Sales reports

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

Sales report

To generate this report, in the GEM-CAR Main menu, go to Reports > Sales > Sales report.

On this report, you will find a list of sales and the following information:

dates;
invoice numbers;
sales, cost, and margins for parts;
sales, cost, and margins for labor; and
total sales, costs, margins and profits.

You will also find other useful information for statistic purposes such as:

the number of customers for the period;
the number or invoices for the period;
the number of working days;
the average number of invoices per day;
the average profit margin;
the average sales per invoice;
the average profit per invoice;
the average sales per day;
the average profit per day;
the excluded categories; and
the excluded customers.

Pro tip

Double-click on dates or invoice numbers on the report to show more details. When done select the X button in the top left corner of the window to go back to the main report.

Options

When generating the report, follow the guidelines below to configure the options.

Date from and Date to: Select a period by entering dates in these fields or retrieve them using the Calendar buttons.
Summary: Select this option to generate a summary version of the report.
Detailed: Select this option to generate a detailed version of the report.
Rate: Enter the labor rate in this field.
With diagrams: Select this option to include detailed diagrams at the end of the report.
Only invoices with an amount different than 0: Select this option to exclude 0$ invoices from the report.
For the advisor: Select an advisor using this drop-down menu to generate a report for sales by this specific advisor only.
Customer number: Enter a customer number in this field or retrieve it using the magnifying glass button to generate a report for sales to this specific customer only.
Customers of the discount group: Enter a discount group number in this field or retrieve it using the magnifying glass button to generate a report for sales to customers in this discount group only.

Invoice by category

To generate this report, in the GEM-CAR Main menu, go to 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

To generate this report, in the GEM-CAR Main menu, go to 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 of 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 of 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: Select this option to include detailed diagrams at the end of the 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.
Customers of the discount group: If you enter a discount group number in this field or retrieve 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: Select this option to include detailed diagrams at the end of the report.
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

To generate this report, in the GEM-CAR Main menu, go to 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: Select this option to include detailed diagrams at the end of the report.
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 retrieve it using the magnifying glass button adjacent to it, the report will include only products sold to this customer.

Sales by vendor

To generate this report, in the GEM-CAR Main menu, go to 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 that 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: Select this option to include detailed diagrams 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.

Sales by department

To generate this report, in the GEM-CAR Main menu, go to Reports > Sales > Sales by department.

On the report, for each department, you will find :

sale prices, cost prices and margins for parts;
sale prices, cost prices and margins for labor; and
total sale prices, cost prices and margins.

Options

Sales by department: Select this option to generate the detailed version of the report.
Sales by department summary: Select this option to generate the summary version of the report.
Department: If you want to generate a report for one department only, select it using this drop-down menu.
Date from and Date to: Select a period by entering dates in these fields or retrieve them using the Calendar buttons.
Hourly rate: To base the calculations for the report on hourly rates, select this option.
Sold quantities: To base the calculations for the report on sold quantities, select this option.
Rate: Enter the labor rate in this field.
Punch clock: To base the calculations for the report on data from the Punch clock, select this option. The report is less accurate if you use the Punch clock or don't select this option.