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.
To display after sales statistics:
The POINT OF SALE menu is displayed.
Select the Reports & enquiries option.
The SO REPORTS AND ENQUIRIES menu is displayed.
Select the After sales statistics option.
The Aftersales Statistics form is displayed.
Do one of the following:
To view parts sales statistics, display the appropriate tab.
To view labour sales statistics, display the appropriate tab.
To view a summary of the invoice or credit note, display the PARTS Activity tab or LABOUR Activity tab, and double-click the row in the grid for which you want to view the summary.
To view a resource line, double-click a row in the grid on the LABOUR Workshop tab.
The Aftersales Statistics form is displayed when you select the Aftersales statistics option from the from the SO REPORTS AND ENQUIRIES menu. From this form you can view aftersales statistics for parts or labour.
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: The date that the Point-of-Sale parts line was last edited from the Parts log file (DATEEDIT field).
Documents: The number of invoices or credits produced on the date shown. Invoices are highlighted in blue, credits are highlighted in red.
Gross: The parts retail sales value. The calculation for this figure is:
Quantity * Retail
Discount: The parts discount value.
Net: The discounted parts sales 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: The 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
Note: For details of the figures displayed in this grid, refer to the Activity tab for PARTS.
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: The nominal permutations sale type code.
Note: For details of the figures displayed in this grid, refer to the Activity tab for PARTS.
The Operators tab displays parts sales per system operator.
Operator: The name of the POS operator (salesman) that sold the parts.
Note: For details of the figures displayed in this grid, refer to the Activity tab for PARTS.
From the Movement tab you can view the parts movements per day.
Date: The date that the Point-of-Sale parts line was last edited from the Parts log file (DATEEDIT field).
Invoiced: The value of parts invoiced.
Returned: The value of parts returned.
Reqnd: The value of parts requisitioned.
Reversed: The value of parts reversed back into stock from a WIP.
Received: The value of parts received into stock.
Movement: The total value of the movement.
VOR loss: The value lost if you were to have this part sold from stock.
Firstpick%: If it was 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: The state of the line from the Purchase Order Lines file.
Type: The 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: The date the labour record was last edited (DATEEDIT).
Documents: The number of invoices/credits produced on the date indicated, colour coded as per the legend.
Gross: The gross labour sales value. The calculation for this figure is:
(Allowed time * Labour rate * (Contribution/100))
Discount: The value of discount given on labour sales.
Net: The net labour sales value. The calculation for this figure is:
Gross value-Discount
Cost: The labour cost value. The calculation for this figure is:
(Time taken*Cost per hour*(Minutes per unit/60)*(Contribution/100))
EXCEPT if the WL resource flag Flat Rate is ticked indicating that the allowed time should be usedProfit: The labour profit value. The calculation for this figure is:
Net-Cost
Variance: The menu pricing variance. The calculation for this figure is:
Fixed price-Normal selling price
GP%: The labour gross profit percentage.
The Departments tab displays the labour sales statistics from the Activity tab divided by the department code.
Departments: The department code. For example:
- W: Workshop
- B: Bodyshop
The Labour types tab displays the labour sales statistics from the Activity tab divided by the labour type code (TYPECODE).
Type: The 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.
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 reflects who created the WIP.
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: The 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: The time booked to WIPs for the resource.
Indirect: The productive idle time.
Idle: The non-productive idle time.
Allow'd: The invoiced time allowed/hours sold.
Taken: The invoiced time taken.
Charg'd: The invoiced value.
Idle%: The idle time percentage. The calculation for this figure is:
(Non-productive idle time/(Direct+Indirect+Idle)) * 100
Util%: The utilisation percentage. The calculation for this figure is:
(Taken/Charged) * 100
Effi%: The efficiency percentage. The calculation for this figure is:
(Allowed time/Taken time) * 100
Pro%: The productivity percentage. The calculation for this figure is:
(Utilisation * Efficiency) / 100
PUSH BUTTONS:
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 within the grids are refreshed, with the exception of the figures on the PARTS Purchasing tab because this is not date dependent.
Today: Click this button to display today's statistics only.
Invoices: The text is highlighted in BLUE if the line relates to an invoice.
Loss: The text (Profit and GP%) is highlighted in GREEN to indicate a loss.
Credits: The text is highlighted in RED if the line relates to a credit.
Other figures: The text is highlighted in BLACK if the line does not relate to an invoice or credit.
Totals: The line is highlighted in CYAN if totals are displayed.
The Invoices 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: The Sales Ledger account code.
Name: The Sales Ledger account name.
Document: The invoice number.
Wipno: The Work-in-Progress number.
Gross: The gross value of parts/labour sales.
Discount: The discount value of parts/labour sales.
Net: The net value of parts/labour sales.
Cost: The cost value of parts/labour sales.
Profit: The profit value of parts/labour sales.
Variance: The menu pricing variance, if applicable.
GP%: The gross profit percentage of parts/labour sales.
PUSH 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: This shows you the clock history summary and detail.
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: The date and time that the technician clocked in.
WIP: This field displays the Work-in-Progress record number or the text Idle if the technician has no work to clock on to.
Line: The WIP line number on which the task was raised.
Description: The first line of text for the task from the RTS code and the description of the idle code clocked on to.
Out: The date and time that the technician clocked out.
Reason: The reason code allocated by the technician when clocking off the task.
Allowed: The time allowed for this task.
Taken: The taken time clocked for this task.
