The Sales Inquiry Report provides a detailed summary and analysis of sales activity, including parts invoices and repair orders, for specific customers or part numbers within a chosen date range. It is used by parts managers, parts personnel, and fixed operations directors to track financial sales and credits, displaying relevant ticket numbers and customer information for purchases or returns.
Recommended Frequency: Weekly, Monthly, or Yearly
- Financial Tracking:
- Allows the Parts Manager and/or Parts personnel to see the sales and credits of a specific customer.
- When selecting a Part Number, it will display the ticket number and the customer to whom the part was purchased or returned.
Navigate to: Parts > Reports > Sales > Sales Inquiry Report
Choose Parameters
This section clarifies the parameters outlined in this report. For additional details that apply to all reports, please refer to the Common Report Features article.
Customer: Search by customer’s name
Ticket Type: Both, Repair Orders or Parts Invoices
Status: Do you want to view Open or Closed tickets?
