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Purchasing Reports |
  
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Purchasing Reports |
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The focus is on products received through purchase orders, but related reports show information relative to vendors.
LISTED REPORTS
Items Not Ordered Since
Items Not Sold Since
Items Ordered
Items Purchased
Items Returnable
PO HISTORY
Purchase Orders By Date -
The summary report lists all purchase orders by date within the date range and includes the purchase order number, vendor invoice number, date arrived, vendor name, total of the purchase order, freight total, order tax and freight tax and a grand total of each. The detailed report also includes the vendor SKU, your SKU, description, quantity received, cost, and extended total cost.
Purchase Order Summary - Purchase Order Summary
Not a printable report. Opens a totals per month screen
Items Purchased By Date - Items Purchased Report
Lists inventory by SKU and description with detail about purchase order history showing date received, PO number, vendor name and the quantity, cost and extended total. The quantity and value of all purchase orders in the date range are totaled and the cost averaged.
Freight Summary - Freight Summary Report
For a selected date range, this report lists all purchase orders received from each vendor. The freight value is totaled per vendor and grand totaled for the date range. The report includes vendor name, vendor invoice date, vendor invoice number and PO Number.
RELATED REPORTS
Items Discarded Report: Link
Inventory: Inventory Reports: Items Discarded: : :
Inventory returns which have been deemed unreturnable to stock or to the vendor is discarded. A report on these discarded items for a specified date range includes the sales ID of employee processing the discards, SKU, description, date of discard, quantity, cost of the item and extended total cost. A grand total cost is listed at the end of the report.
Items Not Ordered Since….: Link
Accounting: Reports: Stock Reports: Items Not Ordered Since: : Options : Query
A stock count report of inventory which would be considered old because it has not been purchased from vendors since a designated date. This report shows SKU, description, current stock count, number held for customer orders, number available for sale, and the last date the product was purchased from vendors. The report can be sorted by SKU or description.
Items Not Sold Since…: Link
Accounting: Reports: Stock Reports: Items Not Sold Since: :Options Query
A stock count report of inventory which would be considered old because it has not been sold since a designated date. This report shows SKU, description, current stock count, number held for customer orders, number available for sale, and the last date the product was sold. The report can be sorted by SKU or description.
Items On Order Link
Inventory: Orders In Process: By Item: Print: Query
Inventory ordered from vendors but not yet received is listed with SKU, description, quantity and cost. The date placed, and the date expected and the purchase order number are also part of the report.
Items On Order VS Stock Count:
Report Center: Inventory Reports: Orders Vs Stock: Run Report [F7] Options
Inventory: Inventory Reports: Orders Vs. Stock: : :Options
Compares current stock counts and purchase orders in transit with customer orders, layaways, and service orders pending. Shows SKU, description, number in stock, number needed, number ordered, and number still needing to be ordered to fulfill customer orders. Choosing to print detail will show customer name, order number, quantity, and date needed.
Items Returnable To Vendor: Link
Accounting: Reports: Stock Reports: Items Returnable To Vendor: :
Lists inventory which has been purchased from a vendor with an agreement that unsold product can be returned within a specified number of days. The report lists below the vendor name and number of "returnable days" the items which can be returned showing vendor SKU, your SKU, description, the original purchase order number, vendor invoice date and date arrived, quantity, cost and extended total cost. The report setup allows you to select the vendor(s) to be included in the report.
List of Vendors: Link
Utilities: Vendors: Print List [F6]
A simple listing of your vendors sorted by vendor name. Shows vendor name, ID code, city, state, zip code, phone and fax phone number.
Order List: Link
Inventory: Prepare Order List: Print List
Lists inventory items needing to be ordered from vendors. Includes SKU, description, quantity on hand, minimum stock and minimum order settings, suggested number needed, calculated quantity to order, cost, and vendor selected.
Orders, Grouped By Item Link
Orders In Process: Print: Orders, Grouped By Item
The focus is on the inventory items. It shows the SKU, Description, Ordered Quantity, Backordered Quantity and the Stock Location of the item. Additionally, if you choose to Print Detail, the order number and the customer name is displayed under the inventory item.
The setup allows for selection of Sort Order, Date Range (based on the Date Created or Date Due), and printing of Detail.
Purchase Order (Reprint)
Inventory: Purchase Order History: By PO Number / Date
Reprints the purchase order form for received inventory. If inventory received is serialized, the serial numbers will be listed below the inventory item.
Purchase Order Receiving Report: Link
Purchase Order: Receive PO: Process PO: Receiving Report: :
A purchase order form which includes the quantity ordered and quantity received. Items with adjusted pricing have an asterisk following the Line Total value.
Purchase Order Tax Report (Paid): Link
Accounting: Reports: PO Tax Report (Paid): : : Sum/Det
The summary report shows total of purchase orders, with and without tax, the amount of freight, and freight tax and tax on the order. The detailed report includes the vendor name, purchase order number, vendor invoice number, and the date taxes were paid. The report is date range specific.
Purchase Order Tax Report (Pending):
Accounting: Reports: PO Tax Report (Pending): : : Sum/Det
(see AP Not Paid - Taxes Not Yet Paid Report)
The summary report shows total of purchase orders, with and without tax, the amount of freight, and freight tax and tax on the order. The detailed report includes the vendor name, purchase order number, vendor invoice number, and invoice date The report is date range specific.
Sales vs Purchases (Cash Flow) [Display Only]
Accounting: Reports: Sales Vs Purchases
A display only which summarizing month by month sales, purchases, and sales minus purchases. Also includes total amounts collected, paid, and overall cash flow. Grand totals for the year are displayed at the bottom. One can select the year to be displayed.
Vendor Detail:
Utilities: Vendors: Highlight Vendor: Print Selected [F7]
Information about a specific vendor includes vendor name, address, phone numbers, your account number with the vendor, terms or payment, default shipping method, your credit limit with the vendor, Also shows when you first dealt with the vendor, last purchase date, and date of last payment to the vendor.
Vendor Inventory Sales History:
Report Center: Vendors: Run Report [F7]
Vendor Inventory Sales Summary:
Report Center: Vendors: Run Report [F7]
Vendor Sales Report By Department
Report Center: Vendors: Run Report [F7]
After selecting a date range and vendors and departments and categories to be included, the report includes vendor ID, SKU, Description, Quantity: received, sold to date, on hand, over/under, on order, sold per month, Item cost, on hand valuation, total profit for the time period, and a summation of sales per department and category.
Vendor Sales Summary Report
Report Center: Vendors: Run Report [F7]
After selection of date range and vendors to be included, the report groups inventory sold by vendor name, shows vendor SKU, item SKU, description, quantity sold during the time period, average cost, current stock on hand quantity, selling price (price 1 only), number of units on order, and date last sold.
Vendor Stock Valuation Report:
Report Center: Vendors: Run Report [F7]
The report groups inventory by vendor, lists the vendor SKU, item SKU, description, stock count, average cost, and an extended total cost of the item. On the last page is a Vendor Summary which totals all items per vendor. The detailed report includes date the item was received from vendor, quantity received, current stock and cost of line item.