Shopmonkey: How can I use reports from Parts & Line Items Sold?

Find data about service line items, including sales tax, number sold, and in-depth cost information

Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

In these reports, you'll find information about your service line items including Labor, Parts, Tires, Fees, and Subcontracts. All of these will be displayed in the Line Item Details, you’ll see those line items organized by type or category, and you’ll be able to see your sales tax liability. These reports will only show line item information on orders with an Invoiced status. That means any line items from estimates will not be shown in these reports.


Sales Tax

What’s my total for taxable parts?

This report will show the taxes collected for the date selected and a breakdown of Taxable, Non-Taxable, and Tax-Exempt amounts for each line item type. Line item totals are shown for orders that have a status of Invoiced and are fully paid.

  • Taxes Collected - The total amount of tax collected on invoices.

  • Taxes Owed - This is calculated by multiplying the total taxable amount by your tax rate.

  • Taxable - This shows the total amount for each line item that is taxable. For more information on taxable items check out our help article.

  • Non-Taxable - This shows the total amount for each line item that is non-taxable. For more information on taxable items check out our help article.

  • Tax-Exempt - This shows the total amount for each line item that was on an order for a tax-exempt customer. For more information on tax-exempt customers check out our help article.

  • Discounts will show the discounted amount for each line item.


Summary by Type

How many parts did I sell last January?

This report shows the total amount for each line item including Parts, Labor, Tires, Subcontract, and Fees organized by month with yearly and grand totals. You can filter the list by date invoiced, Category, and Person to find exactly what you’re looking for.


Summary by Category

How many Brake parts did I sell last year?

This report shows the total amount for each inventory category and sub-category organized by month with yearly and grand totals. For information on inventory, categories check out our help article. You can filter the list by date invoiced, Category, Deleted Status, Person, and Type to find exactly what you’re looking for.


Line Item Detail

What was the part information for Subarus last week?

This report shows a detailed look at your service line items. Each line in the report represents a line item on a service. This means that a single order may have multiple line items shown in this report. This report shows 24 columns of data including the order information, vehicle information, line item specific information, pricing, and more. You can filter the list by date invoiced, Category, Deleted Status, Person, and Type to find exactly what you’re looking for.


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