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Fleet Sales Report

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The Fleet Sales Report is a list of completed transactions for fleet vehicles. Transactions are listed by fleet ID and date. Each transaction lists the service date, the customer name, the odometer reading, the transaction number, the cash and charge payment amounts, and the ticket total. You can print the report for specific fleet IDs, local fleets, national fleets, and/or specific date ranges.

Printing the Report

Use the following steps to print a Fleet Sales Report:

  1. On the Main Menu, select Lubrication Menu.
  2. Select Lubrication Reports Menu (3).
  3. Select Miscellaneous Reports Menu (6).
  4. Select Fleet Sales Report (5).
  5. Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the parameters on this screen.
Field Definition
Fleet ID Charge customer identification number or range of numbers. Leave blank for all.
Fleet Type Type an L for local fleets or an N for national fleets in both fields. Leave blank for both fleet types.
Range of Dates Fill in the beginning and ending dates for the range you want to include on your report. Leave blank to print the report for all information on your system.
Duplex This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper.

Note: This will only function on printers that support Duplex mode.
Landscape This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page.

If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To This field tells the computer where to send the report. The following list contains the different selections available for this field.

  • 0 Printer – Sends report to the terminal’s default report printer immediately. (Default)
  • 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report.
  • 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users.
    • If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options The line at the bottom of the screen contains commands to print the report and to save or change the report settings.

  • Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future.
  • Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.)
  • Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.
  1. Press [F7] to start the Fleet Sales Report. When the processing is complete, you return to the Miscellaneous Reports Menu.

You can also set up this report on the Set Up Closing Processes screen (1-6-3) to print automatically during closing processes.

Note: For a vehicle to be included on this report, the vehicle record must include a charge ID number. These can be input when you enter a new vehicle or added to a vehicle record on the Maintain Vehicle History screen.

Report Contents

Item Description
Today’s Date Date report was created. Located below the name of the report.
Report Criteria Range of Fleet ID, Fleet Type, and/or Service Date included in the report.
Fleet Fleet identification number and type of fleet (shows L for local fleets and N for national fleets), sorted alphabetically.
Date Date of service.
Vehicle ID License number (and state code if used) of each fleet vehicle.
Name Name of the customer, not the name of the fleet.
Odometer Odometer reading at time of service.
Transaction Transaction number. The first six digits identify the date in the YYMMDD format (for example, 030930 refers to 09/30/2003). The remaining figures identify the invoice number.
Cash Amount Total of other tenders (cash, check, credit card, gift card/certificate) received in payment for the transaction.

Cash Amount = Ticket Total – Charge Amount
Charge Amount Amount of fleet charge for the transaction.
Ticket Total Net sales amount of the transaction plus tax and gift sales minus promotions and warranties.

Ticket Total = Gross + Gift Card/Certificate Sales + Taxes – Coupon – Discount – Warranty
Subtotals Number of transactions, and sum of cash amount, charge amount, and ticket total for each fleet.
Total Number of transactions, and sum of cash amount, charge amount, and ticket total for all transactions on the report.

Recommendations for Using This Report

The Fleet Sales Report is similar to the Fleet Management Report. It is designed as a quick overview of fleet transactions.