Defining End of Period Reports
Overview
The reports that will be printed or emailed automatically when a period is closed need to be defined as part of the initial setup of StockTrac®.
Procedure
To do this, go to the Sales Module. Next click Setup and then Reports.
This is the Report Setup grid. The periods are listed at the top of the screen, and the reports are listed on the left.
Put a number in the corresponding box to indicate the number of copies of that report to be printed or emailed when that period is closed. Click OK to continue.
The following reports can be selected:
| Aged Receivables Detail | Exempt Sales Recap | Post-Dated Checks |
| Aged Receivables Summary | Flat Rate Detail | Referral |
| Buyout Detail | Gross Payroll | Retail Sales Deposit Credit Card |
| Cash Drawer Reconciliation | Installer Salesperson | ROA POA MCR |
| Commissions Averages | Inventory Audit | Sales Cost Spreadsheet |
| Committed Parts | Invoice Detail | Shop Transfer |
| Counter Sales Summary | Invoice Exception | Summary Backout |
| Credit Card | Item Detail Listing | Tax Audit Detail |
| Custom Item and Buyout | Margin Analysis | Tech Proficiency |
| Declined Parts and Services | Negative Quantity On Hand | Time Clock |
| Detailed Backout | Net Revenue | Total Value of Inventory |
| Detailed Sales Cost Spreadsheet | Part Serial Numbers | Vendor Detail |
| Discount Coupon | Parts Usage | Zip Code |
These values can be changed any time.