Report Information
The Purchasing Summary report provides a clear list of supplier orders received within a selected date range. It offers a quick overview of procurement activity, helping you efficiently track and manage received orders during that period.
This report is available only to companies subscribed to the Inventory Management module.
Access the Purchasing Summary Report via: Reports & Analysis > Inventory Management > Purchasing > Summary.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which date range to include data for. |
| Supplier |
Select which suppliers to include. If left blank, all suppliers will be included. |
Report Output
The report provides a summary of each order received from the selected suppliers.
Additional information on this view
The table below summarises the data shown in each column of this report view.
| Supplier Name |
Displays the name of the supplier. |
| Description |
Displays the supplier orders description. |
| Our Order Ref |
Displays your internal order reference for the order. |
| Supplier Ref |
Displays the suppliers order reference for the order. |
| Ordered |
Displays the date that the order was said to be ordered. |
| Delivered |
Displays the date that the order was said to be received. |
| Net Total |
Displays the total net sale value. (Excludes tax.) |
| Tax |
Displays the total tax value. |
| Gross |
Displays the total gross sale value. |
| Site |
Displays the site where the order was for. |
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