Daily Reports

Z-Report - The nightly sales report.

•Cash Drawer Detail Report - A breakdown of today's sales by payment type.
•Daily Sales Report - A summary report of today's sales activity.
•Employee Incentive Report - A breakdown of sales per employee position.
•Inventory Alert Report - Alerts you of any parts you may need to order immediately.

Other Daily and Sales Reports

•Work Order - Gives parts and service recommendations for vehicle.
•Oil Light Re-set - Detailed instructions on re-setting oil light.
•Hourly Performance - Gives a breakdown of hourly employee performance.
•Cash Calculator - Used to tally nightly cash.
•Time Clock Report - Provides a list of employees and employee hours.
•Consolidated Daily Sales - Combined sales information for selected date range.
•Fleet Sales Report - Past fleet sales

End of Month Report

At the close of each month you can print a detailed summary of your inventory. This report, called the End of Month Report, gives a complete breakdown of your inventory on hand as well as your sales information for the month. You also have the option to print the previous month's report with your current report.

The End of Month Report can only be printed after you close on the last day of the month or before you open on the first day of the month.

Printing the End of Month Report

To access the end of month report options, go to the Inventory tab, click Reports, enter your PIN and then click End of Month. Printing the End of Month Report consists of three steps:

1. Printing the Physical Worksheet
2. Entering Adjustments
3. Printing Current End of Month

Open

Printing the Physical Worksheet

1. Select Print Physical.
2. If you would like to print out ALL items in your inventory, click on ALL OF THE ABOVE button.
3. Click Print All Pages button at the top of the screen.
4. Count your inventory and record your numbers on the printed worksheet.
5. Compare the computers’ “Quantity-on-hand” with your actual on-shelf quantities.

Entering Adjustments

If you have any discrepancies between what the computer says you have and what you actually have you need to enter adjustments.
1. From the End of Month menu, click Enter Adjustments.
2. Browse to the part you would like to adjust.
3. Make sure the correct part number is highlighted.
4. Click the Enter Data button.
5. Enter the actual number on hand.
6. Press <Enter>.
7. Go back and repeat steps 2-6 for every part you need to adjust.

Printing Current End of Month

Once your computer quantities match your on-shelf quantities, you are ready to print your End of Month Report.
1. Make sure you have enough paper in your printer. You will probably need 30-40 pages, depending on the number of parts and services in your inventory.
2. Click Print Current End of Month.

NOTE: If you are trying to close out for the month, DO NOT print the Previous End of Month as it is not the correct End of Month report. To properly close out for the month you MUST print the Current End of Month.

Year End Report

At the conclusion of your fiscal year, you will print the Year End Report. This report will give you a complete breakdown of your inventory for the fiscal year. This report must be printed after you print your End of Month report.

Printing The Report

1. From the Home tab on the main menu, select Miscellaneous.
2. Select End of Year Closing and click Yes when asked if you are sure that you want to close out.

NOTE: DO NOT do this unless it is the end of the year! If you do a Year End Closeout and it is not the end of the year you will not be able to open again for any date in that calendar year.