1. Run the Pipeline Profit Report

  • Navigate to Sales Managers Toolkit > Reports > Pipeline Profit Report.

  • In the "Select On" dropdown, choose Invoice Date.

  • Set the date range:

    • Date From: Enter the 1st of the relevant month.

    • Date To: Enter the last date of the relevant month.

  • Leave the following settings as default:

    • Invoiced Deals Only: Both Ordered and Invoiced.

    • Vehicle Type: Both.

  • Ensure Open Deals Only is checked to display only deals that need to be closed.

  • If managing multiple branches, select the relevant branches from the dropdown.

  • Click the Report button to generate the report.

The report will display a list of invoiced vehicles. Double-click on each deal to review and prepare for closure.

2. Review the Profit Analysis Report

  • Navigate to Sales Status > Profit Analysis.

  • This report shows the actual profit before closing the deal, with Margin VAT deducted.

  • Verify that:

    • All costs have been posted.

    • You are satisfied with the actual profit figures.

Once reviewed, click the Close button at the bottom right-hand corner to return to the stock record.

3. Closing the Deal

  • In the stock record, click the "Close Deal" button at the top.

  • If there are outstanding items, the system will display warnings for:

    • Settlement payments not posted

    • Open workshop jobs

    • Unallocated costs from workshop or parts

    • Vehicle not delivered

  • A dialog box will appear showing your Staff ID and any flagged items (e.g., Bonus, Purchase Invoice) that need to be posted.

Review and Action:

  • Correct any flagged items as needed.

  • The system defaults to the invoice date when closing, but you may adjust this if posting the deal to a different month. Ensure this date isn't set in the future as you won't be able to reopen it until that date arrives.