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Purchases Report

The Purchase Report displays recorded purchases, supplier details, quantities, and total cost values for the selected audit period. It is used to review purchasing activity, supplier transactions, and invoice reconciliation.

Written by Bernard Treacy

Steps:

1. Select “Reports”

2. Select “Purchase Report”

3. Select the relevant “Period”

4. Review the report data:

- Supplier Name

- Purchase Date

- Delivery Number

- PO Number

- Itemised / Non- Itemised Purchase Type

- Cost Value

- Quantity

5. Analyse purchasing activity and supplier transactions

6. Use:

- Export to PDF to download a PDF version of the report

- Export to Excel to download the report in Excel format

Note:

• The report displays all purchases recorded within the selected audit period.

• Itemised purchases contain individual product quantities and values.

• Non-Itemised purchases contain overall invoice or purchase totals without productlevel detail.

• Delivery Number and PO Number fields can be used for invoice reconciliation and

supplier reference tracking.

• Quantity values may vary depending on whether the purchase was recorded as itemised or non-itemised.

• This report can be used to monitor supplier spending, review purchasing trends, and support stock control analysis.

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