Reports for Appliance Dealers and Showroom Managers

These reports are drawn from the serials, bills, finance cases and service jobs the showroom already enters. Owners and branch managers read them without joining registers by hand.

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The reports

Each one is drawn from a module named beside it, and nothing is keyed in twice.

Sales by brand, model and salesperson

Counted from saved bills, which shows the owner which brands are moving, who on the floor is selling them and how one month compares with the last.

Stock on hand by serial, model and location

Read from the serial records, split between the godown, the floor and each branch.

Finance cases by financier and status

Applied, approved, rejected and disbursed cases, with the money still to come in. Nothing is counted by hand.

Exchange sets taken in and sold on

Used sets received against bills, what was allowed on them and how they finally left.

Deliveries and installations still pending

Sets billed but not yet delivered, fitted or demonstrated, listed by the date promised. The list shortens as visits close.

Service calls open, closed and sent to the brand

Jobs by stage and by technician, with the ones sitting at a brand service centre shown apart.

Warranty cover ending in a chosen month

Serials whose cover runs out soon, which the counter uses for extended cover calls.

Who acts on them

The owner reads sales, the claims still pending and the finance money due, then decides what the floor should push through the coming month. The counter works the warranty list and the dues list. Store staff read stock and reorder levels. A branch manager reads pending fittings before the fitters leave in the morning.

What the figures reflect

A report shows what staff recorded. A serial not entered at goods receipt will not appear in stock. An exchange value agreed by word and never keyed in makes a bill look larger than it really was. A figure that looks wrong usually traces back to an entry nobody made.

What the dealer decides

Further reports are built on records the system already holds. Just ask for one. The owner decides whether a branch manager reads another branch, and whether salespeople see each other’s figures. Export to a spreadsheet is open to the roles you allow.

What reports do not do

They do not file a return and they do not replace the books. Figures for sales, purchases and tax are there to read and to export, while the books themselves stay with whoever keeps them for you. No report predicts a month ahead.

FAQ

Frequently asked questions

Can a report be exported?

Yes, to a spreadsheet where the role allows it. Which roles may export is a call the owner makes.

Does a manager see another branch?

Only if the dealer allows it. Owners read every branch together on the same screen.

How soon do figures change?

As records are saved. A bill entered at the counter counts in that day’s figures straight away.

What if a report we want is not listed?

It can be built where the records already hold what it needs. Anything beyond that is quoted after we see the layout.

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