After Sale Parts & Labor Tracking Report

The report filters provide you with greater flexibility in choosing the deals & customers you wish to track


After Sale Parts & Labor Tracking Report

The report filters provide you with greater flexibility in choosing the deals & customers you wish to track



The Start/End dates control which deals are reported based on the “Deal Date to Use” filter from which you can select the “Posted On”, “Sold On” or “Delivered On” date of the deal.

The “After Deal Sale Days” controls how much of the customers purchase history after the deal you would like to include in the report.

The “Select PART VENDORS” filter allows you to control which parts you’d like to include based on their vendor.

The remainder of the report filters are self explanatory and are used to be more specific about the units you want to report on.

A typical scenario, as shown in the example above, would be to review all deals for the first five months of the year and to then track the customers Parts & Service sales history for the 3 months following when their deal was posted.

The results are broken down into two sections. The first section, left side, reports Parts & Service Sales “included in deal” which also includes PDI and other internal service orders. The other section, right side, reports Parts & Service Sales “after-deal which are sales to the customer after the deal for the period specified.



For the “INCLUDED IN DEAL” section:

• The OTC P&A/GM reports only those Parts Invoices which were created from and thus included as part of the deal
• The SO P&A and Labor values report the parts and labor for all service orders which are internally tied to the unit on the deal. This includes service orders created from the deal as well as all other internal service orders for the unit

For the “AFTER-DEAL SALES” section:

• The OTC P&A/GM reports all parts invoices for the customer closed between the Deal Date and the number of “After Deal Sale Days”.
• The SO P&A and Labor values work the same except the report closed service orders for the customer