Battery sales report

InBloom94 · 04-27-2018, 02:20 PM

Every 3 months our accounting manager wants a report showing how many batteries we sold that quarter for battery tax fee paid...I usually just print out a list of all the stocked batteries in the battery bin and tally up the totals for those 3 months. It's not 100% because of the non GM batteries that we would put on in that time frame I don't really have a way to trace so I usually just add a few to the total. Anyone know how to maybe create an English statement report that would show it or do any of you guys even mess with it?

zep33 · 04-30-2018, 01:20 PM

Do you have batteries in their own source(s)?

If not, you might want to consider it. Would be easy to pull sales from a source

I have to do it with tires every month so they're all in their own source. Toyota in 50 and aftermarket in 51

InBloom94 · 05-08-2018, 03:30 PM

yes, we have batteries in their own source

zep33 · 05-10-2018, 12:56 PM

If you're on CDK - run your MGR report and just choose that source then.

Do that monthly and every 3 months, add them up

Megadraught · 05-23-2018, 11:09 AM

If you have R&R, you can also make a report on sales by group number.

tnpartsguy · 07-05-2018, 12:00 PM

I used 19000000-C for my battery core part # on ALL batteries. Made it easy to do that count every month.

04-27-2018, 02:20 PM	#1
InBloom94 Senior Member Join Date: Jun 2014 Posts: 163	Battery sales report Every 3 months our accounting manager wants a report showing how many batteries we sold that quarter for battery tax fee paid...I usually just print out a list of all the stocked batteries in the battery bin and tally up the totals for those 3 months. It's not 100% because of the non GM batteries that we would put on in that time frame I don't really have a way to trace so I usually just add a few to the total. Anyone know how to maybe create an English statement report that would show it or do any of you guys even mess with it?

05-10-2018, 12:56 PM	#4
zep33 Senior Member Join Date: Oct 2012 Posts: 236	If you're on CDK - run your MGR report and just choose that source then. Do that monthly and every 3 months, add them up Last edited by zep33; 05-10-2018 at 01:04 PM.

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04-30-2018, 01:20 PM	#2
zep33 Senior Member Join Date: Oct 2012 Posts: 236	Do you have batteries in their own source(s)? If not, you might want to consider it. Would be easy to pull sales from a source I have to do it with tires every month so they're all in their own source. Toyota in 50 and aftermarket in 51

05-08-2018, 03:30 PM	#3
InBloom94 Senior Member Join Date: Jun 2014 Posts: 163	yes, we have batteries in their own source

05-23-2018, 11:09 AM	#5
Megadraught Member Join Date: Jan 2011 Posts: 31	If you have R&R, you can also make a report on sales by group number.

07-05-2018, 12:00 PM	#6
tnpartsguy Senior Member Join Date: Jul 2010 Posts: 506	I used 19000000-C for my battery core part # on ALL batteries. Made it easy to do that count every month.