Purchase Reports

Purchase Order Summary

The purchase order summary report is intended to provide transaction-level information on your purchase orders.  It does not look a the item-level information, so this report will show you item by item what you added to your purchase orders.  Instead, it provides a summary of purchase orders in general.

Filters for the Purchase Order Summary report.

Here are the filters available for this report, and how they can be used:

1. Start Date: Will provide list of purchase orders on or after this date.  If left empty, the report will include the PO’s from the very first one created in your account.
2. End Date: Will provide list of purchase orders on or before this date. If left empty, the report will include up to the latest PO’s created in your account.
3. Filter by Distributor: Will allow you to list only those PO’s for the specific distributor(s) indicated.
4. Group By: Will allow you to group the POs by date, distributor, etc.  Checking ‘Only Show Totals’ will list only the totals for each grouping specified.
5. Columns and Column Order: This will allow you to add, remove, or re-order columns for your report.

Purchase Invoice Summary

The Purchase Invoice Summary provides and invoice-level report on all purchase invoices.  This is not an item-level report, and only provides information on Purchase Invoices as a whole.

Filters for the Purchase Invoice Summary report.

Here are the filters available for this report, and how they can be used:

1. Start Date: Will provide list of purchase invoices on or after this date.  If left empty, the report will include the PI’s from the very first one created in your account.
2. End Date: Will provide list of purchase invoices on or before this date. If left empty, the report will include up to the latest PI’s created in your account.
3. Filter by Distributor: Will allow you to list only those PI’s for the specific distributor(s) indicated.
4. Group By: Will allow you to group the PIs by date, distributor, etc.  Checking ‘Only Show Totals’ will list only the totals for each grouping specified.
5. Columns and Column Order: This will allow you to add, remove, or re-order columns for your report.

Purchase Invoice Tax

This report will provide invoice-level information on all taxes paid for your purchases.  It is not an item-level report and will not provide information on taxes applied to individual items in the Purchase Invoice.  It will provide information on total taxes paid by invoice.

Filters for the Purchase Invoice Tax report.

Here are the filters available for this report, and how they can be used:

1. Start Date: Will provide list of purchase invoices on or after this date.  If left empty, the report will include the PI’s from the very first one created in your account.
2. End Date: Will provide list of purchase invoices on or before this date. If left empty, the report will include up to the latest PI’s created in your account.
3. Filter by Distributor: Will allow you to list only those PI’s for the specific distributor(s) indicated.
4. Group By: Will allow you to group the PIs by date, distributor, etc.  Checking ‘Only Show Totals’ will list only the totals for each grouping specified.
5. Columns and Column Order: This will allow you to add, remove, or re-order columns for your report.