There are a few reports that we would suggest the Unit Sales Manager to run on a regular basis.


This will give you a start and then you can work out what additional reports you may want to run as well.


All these reports can be generated through Blackpurl Header > Reporting > Reports - Common Search.


All reports are setup with specific parameters and columns that match that particular report but the user can amend these parameters and columns etc as required.


Please review this article - Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results 



Stock Valuation Report / Stock Unit Report 

  • Use these reports to match off the units you have physically in stock / to floorplan documentation / to what Blackpurl indicates should have in stock
  • Your controller/bookkeeper would also use these reports to balance out to your accounting package.

We would recommend that you export to excel and then sort by Category.

The Inventory General Ledger attached to your Category should in theory match to the valuation for that Category in Blackpurl.

  

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Deal Units 

  • This report will assist you if you are wanting a list of units sold by a particular salesperson over a specific time frame etc
  • For more information, review this article - Reporting - Customer Order Unit Deals 


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Active Unit Deals 

  • This report is very useful in providing a list of Active Unit Deals
  • You can change the parameters to list only those Unit Deals that are in quotation status so you can do your followups
  • For more information, review this article - Reporting - Customer Order Unit Deals 


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