Performance, stock, aging, accountability, payments and movements.
Steps
Van sales โ Reports, filtered by dates, van and salesperson:
Performance: invoices, sales, discounts, gross profit and margin, average sale - by van and by salesperson against their sales targets - for POS and documents, POS only or documents only.
Stock balance: opening, loaded, sold, returned, written off and closing (quantity and value) per item.
Stock aging by van: 0-30, 31-60, 61-90 and 90+ days since the stock first came in.
Stock accountability: expected against counted, variances, reasons and decisions. Cash and payment reconciliation: each day by method. Cash collected: every receipt against van invoices - by method, by van and one by one. Credit sales: invoices not paid in full at the sale - paid then, paid since, still owed and days overdue. Movement history: every loading, sale, return and adjustment.
Each report exports to CSV. They are also in Reports & analytics โ Van sales.
Good to know
The dashboard shows todayโs and the periodโs sales, active vans, stock on the vans (at cost and its expected sales value), unresolved variances, days not closed and slow-moving stock - filtered by van, salesperson, branch and channel.
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