This report will produce “written” sales information by Salesperson and by Branch. Material does not need to be assigned to a Job in order for costs to appear— material costs come from the system catalog. For each Salesperson, the report lists each Job and shows the total of all material, labor, and special charge costs on those Jobs, as well as the total sale, profit, and margin figures. (Please Note: The cost, profit, and margin figures on this report do not reflect the Salesperson’s commission amount.) It also gives a Job Type total for each Salesperson followed by Grand Total figures on cost, sale, profit, and margin. At the end of each Branch section, the report calculates Job Type totals for all Salespeople and then a Grand Total of all sales for the Branch. 

At the end of the report, the system calculates and displays Job Type totals for the Company, followed by a Grand Total of all sales for the entire Company. One of the reasons it can be considered a “written” report is because the User can customize the report to show all Jobs entered in the system for the day, for the week, for the month, etc. It will also include Jobs that have been “Closed,” which means that Over the Counter Sales will be reflected in the report without the User having to open those Jobs after invoicing—as with the Open Order Report. This also means that any Jobs that have been canceled in the system will reflect values on this report unless all of the Line Items on those Jobs have been deleted. 

When you enter this report module, the OverBill & OverHead Job Cost Margin Rpt screen will appear as follows:

The cursor will be positioned at the Branch option in the Select Option menu. If you do not wish to customize the report, you can arrow down to the Print option and hit enter. However, by selecting an option from the menu, you will have the ability to customize the report. You can program one or more of these options prior to printing the report. The Branch option will allow you to print the report for only one Branch or for a range of Branches. The Job Type option will allow you to print the report for only one Job Type or for a range of Job Types. The Open Date option will allow you to set the Beginning and Ending Dates of the open Jobs you want to include on the report. The Close Date option will allow you to set the Beginning and Ending Dates of the closed Jobs you want to include on the report. The Job # option will allow you to print the report for only one Job or for a range of Jobs. The Salesperson option will allow you to print the report for only one Salesperson or for a range of Salespersons. 

When you have programmed your desired options, arrow down to the Print option and hit enter. The system will prompt the following: Do You Want To Print Open And Closed Jobs? (Y,N) N. If you want to include “Closed” Jobs on the report, change the default to “Y” for yes. The system will perform internal procedures and begin printing the report. You can also export this data to Excel.