Parts Watch Training – Point-of-Sale Reporting

Description

This video concludes the point-of-sale training series by covering sales and returns reporting options.

 

Course Objectives:

  • Understand how to access and use the Lisa transactions report for detailed sales and returns tracking.

  • Learn to use the part ledger to monitor stock quantity changes through sales and returns.

  • Explore different invoice journal and financial reports to analyze transactions by tender type, counterperson, and tax details.

  • Gain awareness of reporting options for cash and accounts receivable transactions to support financial reconciliation and sales analysis.

  • And more