Sales By Postal Code

Overview

Sales By Postal Code is a type of report in SmartWare that allows you identify all work order (sales amounts) grouped by postal code for a specific date range

Navigate to Sales By Postal Code

You can access the Sales By Postal Code report by navigating to the following location:

• From the main menu on left side of the screen, select Reports
• The Reports panel will load with a drop down option allowing you to select which report you would like to run.  From the drop down option select 'Sales By Postal Code'
  
  Reports - Sales By Postal Code

Sales By Postal Code - Features

Search Criteria

After selecting 'Sales By Postal Code' from the Reports panel, additional search fields will load allowing you to define the search criteria you would like the report to use when returning results 

Reports - Sales By Postal Code (search)

Below is a brief explanation of the different search options available:

Item	Functionality
Begin	(Required) Used in conjunction with the 'End:' search field.  Allows you to specify a starting date to use when searching and returning report results
End	(Required) Used in conjunction with the 'Begin:' search field.  Allows you to specify an end date to use when searching and returning report results
	Will run the report based off the search criteria entered
	(Close button) Will close the reports panel

Once you have finished entering in all search criteria, click the  (Run Report) button to run the Sales By Postal Code report

Report Explanation

The Sales By Postal Code report will display a list of all work orders for the selected date range grouped by postal code. 

Report: Sales By Postal Code

The following criteria is used to determine when a work order will appear on the Sales By Postal Code report:

• Current work order status at the time the report is run must be 'Tech Completed' , 'Reviewed', 'WSA Ready' or 'WSA Complete'
• Work Order must have been marked 'Tech Completed' within the 'Begin:' and 'End:' date range entered for the search criteria the report was run for

Print Sales By Postal Code

The Sales By Postal Code report can be printed by clicking the  (print) icon at the top of the report page

Report Details

Below is an explanation of the information displayed on the Sales by Postal Code report

Item	Functionality
Sales By Postal Code: .....	Displays the date range the Sales By Postal Code report was generated for
Postal Code	Displays Postal Code the sales information is being displayed for:  (plus) button: Displays a combined view of all Sales information for the selected postal code on a single line Clicking the  (plus) button will change the button to a  (minus) button and will expand the Postal Code row to display a breakdown of all work orders that make up the information being displayed for the Postal Code   (minus) button: Displays detailed information for the selected postal code Clicking the  (minus) button will change the button back to a  (plus) button and will collapse the Postal Code back down to a single row of information
Sales Subtotal	Displays subtotal (excludes sales tax) for work orders where postal code listed on the work order matches the postal code section you are viewing information for Toggles between collapsed view and detailed view:  (collapsed view):  Displays subtotal of all work order sales (excluding tax) with selected postal code listed in a single row  (detailed view):  Displays detailed view of subtotal amounts for postal code broken down into subtotal per work order for the selected postal code.
Sales Tax	Displays sales tax for work orders where postal code listed on the work order matches the postal code section you are viewing information for Toggles between collapsed view and detailed view:  (collapsed view):  Displays sum of all sales tax for work orders with selected postal code listed in a single row   (detailed view):  Displays detailed view of sales tax for postal code broken down into sales tax per work order for the selected postal code.
Sales Total	(Sales Subtotal) + (Sales Tax)
Credit Sub Total	Displays subtotal of credit memo adjustments for work orders where postal code listed on the work order matches the postal code section you are viewing information for.  Credit Sub Total will exclude any portion of the credit memo that was allocated to for credit taxes. Toggles between collapsed view and detailed view:  (collapsed view):  Displays sum of all credit Sub Totals for work orders with selected postal code listed in a single row   (detailed view):  Displays detailed view of Credit Sub Total for postal code broken down per work order for the selected postal code
Credit Tax	Displays credit memo tax amounts for work orders where postal code listed on the work order matches the postal code section you are viewing information for Toggles between collapsed view and detailed view:  (collapsed view):  Displays sum of all credit memo tax amounts for work orders with selected postal code listed in a single row   (detailed view):  Displays detailed view of credit memo tax amounts for postal code broken down per work order for the selected postal code.
Credit Total	(Credit Sub Total) + (Credit Tax)
Sub Total	(Sales  Subtotal) + (Credit Sub Total)
Tax	(Sales Tax) + (Credit Tax)
Total	(Sales Total) + (Credit Total)
Work Order	Toggles between displaying work order count and ticket number depending on if the Postal Code column is expanded or collapsed  (collapsed view):  Will display a count of all work orders that is included in the Postal Code row  (detailed view):  Will display the Ticket # associated with the work order you are viewing information for on the selected row
Grand Total (row)	Displays the subtotal for each column on the report