Job Aid - Unit Transaction Accuracy – DealerVu Help Center

Job Aid - Unit Transaction Accuracy

JOB AID – Unit Inventory Accuracy

This job aid provides a reference guide on:

- How to access and run key reports within DealerVu; and
- Basic info around why and when to run these reports.

This guide does not include information on how to analyze reports.
Please contact support@dealervu.com should you have any questions.

Unit Inventory Transaction Report When to use: Weekly / Monthly
Purpose

Print a summary inventory list to review the financial investments in each category of units/bikes (both new and used).
Print a detailed inventory list to review in-stock cost accuracy for each new and used unit to balance the inventory with the GL accounts.
Use to check the balance with the General Ledger control account. The difference between this report and the GL control account must be zero.

Steps

From the DealerVu main screen, click on My Reports > Unit Reports > Unit Inventory Reports > Unit Inventory Transactions
Make the selections based on what you wish to see on the report.

For example:

a. To run a full list of all units in stock, we would suggest that the Start Date: is untick but the Show Summary checkbox is ticked.

b. To run the report for a specific stock number in detail, we would suggest that the Start Date: is unticked, a Stock# is provided and the Show Summary checkbox is unticked.

c. To run the report for a specific General Ledger Account.The difference between this report and the GL control account on the Balance Sheet must be zero. Parameters to use: untick Start Date:, select your Account: , tick Show Summary checkbox.

You can print this report by clicking on the Print icon or export to Excel by clicking on the Excel icon or export as a PDF by clicking on the PDF icon

Related articles