Suppliers Purchases Report

Report Overview

The Suppliers Purchases Report displays all purchase invoices and related documents for each supplier within a specified period, including details of the value, discounts, taxes, and total for every invoice.

This report is useful for reviewing the volume of transactions with each supplier, analyzing purchasing costs, and comparing spending across different suppliers during any selected time frame.

Steps to View the Report

1. Click on the Reports menu.
2. Click Purchases Reports.
3. Select Purchases by Suppliers.
4. Before displaying the report, you can refine the results using the following filters:
   

   • Date Range:
     Select the time period for which you want to display supplier purchases.

   • Status:
     Choose the invoice status you want to include in the report. Available options include:
     All, Paid, Partially Paid, Unpaid, Overdue, Refunded.

   • Supplier:
     Select a specific supplier to display their purchase invoices only.
     If no supplier is selected, the report will include all suppliers.

   • Invoiced By:
     Filter invoices based on the user who created them.
     You can search by Name, Code, E-mail, Department, Branch, Country, etc.

   • Currency:
     Select the currency used to display the report.

   • Work Order:
     Select a specific work order to display the purchase invoices associated with it.

   • Branch:
     Choose one or more branches to display purchase invoices issued within those branches.
     If no branch is selected, the report will include all branches.

   After adjusting the filters, click Show Report to display the results. You can also click Clear Filters to return to the default settings.

   You can print the report by clicking Print, or export it by clicking Export to:

   • CSV

   • Excel

   • PDF

   • PDF without chart

Report Columns

The table displays purchase invoices grouped under each supplier along with the details of each document. The columns are organized as follows:

• Date: The date the purchase invoice or document was created.
• Type: The document type, such as a purchase invoice or purchase return.
• Name: The supplier name associated with the invoice.
• Document Number: The sequential number of the invoice in the system, with a direct link to view its full details.
• Branch: The branch where the invoice was created.
• Value: The invoice value before discounts and taxes, in the selected currency.
• Discounts: The total discounts applied to the invoice.
• Taxes: The total taxes added to the invoice in the selected currency.
• Total: The final invoice amount after applying discounts and taxes, in the selected currency.

At the end of each supplier section, a Total Row appears summarizing the value, discounts, taxes, and total for all their invoices within the selected period.

At the bottom of the table, a Total Row displays the combined totals for all suppliers across the entire period.