The Purchasing Summary report offers a comprehensive list of supplier orders received within a specified date range. This report serves as a succinct overview, providing key details on procurement activities during the designated timeframe, enabling efficient tracking and management of received supplier orders.
This report is available only to companies subscribed to the Inventory Management module.
For companies with multiple sites, this can be split per site or can be consolidated for all sites.
If required, this report can be created as a Saved Report and set up to send out periodically.
Access the Purchasing Summary Report via: Reports & Analysis > Inventory Management > Purchasing > Summary.
Select the required report parameter options from:
Select which sites and/or site groups to include in the report.
Select which date range to include data for.
Select which suppliers to include. If left blank, all suppliers will be included.
Once the report is generated, it is split into three sections:
- The first is a list of All Orders in the order that they were placed.
- The second is a list of Orders By Site, providing the same information but split by site.
- The third section is a list of Orders By Supplier, providing the same information but split by supplier.
Each sections displays:
Displays the name of the supplier.
Displays the supplier orders description.
|Our Order Ref
Displays your internal order reference for the order.
Displays the suppliers order reference for the order.
Displays the date that the order was said to be ordered.
Displays the date that the order was said to be received.
Displays the total net sale value. (Excludes tax.)
Displays the total tax value.
Displays the total gross sale value.
Displays the site where the order was for.