View Parts & Line Items Sold Reports
Select the Reports icon from the left-side navigation bar. Find the Parts & Line Items Sold section.
Sales Tax
What is my total for taxable parts?
The Sales Tax Snapshot includes taxes collected and taxes owed.
Taxes Collected: Total amount of tax collected on invoices
Taxes Owed: taxes owed = total taxable amount * tax rate
View the taxes collected 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.
Taxable: Total amount for each line item that is taxable (Tax Settings)
Non-Taxable: Total amount for each line item that is non-taxable
Tax Exempt: Total amount for each line item that was on an order for a tax-exempt customer
Discounts: Discounted amount for each line item
Filters
Select Filters to select which data is displayed.
Invoiced: Displays data from orders converted to an invoice within the date range selected
Fully Paid: Displays data from orders fully paid within the date range. Partially paid invoices will not be displayed with this filter
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Summary by Line Item Type
Review totals of each line item (Parts, Labor, Subcontract, etc.) in your shop.
Filters
Select Filters to select which data is displayed.
Invoice Date: Displays data from orders converted to an invoice within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, overdue)
Fully Paid Date: Displays data from orders that were fully paid within the date range selected
Archived Status: Order workflow status of archived or not archived
Category: Inventory category this line item belongs to
Technicians: Displays data for a specific technician(s)
Type: Line item type (e.g. Labor, Part, etc.)
Customers: Displays data for a specific customer(s) or fleet(s)
Vendor: Displays data for parts/line items received from a specific vendor(s)
Workflow: Workflow status of the order that the line item is associated with
Summary by Line Item Category
How many of a certain part did I sell last year?
Review totals of each inventory category and sub-category in your shop. Check out our help article Line Item Categories to learn more.
Filters
Select Filters to select which data is displayed.
Invoice Date: Displays data from orders converted to an invoice within the date range selected
Fully Paid Date: Displays data from orders that were fully paid within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, overdue)
Category: Inventory category this line item belongs to
Archived Status: Order workflow status of archived or not archived
Technicians: Displays data for a specific technician(s)
Type: Line item type (e.g. Labor, Part, etc.)
Customers: Displays data for a specific customer(s) or fleet(s)
Line Item Detail
What was the part information for a specific vehicle last week?
Take a look at a detailed view of your service line items. Each row of the report represents a line item on a service. This means that a single order may have multiple line items shown in this report.
Order Information: Order #, Order Name
Customer Information: Customer Name, Address, City, State, Postal Code
Invoiced Date: Date the associated order was invoiced
Vehicle
VIN
Unit #
Type: Line item type (e.g. Labor, Part, etc.)
Category: Line item category this line item belongs to (if applicable)
Sub-Category: Line item sub-category this line item belongs to (if applicable)
Part Description
Part #
Technician: Technician assigned to this line item on the order
Completed: Will show completed if line item has been marked completed on the order
Completed Date: The date that the line item was marked as completed
Note: Any notes left on the line item on the order
Vendor: Part vendor (if applicable)
Hours: Time spent completing the line item
Cost: Cost of line item to the shop
Margin: Sale - Cost = Margin
Markup: Selling Price - Cost = Markup
Price: Price of line item listed for the customer
Quantity: Number of parts on the line item (if applicable)
Discount: Discount applied to line item
Subtotal: Subtotal of the line item
Workflow Status: Workflow status of order that the line item is associated with
Filters
Select Filters to select which data is displayed.
Invoice Date: Displays data from orders converted to an invoice within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Category: Inventory category this line item belongs to
Technicians: Displays data for a specific technician(s)
Vendor: Displays data for parts received from a specific vendor(s)
Workflow: Workflow status of the order that the line item is associated with
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