What information does each of the Work Order reports display?

Details with Customer Name and Phone

Displays all products on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician. Customer information is included.

Sherpa Tip: This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

FinishDate

Date the transaction was finished (closed).

LastName

Customer’s last name.

FirstName

Customer’s first name.

Phone

Customer’s phone number.

Description

Description of the product which was sold.

Quantity

Quantity of the item sold.

Price

Selling price for the item, without tax.

Labor Detail by Mechanic

Displays all products in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Sherpa Tip: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

DateOfSale

Date the transaction was finished (closed).

LastName

Technician’s last name.

FirstName

Technician’s first name.

Description

Description of the product which was sold.

Quantity

Quantity of the item sold.

Price

Selling price for a single item, without tax.

Total

Quantity times Price.

Labor Sales by Mechanic

Total of all items in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Sherpa Tip: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

LastName

Technician’s last name.

FirstName

Technician’s first name.

Total Labor Sales

Total dollars of all labor items on work order details.

Labor Summary by Mechanic

Total of all items in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Sherpa Tip: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

LastName

Technician’s last name.

FirstName

Technician’s first name.

Total

Total dollars of all labor items on work order details.

TCS Average Hook Turn

Displays the average number of days taken to complete work orders.

Total WorkOrders

Total number of work order transactions finished (closed) in the selected date range.

Total WorkOrderDetails

Total number of work order details associated with transactions finished (closed) in the selected date range.

Avg Days to Complete WO

Total number of days from the date work order details were created to the date the associated transaction was finished (closed) divided by the total number of work order transactions finished in the selected date range.

Avg Days to Complete Detail

Total number of days from the date work order details were created to the date they were marked Completed divided by the total number of work order details completed in the selected date range.

Avg Days to Deliver

Total number of days from work order detail completion to the date the associated transaction is finished (closed) divided by the total number of work order details completed in the selected date range.

TCS Service Tickets per Bike Sold

Displays the total units of labor items added to a work order with a serialized item.

Sherpa Tip: Items which are not associated with a work order detail are not included.

Serialized Bikes Sold

Total number of bikes sold on work order details where the associated transaction was finished (closed) in the selected date range.

0 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and no bikes are on the work order detail.

1 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and one bike is on the work order detail.

2 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and two bikes are on the work order detail.

3+ W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and three or more bikes are on the work order detail.

TCS Technician Analysis

Displays the totals for transactions, add-ons, and labor items by technician in the selected date range.

Sherpa Tip: Items which are not associated with a work order detail are not included.

Employee

Employee name.

Tech WO Complete

Total number of work order details marked as Completed in the selected date range where the user is listed as the Technician.

Tech Labor$

Total dollars of Labor items sold on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

Tech AddOn$

Total dollars of Parts, Accessories, and Clothing items sold on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

Tech Combined$

Total dollars of Parts, Accessories, Clothing, and Labor items sold on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

Tech AVG WO Complete$$

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Technician.

Total Time

Total hours of Actual Time on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

AVG Time

Total hours of Actual Time on work order details which were marked Completed in the selected date range divided by the total number of work order details completed where the user is listed as the Technician.

Bike Builds

Total number of serial numbers marked as Assembled in the selected date range where the user is listed in Assembled By.

SW WO Created

Total number of work order details marked Completed in the selected date range where the user is listed as the Advisor.

SW Labor$

Total dollars of Labor items sold on work order details which were marked Completed in the selected date range where the user is listed as the Advisor.

SW AddOn$

Total dollars of Parts, Accessories, and Clothing items sold on work order details which were marked Completed in the selected date range where the user is listed as the Advisor.

SW WO Created$$

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Advisor.

SW AVG WO Created$$

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Advisor.

TCS Total Add-on Revenue

Displays total work order add-on dollars in the selected date range.

Grand Total

Total non-Bike or non-Labor dollars on work order transactions which were finished (closed) in the selected date range.

TCS Total Finished Work Orders

Displays the total number of work orders created in the selected date range.

# of W/O

Total number of work order transactions finished (closed) in the selected date rance.

TCS Totals Received by Vendor

Displays total units and dollars received by vendor in the selected date range.

Name

Vendor name.

Units Received

Total quantity of items received on orders for the vendor in the selected date range.

Amt Received

Total dollars received on orders for the vendor in the selected date range.

TCS Work Order Add-on Dollars

Displays non-Bike or non-Labor items sold in the selected date range by vendor.

Sherpa Tip: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor will inflate your total values.

SKU

SKU for the product.

Description

Description for the product.

Category

Category for the product.

Unit Cost

Cost for a single item.

Sale Price

Price the item was sold for.

Vendor

Vendor from whom the product can be ordered.

QOH

Current stock for the product.

Units Sold Last 12 mos

Total quantity sold in the last 12 months.

Ext MSRP

Total MSRP value of all items sold in the selected date range.

Ext SalePrice

Total selling price of all items sold in the selected date range.

Ext COST

Total cost value of all items sold in the selected date range.

Margin

Total selling price of all items sold divided by total number of items sold.

TCS Work Order Time Variance

Displays the total time from work order creation to completion in the selected date range.

DateCompleted

Date the work order detail was marked Completed.

Employee

Technician name.

Workorder #

Work order detail Ticket Number.

Customer

Customer name.

EstTime

Work order detail Est. Time.

ActualTime

Work order detail Actual Time.

Variance

Actual Time minus Estimated Time.

SalesItems on Detail

Lists all sales items on the work order detail.

Total Parts and Labor by Date

Total sales on work orders finished in a date range.

TaxTotal

Total tax charged on work order transactions finished (closed) in the selected date range.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) in the selected date range.

Net Total

Total sales dollars without tax on work order transactions finished (closed) in the selected date range.

Total Parts and Labor per Day

Total sales by date on work orders finished in a date range.

Day

Day of the month.

Month

Month number.

Year

Year.

TaxTotal

Total tax charged on work order transactions finished (closed) on the specified date.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) on the specified date.

Net Total

Total sales dollars without tax on work order transactions finished (closed) on the specified date.

Total Parts and Labor Per Mechanic by Date

Total sales on work orders finished in a date range by technician.

LastName

Technician last name.

FirstName

Technician first name.

TaxTotal

Total tax charged on work order transactions finished (closed) in the selected date range.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) in the selected date range.

Net Total

Total sales dollars without tax on work order transactions finished (closed) in the selected date range.

Work Order History by Serial Number

Ascend Online Report to search for repairs by associated serial number.

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