This article will cover what reports we would recommend for your Unit Sales Manager to run on a regular basis
Reporting - Unit Sales Manager
This will give you a start and then the Dealership can work out what additional reports you may want to run
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.
- For further information on the Stock Unit Report, review our article - Reporting - Stock Unit Report
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
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
