Using Reports in Sales 360

This guide explains how to access and use the reporting features within the Sales 360 module of Navigator. These built-in tools help sales staff and managers monitor key information such as vehicle deliveries, stock availability, and current sales orders.

Sales 360 provides access to three primary reports:

• Handover Diary

• Stock List

• Order Book

Accessing Reports

1. Open Sales 360 from the Navigator menu.

2. Click the Reports tab located in the top banner of the Sales 360 interface.

You’ll see a menu with the three report options.

1. Handover Diary

Purpose:

Displays all scheduled vehicle deliveries, allowing you to track and prepare for customer handovers.

How to Use:

• Click Handover Diary.

• View upcoming handovers by date.

• Each entry provides:

  • Customer name

  • Vehicle details

  • Scheduled delivery time

Useful for managing the day’s activity and preparing vehicle handover documentation.

2. Stock List

Purpose:

Allows users to view the current status of all stock vehicles, whether new, used, or pipeline.

How to Use:

• Click Stock List.

• Filter by:

  • Stock number

  • Registration

  • Branch

  • Vehicle type (new, used)

• Sort or search using headings such as:

  • Make/model

  • Retail price

  • Availability

Ideal for checking vehicle availability when handling new enquiries.

3. Order Book

Purpose:

Shows all active sales orders linked to your profile or branch. You can also make certain amendments before invoicing.

How to Use:

• Click Order Book.

• Review each entry’s:

  • Customer name

  • Vehicle details

  • Order status

  • Delivery schedule

• Double-click an entry to:

  • View full details

  • Make allowed changes (if the vehicle has not been invoiced)

Essential for managing ongoing deals and keeping delivery schedules up to date.

Summary

These reports give Sales 360 users a real-time snapshot of key sales activity and help keep daily operations running smoothly.