Sales Reports

Sales Reports allow you to Print or Export information relating to Jobs, Sales and Invoices in Workshop Mate.

This report shows you how much has been sold per item including the quantity Total Ex Tax, Tax amount and total Inc Tax.

  • Date Range – Enter the date range for the report. The report will default to ‘All’ if no date range has been entered.
  • Product Type – Can select Parts, Services, Prescribed Parts, Sublets, Consumables or All. Default selection is ‘All’

This report breaks down the sales that have been made to each customer.

Date Range – Enter the date range for the report. The report will default to ‘All’ if no date range has been entered.

This report shows the receipts that have been entered during the selected date range, including a summary at the bottom with totals for each receipt type.

  • Date Range – Enter the date range for the report. The report will default to ‘All’ if no date range has been entered.
  • Payment Type – Select the payment type or ‘reference’ used for the receipt. Default selection is ‘All’
  • Order By – You can order the report by the receipt Number or the receipt date.

This report shows which customers owe you money as at a particular date.

As At – Mandatory date field when generating report. Only data up to the ‘As at’ date would be included.

This report shows customers that have overdue invoices based off the credit term and the due date on the job.

Overdue Days – Select the number of days you would like to see overdue records for.

This report shows the customers who owe money and the ageing of the outstanding invoices.

This report will show you all of the products that have been bought and sold and the profit for each part.

Date Range – Enter the date range for the report. The report will default to ‘All’ if no date range has been entered.

This report will show you the amount of profit you have made on a particular customer in the selected date range.

Date Range – Enter the date range for the report. The report will default to ‘All’ if no date range has been entered.