you will find the information about all the sales reports and their related options.

Sales by product

This report is accessible from the GEM-CAR main menu via Reports > Sales > Invoice by category.

On this report, you will find a list of all inventory items sold and their product number, item description, category number, category description, quantity, cost, selling price and profit.

Options

  • Date range: You can select a date range for the report using the Date from and Date to fields or the calendar buttons. If you enter no dates, the report will include all products for all dates.
  • Detailed: When this option is checked, the reports will be more detailed and include invoice numbers, dates, customer numbers and the customer names for each product.
  • Show the actual quantity: When this option is checked, the report will include information about the current quantity in the inventory for each product.
  • With diagrams: When this option is checked, the report will include two diagrams at the end: Sold quantity by category and Sales balance per category.
  • Inventory number: If you enter a product code in this field, the report will include only this product.
  • For the advisor: If you choose an advisor using this drop-down menu, the report will include only products sold by this advisor.
  • Description: If you enter a keyword in this search field, the reports will include only products for which this keyword is present in their description.
  • Category: If you enter a category number in this field the report will include only products included in this category.
  • Customer#: If you enter a customer number in this field the report will include only products sold to this customer.

Invoice by category

This report is accessible from the GEM-CAR main menu via Reports > Sales > Invoice by category.

This report has been added with GEM-CAR version 13.0.3 and consists of a list of customer numbers, invoice numbers, dates, labor times, part values, taxes and payment methods.

Options

There is only one sorting option for this report. A period must be chosen entering dates in the Date from and Date to fields or using the calendar buttons before exporting or printing this report.