The Aftersales statistics option displays the productivity of the Aftersales department in grid format. You can display parts sales information by department, sales type and operator, as well as movements and purchases. You can display labour sales information by department, labour type and operator, as well as mechanics' (workshop) productivity.
What do you want to do?
This form is displayed when you click Point of Sale > Reports and enquiries > After sales statistics.
Parts Area
From this area of the form you can view the aftersales statistics for parts, activity, Departments, Sales types, Operators, Movement and Purchasing.
Labour Area
From this area of the form you can view the aftersales statistics for labour, activity, Departments, labour types, Operators and Workshop.
Fields
From Date: Defines the statistics analysis start date.
To date: Defines the statistics analysis end date.
Buttons:
Exit: Returns back to the Reports and enquiries menu.
Help: Displays this help file in a web browser.
Refresh: By default, the system displays figures for the first of the current month to today's date. To change the date range, enter the new dates and click this button. The figures in the grids are refreshed, with the exception of the figures on the PARTS Purchasing tab because this is not date-dependent.
Tip: If the date range is within the current month, the system retains the last dates used for each company. The last dates are used whenever you select this option, provided that the date range is within the current month. This also ensures that the figures are loaded more quickly. If the last dates used are outside the current month then the default, the current month, is used.
Today: Displays today's statistics only
The displayed transaction lines are highlighted in a colour code as per the below information.
Invoices: The transaction line is highlighted in BLUE if the line relates to an invoice.
Loss: The transaction line (Profit and GP%) is highlighted in GREEN to indicate a loss.
Credits: The transaction line is highlighted in RED if the line relates to a credit.
Other figures: The transaction line is highlighted in BLACK if the line does not relate to an invoice or credit.
Totals: The transaction line highlighted in CYAN if totals are displayed.
There are six tabs that display parts sales statistics in a grid:
The Activity tab displays the parts sales per day.
Tip: Double-click a row to display a summary of the invoices, access the document archive, or view the clock history.
Date: Date when the Point-of-Sale parts line was last edited from the Parts log file (DATEEDIT field).
Documents: Number of invoices or credits produced on the date shown. Invoices are highlighted in blue, credits are highlighted in red.
Note: Totals are not available for the Activity tab.
Gross: Parts retail sales value. The calculation for this figure is Quantity * Retail.
Discount: The parts discount value.
Net: The discounted parts sales net value. The calculation for this figure is (Quantity*Selling price) - Discount.
Cost: The parts cost value. The calculation for this figure is Quantity*Cost price.
Profit: The profit value. The calculation for this figure is Net-Cost.
Note: The profit and margin (GP%) are highlighted in dark green if the line relates to an invoice, and the value is negative.
Variance: Menu pricing variance. The calculation for this figure is Normal selling price-Fixed menu price.
GP%: The profit margin percentage. The calculation for this figure is (Profit/Gross)*100.
The Departments tab displays the parts sales per department.
Department: The department code. For example:
- P: Parts sold by the Parts department
- W: Parts sold through the Workshop
- B: Parts sold through the Bodyshop
Documents: Number of invoices or credits produced on the date shown. Invoices are highlighted in blue, credits are highlighted in red.
Gross: Parts retail sales value. The calculation for this figure is Quantity * Retail.
Discount: The parts discount value.
Net: The discounted parts sales net value. The calculation for this figure is (Quantity*Selling price) - Discount.
Cost: The parts cost value. The calculation for this figure is Quantity*Cost price.
Profit: The profit value. The calculation for this figure is Net-Cost.
Note: The profit and margin (GP%) are highlighted in dark green if the line relates to an invoice, and the value is negative.
Variance: Menu pricing variance. The calculation for this figure is Normal selling price-Fixed menu price.
GP%: The profit margin percentage. The calculation for this figure is (Profit/Gross)*100.
The Sales types tab displays the parts sales activity per sale type. The calculation of these figures is based on the nominal permutations sale types, and department. In order for these figures to be displayed accurately, the sale types must be entered in the nominal permutations table.
Sales type: Nominal permutations sale type code
Documents: Number of invoices or credits produced on the date shown. Invoices are highlighted in blue, credits are highlighted in red.
Note: Totals are not available for the Sales types tab.
Gross: Parts retail sales value. The calculation for this figure is Quantity * Retail.
Discount: The parts discount value.
Net: The discounted parts sales net value. The calculation for this figure is (Quantity*Selling price) - Discount.
Cost: The parts cost value. The calculation for this figure is Quantity*Cost price.
Profit: The profit value. The calculation for this figure is Net-Cost.
Note: The profit and margin (GP%) are highlighted in dark green if the line relates to an invoice, and the value is negative.
Variance: Menu pricing variance. The calculation for this figure is Normal selling price-Fixed menu price.
GP%: The profit margin percentage. The calculation for this figure is (Profit/Gross)*100.
The Operators tab displays parts sales per system operator.
Operator: Name of the POS operator (salesman) who sold the parts
Documents: Number of invoices or credits produced on the date shown. Invoices are highlighted in blue, credits are highlighted in red.
Gross: Parts retail sales value. The calculation for this figure is Quantity * Retail.
Discount: The parts discount value.
Net: The discounted parts sales net value. The calculation for this figure is (Quantity*Selling price) - Discount.
Cost: The parts cost value. The calculation for this figure is Quantity*Cost price.
Profit: The profit value. The calculation for this figure is Net-Cost.
Note: The profit and margin (GP%) are highlighted in dark green if the line relates to an invoice, and the value is negative.
Variance: Menu pricing variance. The calculation for this figure is Normal selling price-Fixed menu price.
GP%: The profit margin percentage. The calculation for this figure is (Profit/Gross)*100.
From the Movement tab you can view the parts movements per day.
Date: Date when the Point-of-Sale parts line was last edited from the Parts log file (DATEEDIT field)
Invoiced: Value of parts invoiced
Returned: Value of parts returned
Reqnd: Value of parts requisitioned
Reversed: Value of parts reversed back into stock from a WIP
Received: Value of parts received into stock
Movement: Total value of the movement
Firstpick%: If it were possible to supply all parts from stock, this field displays 100.
From the Purchasing tab you can view purchasing information for all outstanding parts orders. Information is included if the date decarded is within the start/end dates.
State: State of the line from the Purchase Order Lines file
Type: Type of order from the Purchase Order Lines file
The number of parts in the order lines file at the indicated state/type combination for the following ages:
Current
30 days
60 days
60 days
90 days
120 days
120+
The age is the number of days from today's date. The age in days is based on the date the part/sublet was received (GRNDATE), created (DATECRE) or required (DATEREQ) whichever is the most recent.
There are six tabs that display labour sales statistics in a grid:
The Activity tab displays the labour sales per day.
Tip: Double-click a row to display a summary of the invoices, access the document archive, or view the clock history.
Date: Date when the labour record was last edited (DATEEDIT).
Documents: Number of invoices/credits produced on the date indicated, colour coded as per the legend.
Note: Totals are not available for the Activity tab.
Gross: Gross labour sales value. The calculation for this figure is (Allowed time * Labour rate * (Contribution/100)).
Discount: Value of discount given on labour sales
Net: Net labour sales value. The calculation for this figure is Gross value-Discount.
Cost: Labour cost value. The calculation for this figure is (Time taken*Cost per hour*(Minutes per unit/60)*(Contribution/100)).
Note:Except that if the WL resource flag Flat Rate is ticked indicating that the allowed time should be used
Profit: Labour profit value. The calculation for this figure is Net-Cost.
Variance: Menu pricing variance. The calculation for this figure is Fixed price-Normal selling price.
GP%: Labour gross profit percentage
The Departments tab displays the labour sales statistics from the Activity tab divided by the department code.
Departments: Department code. For example:
- P: Parts
- W: Workshop
- B: Bodyshop
Documents: Number of invoices/credits produced on the date indicated, colour coded as per the legend.
Gross: Gross labour sales value. The calculation for this figure is (Allowed time * Labour rate * (Contribution/100)).
Discount: Value of discount given on labour sales
Net: Net labour sales value. The calculation for this figure is Gross value-Discount.
Cost: Labour cost value. The calculation for this figure is (Time taken*Cost per hour*(Minutes per unit/60)*(Contribution/100)).
Note:Except that if the WL resource flag Flat Rate is ticked indicating that the allowed time should be used
Profit: Labour profit value. The calculation for this figure is Net-Cost.
Variance: Menu pricing variance. The calculation for this figure is Fixed price-Normal selling price.
GP%: Labour gross profit percentage
The Labour types tab displays the labour sales statistics from the Activity tab divided by the labour type code (TYPECODE).
Note: The documents column displays the number of documents a particular labour type has been invoiced/credited on.
Type: Description of the labour type code taken from the Point-of-Sale labour rates table against the default franchise letter held in the Default franchise field on the Main detail tab of the Stock Management system parameters.
Documents: Number of invoices/credits produced on the date indicated, colour coded as per the legend.
Note: Totals are not available for the labour types tab.
Gross: Gross labour sales value. The calculation for this figure is (Allowed time * Labour rate * (Contribution/100)).
Discount: Value of discount given on labour sales
Net: Net labour sales value. The calculation for this figure is Gross value-Discount.
Cost: Labour cost value. The calculation for this figure is (Time taken*Cost per hour*(Minutes per unit/60)*(Contribution/100)).
Note:Except that if the WL resource flag Flat Rate is ticked indicating that the allowed time should be used
Profit: Labour profit value. The calculation for this figure is Net-Cost.
Variance: Menu pricing variance. The calculation for this figure is Fixed price-Normal selling price.
GP%: Labour gross profit percentage
The Operators tab displays the labour sales statistics from the Activity tab divided by the WIP owner, as displayed in the Customer contact field on the Notes tab of the WIP header which normally indicates who created the WIP.
Documents: Number of invoices/credits produced on the date indicated, colour coded as per the legend.
Gross: Gross labour sales value. The calculation for this figure is (Allowed time * Labour rate * (Contribution/100)).
Discount: Value of discount given on labour sales
Net: Net labour sales value. The calculation for this figure is Gross value-Discount.
Cost: Labour cost value. The calculation for this figure is (Time taken*Cost per hour*(Minutes per unit/60)*(Contribution/100)).
Note:Except that if the WL resource flag Flat Rate is ticked indicating that the allowed time should be used
Profit: Labour profit value. The calculation for this figure is Net-Cost.
Variance: Menu pricing variance. The calculation for this figure is Fixed price-Normal selling price.
GP%: Labour gross profit percentage
The Workshop tab displays the workshop mechanics' statistics. For each mechanic, the following details are displayed:
Tip: Double-click a row to display a summary of the resource line.
Name: Name of the Technician taken from the Description field of the Workshop Loading resources file
Open: Un-invoiced labour at the start of the day
Close: Un-invoiced labour at the end of the day
Direct: Time booked to WIPs for the resource
Indirect: Productive idle time
Idle: Non-productive idle time
Allow'd: Invoiced time allowed/hours sold
Taken: Invoiced time taken
Charg'd: Invoiced value
Idle%: Idle time percentage. The calculation for this figure is (Non-productive idle time/(Direct+Indirect+Idle)) * 100.
Util%: Utilisation percentage. The calculation for this figure is (Taken/Charged) * 100.
Effi%: Efficiency percentage. The calculation for this figure is (Allowed time/Taken time) * 100.
Pro%: Productivity percentage. The calculation for this figure is (Utilisation * Efficiency) / 100.
This form is displayed when you double-click a row in the grid on the PARTS Activity tab or the LABOUR Activity tab of the Aftersales Statistics form. From this form you can view a summary of the invoice or credit note.
Account: Sales Ledger account code
Name: Sales Ledger account name
Document: Invoice number
Wipno: Work-in-Progress number
Gross: Gross value of parts/labour sales
Discount: Discount value of parts/labour sales
Net: Net value of parts/labour sales
Cost: Cost value of parts/labour sales
Profit: Profit value of parts/labour sales
Variance: Menu pricing variance, if applicable
GP%: Gross profit percentage of parts/labour sales
Buttons:
Archive: Offers a link to the document archive, from where the invoice for this part can be displayed, printed or faxed in the normal way (subject to fax availability on your system)
Clockings: Displays the clock history summary and detail
Close: Returns back to the After sales statistics function.
Help: Displays this help file in a web browser.
A summary of the resource line is displayed when you double-click a row in the grid on the Workshop tab of the Aftersales Statistics form. For each resource line, the following details are displayed:
In: Date and time when the technician clocked in
WIP: Work-in-Progress record number or the text Idle if the technician has no work to clock on to
Line: WIP line number on which the task was raised
Description: First line of text for the task from the RTS code and the description of the idle code clocked on to
Out: Date and time when the technician clocked out
Reason: Reason code allocated by the technician when clocking off the task
Allowed: Time allowed for this task
Taken: Taken time clocked for this task
Buttons:
Close: Returns back to the After sales statistics function.
Help: Displays this help file in a web browser.