Sundries
Track extra costs by dealer.
| New entry
ADD
View any dealer to add any number of sundries to them. A sundry needs a description, value, date, category and 'outstanding' or 'settled' status.
The status of the sundry is manually handled by a store owner (or staff if they have permission). This will affect how the sundry is reported (see more below).
| Outstanding
PENDING
For ease of reading, 'oustanding' sundries are only shown on viewing a dealer. This shows you the outstanding sundries that need to be actioned for that dealer, chronologically.
| See all
HISTORY
To see a complete historic list of all sundries, regardless of status, go to view dealer -> sundry history.
Any changes to sundries are all logged in the dealers change log so you can keep track of every action.
| Remove
DELETE
You can always remove a sundry from a dealer at any time. This will be reflecting in all reporting and will be logged in the dealers change log.
| Data & exports
ANALYTICS
Sundries are tracked as a line item in all reporting and analytics. They are treated as costs against a dealer in the same way refunds are. The date the sundry is given will dictate what reporting period is shows up in.
We split sundries between oustanding and settled through all reporting. Outstanding sundries are not counted towards net revenue - must be marked as completed to be included.
Sundries are included in Excel and PDF analytics exports as well.
Want more?
If you need advice, more features, or help troubleshooting, we are happy to help!