Sales by Customer

This reports shows sales in customer code order, showing the parts sold on each invoice. Press Enter thru the screen to accept the defaults and list all customers and all invoices. Narrow the range by changing the search criteria as necessary or the report can include a range of class codes. Additionally, a taxing authority can be excluded and invoices with certain keywords can be included.

Sales by Part#

This report show sales in part # order along with the parts sold on each invoice. There is a landscape option that includes custom fields and will only allow printing in landscape when one customer is selected. This report can be saved as an XLS, XLSX, or CSV file.

Transaction Detail

This report lists all Invoicing/Inventory transactions in part# order.  For each transaction, you can see the quantity, cost/price, and the effect on the Avg Cost for that item.  Each transaction will also include the time/date stamp indicating when the change took place.  If manual inventory adjustments were made to the part, the date/time stamp will reflect the Accounting Date for Inventory Adj from the Inventory Options.

Sales by Class & Part#

Sales information summarized by class code, a line item will print for each part # detailing the quantity sold, price per, total price, cost, $ margin, markup %, and a cross reference. This report offers a special option to output to XLS that will merge multiple invoice companies together. The file will be stored in the XXXXX\prt\Invoice folder (XXXXX=the company name). The file is called

SalesSummary_DD/MM/YYYY_DD/MM/YYYY.XLSX. The dates in the file name correspond to the "From/thru" date chosen to create the report.

Job Employee Time

Employee time report by job

Invalid Part#

All part numbers that are incomplete or invalid