This is a basic sales & profit report page for invoices. The page is capable of showing a number of different reports. There are special calculations per invoice that should be noted.

* The invoice totals are the entire invoice amount including all line items, units, parts, taxes, labor, freight, etc.

* The invoice prices are the retail value of the items returned minus any taxes. The line items that are returned are determined by the search type (all, units only, parts only, labor only, rentals only, and special line items).

* The costs will only show costs of the line items returned (not the full ticket). This is determined by the search type.

* The profit is calculated by taking the prices minus the costs.

* The percentages are derived from taking the profit per invoice (depending on search) and dividing it by the price (retail value) of each invoice. The price, not the invoice total, is used. The invoice total includes taxes and other items.

* If your sales invoices have one or more unit trade-in(s) assigned, the total ACV (actual cash value) will be added back in and a new profit and percentage will be calculated. Otherwise the trade-in(s) distorts the profit and percentage.

If the report returns one or more flags by the price and/or costs on units, this means that there is a disconnect between the actual stock/unit and the sales invoice. The application is trying to show you that the unit saleprice doesn't match the invoice price or the unit basis doesn't match the invoice cost. Additional action is needed for the flag to go away.

Special note about the search type "Special Line Items Only": This search type requires a special line item to be selected.

Special note about the payroll helper switch: This checkbox is an optional filter for users who are trying to get reports for payroll and commission calculations. The filter will look at the corp-wide settings and will not include unassigned special line items like freight, supplies, sublet, etc.

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