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Sales reports

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

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.

Revenues by categories and receipts summary

This report is accessible from the GEM-CAR Main menu via Reports > Sales > Revenues by categories and receipts summary.

This report is divided in three (3) sections that can be printed separately. Used on a monthly basis, they can be useful to enter transactions in accounting softwares like Acomba, Quickbooks or Simply Accounting.

  • Summary of sales by category: This section of the report consists in a list of all inventory item categories with sale summaries related to them. It includes rows for all categories and columns for quantities, sales, sales without tax, ledger accounts, cost prices, profits and profit margins.
  • Summary of Receipts: This section of the report consists in a list of all received payments with payment methods summaries related to them. It includes rows for each day and columns for totals, account receivables, discounts and all ledger accounts related to payment methods or bad debt.
  • Sales and Receipts summary: This section of the report consists in a summary of sales, receivable and receipts.

Options

  • Date from and Date to: Select a period by entering dates in the Date from and Date to fields or retrieve the dates by clicking on the calendar buttons adjacent to them.
  • Summary Sales report by category: If this option is selected, when clicking on the Print button, the Summary of sales by category report will display onscreen.
  • With diagrams: When this checkbox is checked, detailed diagrams are included at the end of the Summary of sales by category report.
  • Payment received: If this option is selected, when clicking on the Print button, the Summary of Receipts report will display onscreen.
  • Earnings, payments, AR: If this option is selected, when clicking on the Print button, the Sales and Receipts summary report will display onscreen.
  • Customer of the discount group: If you enter a discount group number in this field or retrive it using the magnifying glass button adjacent to it, the reports will include only information related to customers included in this discount group.

Sales analysis reports

To generate these reports, in the GEM-CAR 14 main menu, go to Reports > Sales > Sales analysis.

The Visit frequency analysis report and the Sales analysis report contain statistics on the number of invoices and sale amounts per number of customers and vehicles.

Options

  • Date from and Date to: Enter a date in these fields or retrieve the dates by selecting the calendar buttons.
  • With diagrams: Enable this option to include detailed diagrams at the end of the reports.
  • Visit frequency analysis: Enable this option to generate the Visit frequency analysis report. It contains statistics on the number of invoices per number of customers and vehicles.
  • Sales analysis: Enable this option to generate the Sales analysis report. It contains statistics on sale amounts per number of customers and vehicles.

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 from and Date to: 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 or retrive it using the magnifying glass button adjacent to it, the report will include only products sold to this customer.

Sales by vendor

This report is accessible from the GEM-CAR Main menu via Reports > Sales > Sales by vendor report.

This report, which could be useful for statistics and management, provides you with information about sales for each of your sales representatives. If you generate empty or incomplete reports or a pop-up window informs you there were no sales for this vendor, make sure the customer profiles are properly assigned sales representatives. Furthermore, to ensure accurate statistics and reporting, new assignations will affect future sales only.

Options

Date from and Date to: Select a period by entering dates in the Date from and Date to fields or retrieve the dates by clicking on the calendar buttons adjacent to them.

Representative: Select the sales representatives to be included on the report using the Representative drop-down menus. If you select the same sales representative in both the From and To drop-down menus, the reports will contain sales only for this sales representative. Otherwise, you can generate a report containing all sales representative or select any other range.

With diagram: Check this box to add a statistical diagram at the end of the report.

Summary or Detailed: Select Summary to generate a basic report and Detailed to generate a report containing more information about the sales.