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Customer Sales Report

Summary of Sales Transactions

The Customer Sales Report provides a detailed summary of sales transactions for a specified period. It covers various sales channels such as Retail, Commercial, Fleet, and Wholesale for a specific

Frequency: Monthly  

Who uses this report? Parts Managers 

How they use it: 

Track Sales Activity: Lists each invoice closed within the reporting period, including the date, customer number, and customer name. 

Quantify Sales Performance: Shows the quantity of items sold, cost amount, sale amount, and calculates both dollar and percentage profit for each transaction. 

Summarize Profitability: At the end of the report, totals are provided for cost, sales, and profit, along with the overall profit percentage for the period.