The run a sales breakup report in Workshop Software helps you review and analyse your run a sales breakup data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
A Sales Breakup is a more detailed version of the Sales Report and shows the individual product items on an invoice grouped by product type (consumable, stock, labour, sublet, accessories or tyres) and will show;-
- Invoice number
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- Date
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- Item Code
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- Description
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- Type – Invoice or credit
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- Customer
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- Rego
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- Item sell price
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- Item cost price
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- GST
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- Profit
2. Click on the down arrow icon to the far right of the blue Sales Reports menu to expand the menu;
3. Enter the date range you want the report to cover, if you want only a total for each of the product types then click to make Summary ‘YES’, click on the ‘green printer’ icon to generate the report in a new tab, from there it can be printed off;
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the run a sales breakup report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.