Purchase summary

What is the purpose of purchase summary

The purchase summary provides a comprehensive overview of all inventory transactions within a specified period.

It helps businesses track their procurement activities, monitor stock levels, and manage financial records efficiently.

1. Navigate to the “Report” section.

2. Select View More

3. Select Purchases

4. Click on A summary of all the purchase invoices that have been made for a given period.

5. You can set a specific period or date for viewing, and all inventory will be displayed. 

6. Summary Filters Available

In addition to filtering by creation date or invoice date, users can also filter the summary by :

• Discount: Filters items based on applied discounts.
• Service Charge: Filters items based on service charges applied.
• Rounding: Filters items based on rounding adjustments.
• Tax: Filters items based on tax calculations.
• After selecting the desired filters (discount, service charge, rounding, tax), may click on the "Apply”.

If the user selects all of the filter, the summary will include all types of inventory as shown above example

For instance, if no filters are applied, the summary will display all types of inventory in a unified view.

7. Export Options

• Moreover, the company provides options to export the generated report:
• Reports can be exported to Excel format (.xlsx).
• Alternatively, they can be exported to CSV.