Parts Invoice Report

This guide explains how to run and use the Parts Invoice Report within the Navigator system. The report provides a detailed analysis of parts invoices over a selected date range, helping departments track sales, identify trends, and generate useful summaries for business analysis.

Step-by-Step Process

1. Accessing the Report:

• From the main menu, select Parts.

• Then choose Parts Manager’s Toolkit.

• Select Invoice Report.

2. Configuring Report Settings:

• Choose a date range (e.g. all invoices raised in May).

• The system defaults to the current branch, but you can adjust this to include other branches.

• Decide whether to enable Detailed Product Analysis:

  • Unticked: Generates a general invoice-level report.

  • Ticked: Displays detailed part-level data, including franchise information.

3. Generating and Reviewing the Report:

• Click Report when you’re happy with your selections.

• Use the report interface to:

  • Filter or group data for easier analysis.

  • Right-click within the report to access export options:

    • Export to CSV (comma-separated file).

    • Export to Excel (XLSX), which includes built-in filters.

4. Using Detailed Product Analysis:

• Enable this feature and click Report to refresh the output.

• The report will now display individual part records along with relevant details.

Important Tips:

• Use branch filtering to isolate performance by location.

• Choose the appropriate report style depending on whether you need summary-level or detailed part-level analysis.