From the EnergyService menu, select Reports.
Service Parts Price
This report is designed to show items by product category and display pricing per Division and sales markup. This report can be sent to Video, Printer, or ASCII/Excel format.
Generate Monthly Inventory
This report displays the monthly inventory based on month and year. This report should only be run once inventory has been balanced.
Inventory Transactions
This report can be processed based on several different parameters such as Inventory item numbers, Storage Locations, etc.
Enter the parameters, Report Type and whether to display in Video mode, send to Printer, or Excel.
Cost of Goods
This report displays the Cost, Markup, List Price, and Total Price of items sold to customers. This report can be sent to Video, Printer, or Excel.
Purchase Orders
This report can be run by Vendor, Item Number, or Purchase Order Date and can be viewed as Video, Excel, or sent to Printer.
Service Invoices vs HistItem
This report displays any discrepancies of service invoices that have been posted compared to the customer’s history. In the example below, the Invoice posted to service to update inventory but did not post to the customer’s account and should be investigated further.
Service Order Reports
Information pertaining to Service Orders and Technicians displays.
