Reports
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Reports

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 Aftersales WIP​

This report shows the expected value of aftersales activities in progress but which are not finalized yet. The work in progress is shown in a matrix layout, split by branch, customer type and sales type.

1.
On the Rolecenter page click on Aftersales WIP on the Rolecenter Page.

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Fig. 46: Report Aftersales WIP Access

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The page Aftersales WIP Analysis opens:

 
Fig. 47: Aftersales WIP Page
2.
Enter a Starting Date and an Ending Date, select if the Report should be “Default” or “Extended” and if you want to have a Grouping on Service Advisor or Brand. The extended view shows not only the Net Sales but also the Retail Price and Average Discount applied per customer type and line type.
Click on Print to send it directly to your printer or Review & Close to generate the report on your screen first.

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①Customer Type Information
②Workshop Information
③Type of Sales
④Workshop Total
⑤Company Total
Fig. 48: Aftersales WIP Report by Default

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Fig. 49: Aftersales WIP Report Extended

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①Customer Type Information
②Workshop Information
③Sales Advisor Name
④Brand Name
⑤Type of Sales by Brand and Workshop
⑥Brand Total in Workshop
⑦Service Advisor Total in Workshop
⑧Workshop Total
⑨Company Total (all Workshops)
Fig. 50: Aftersales WIP Report by Default (Grouping All)

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Fig. 51: Aftersales WIP Report Extended (Grouping All)

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①Customer Type Information
②Workshop Information
③Sales Advisor Name
④Type of Sales per Workshop
⑤Service Advisor Total in Workshop
⑥Workshop Total
⑦Company Total (all Workshops)
Fig. 52: Aftersales WIP Report by Default (Grouping Service Advisor)

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Fig. 53: Aftersales WIP Report Extended (Grouping by Service Advisor)

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①Customer Type Information
②Workshop Information
③Brand Name
④Type of Sales per Brand
⑤Brand Total in Workshop
⑥Workshop Total
⑦Company Total (all Workshops)
Fig. 54: Aftersales WIP Report by Default (Grouping Brand)

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Fig. 55: Aftersales WIP Report Extended (Grouping by Brand)
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 Aftersales Turnover​

This report shows a breakdown of the revenues of the aftersales area in a matrix layout, split by branch, customer type and type of sales.

 

The layout is the same as for the WIP Report.

1.
On the Rolecenter page click on Aftersales Turnover.

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Fig. 56: Report Aftersales Turnover

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The page Aftersales Turnover opens:

 
Fig. 57: Aftersales Turnover Page
2.
Enter a Starting Date and an Ending Date, select if the Report should be “Default” or “Extended” and if you want to have a Grouping on Service Advisor or Brand. The extended view shows not only the Net Sales but also the Retail Price and Average Discount applied per customer type and line type.
Click on Print to send it directly to your printer or Review & Close to generate the report on your screen first.

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Fig. 58: Aftersales Turnover Report by Default (no grouping)

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Fig. 59: Aftersales Turnover Report Extended (no grouping)

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Fig. 60: Aftersales Turnover Report by Default (Grouping All)

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Fig. 61: Aftersales Turnover Report Extended (Grouping All)

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Fig. 62: Aftersales Turnover Report by Default (Grouping Service Advisor)

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Fig. 63: Aftersales Turnover Report Extended (Grouping Service Advisor)

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Fig. 64: Aftersales Turnover Report by Default (Grouping Brand)

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Fig. 65: Aftersales Turnover Report Extended (Grouping Brand)
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 Aftersales Parts WIP​

This report shows the open orders per item, grouped by Workshop, Service Advisor and Brand.

1.
On the Rolecenter page click on Aftersales Parts WIP on the Rolecenter Page.

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Fig. 66: Report Aftersales Parts WIP Access

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The page Aftersales WIP Analysis opens:

 
Fig. 67: Aftersales Parts WIP Page
2.
Enter a Starting Date and an Ending Date, and if you want to have a Grouping on Service Advisor or Brand and if you want to have a New Page per Workshop.
Click on Print to send it directly to your printer or Review & Close to generate the report on your screen first.

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Fig. 68: Aftersales Parts WIP Report
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 Aftersales Parts Revenue​

This report shows a breakdown of the revenues of the aftersales parts area by total quantity sold, sales amount, cost and profit of the inventory items sold. It is grouped by Workshop/Location, Service Advisor and Brand.

1.
On the Rolecenter page click on Aftersales Parts Revenues.

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Fig. 69: Report Aftersales Parts Revenues Access

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The page Aftersales Parts Revenue opens:

 
Fig. 70: Aftersales Parts Revenue Page
2.
Enter a Starting Date and an Ending Date, and if you want to have a Grouping on Service Advisor or Brand and if you want to have a New Page per Workshop.
Click on Print to send it directly to your printer or Review & Close to generate the report on your screen first.

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Fig. 71: Aftersales Parts Revenue Report