These are not all the reports available but the most commonly asked about

Aged Stock

• Click on Car Sales
• Click on Reports
• Click on Vehicle Details
• Click on Aged Stock Report

Reports on:

All stock (New, Demo & Used) vehicles by Make/ Model group and ageing them, according to purchase date, into 4 bands of:

Below 30 days,

31-60 days,

61-90 days

Over 90 days 

with totals. Run at month end part one and two

OS Creditors

• Click on Car Sales
• Click on Reports
• Click on Vehicle Details
• Click on Outstanding Creditors

Reports on:

All outstanding purchase payments on owned, consigned and adopted vehicles.

Note: these values are generated from the value entered when the vehicle is delivered, purchased or adopted.

The option to ‘Include vehicles not yet adopted’ should always be ticked for the month end report.

The report is also required by the accounts department to reconcile to the balance sheet vehicle creditors control account.  Run at month end part one and two and should be reconciled to the nominal control account

OS Debtors

• Click on Car Sales
• Click on Reports
• Click on Vehicle Details
• Click on Outstanding Debtors

Reports on:

All outstanding sales payments and sales order deposits held. 

This report is also required by the accounts department to reconcile to the vehicle debtors balance sheet control account. Run at month end part one and two and should be reconciled to the nominal control account

Outstanding Costs

• Click on Car Sales
• Click on Reports
• Click on Month End Reports
• Click on Outstanding Costs Report

Reports on:

Any costs outstanding on a vehicle.

It details stock number, reg number, make/model, engine number, VIN number, outstanding cost type e.g purchase payment. RFL. PDI etc

Sales Franchise Profitability

• Click on Car Sales
• Click on Reports
• Click on Month End Reports
• Click on Sales/Franchise Profitability  Report

Detail of sales by Make Group, showing stock and registration number, purchase and book value, sales price ex VAT, bonuses, accessory sales and profit.

Useful for the accounts department to reconcile to the relevant P&L account.  

Salesman Performance

• Click on Car Sales
• Click on Reports
• Click on Month End Reports
• Click on Sales/Salesman Performance Report

Detail of sales by salesman giving similar information as above but also showing total profit for the individual salesman for this period and year to date.

Stock Valuation

• Click on Car Sales
• Click on Reports
• Click on Month End Reports
• Click on Vehicles Stock Valuation Report

Detail of all vehicles, by Make Group, in stock at the month end. Both the purchase and book value are printed along with any costs posted.

The New Make Group section also shows totals for consigned, adopted and demonstrators separately. The accounts department will require a copy to reconcile the balance sheet stock control nominal accounts.