Launching today is a major new update to our shop management software, Direct-Shop. We’ve added 4 new key reports for shop managers and owners to give them far greater insight into their business.
1) Sales Summary
Direct-Sop now provides a high-level Sales Summary report that is broken down into three sections:
Displays the Parts, Labor, Fees, Discounts, and Sales tax.
For the Parts Sales, it includes a parts cost, profit, and profit margin.
- Payments Collected
A count and amount for all sales and the payment(s) associated with the invoices.
Invoice count, average sales with and without taxes.
Each of the three sections is accompanied by a bar graph and table providing the numbers associated with the specific section’s details.
2) Sales Detail
The new Sale Detail Report shows the dates and customers with detailed sales values broken down by invoice. Per each invoice, it will also break down the Parts, Labor, Fees, and Taxes and totals up each invoice in the report.
3) Job Parts Detail
This new report gives you a full breakdown of parts by invoice and shows a high-level summary of the invoice count, total Parts Sales, total Parts Cost, total Profit, and total Gross Profit Margin.
4) Adjustment Detail
In the new Adjustment Detail Report, Direct-Shop will now show all the negative balance invoices that were closed. You will be able to see this information by Date, Invoice number, Customer/Company, reference number and the invoice amount.
Posted in Updates