Purchase Reports

The Purchase Reports page gathers four reports that summarise your vendor balances, purchase orders and stock. Each report has its own permission and a date-range filter; the vendor-based reports can also be filtered by vendor.

Where to find it›Purchase›Reports

The page opens on the Vendor Report by default. The remaining reports are tabs along the left.

The four reports

Vendor Balance Report

Lists each vendor with their financial position.

Column	Meaning
Vendor Name	The vendor.
Billed Amount	Total of all the vendor's bills.
Amount Paid	Total of the vendor's bills that are fully paid.
Closing Balance	The vendor's opening balance.

Filters: date range and vendor. Permission: View Vendor Report.

Purchase Order Report

Summarises purchase orders per vendor.

Column	Meaning
Vendor Name	The vendor.
Purchase Order Count	Number of POs raised to the vendor.
Amount	Total value of those POs.

Filters: date range and vendor. Permission: View Order Report.

Inventory Summary

Shows movement and availability for each tracked item.

Column	Meaning
Item Name	The product.
SKU	Stock code.
Quantity Ordered	Units ordered.
Quantity In	Units received (from delivered orders).
Quantity Out	Units sold (from invoices).
Stock on Hand	In − Out.
Committed Stock	Quantity sitting in unpaid invoices.
Available for Sale	Stock on hand minus committed stock.

Filter: date range. Permission: View Inventory Summary.

Inventory Valuation Summary

Shows the monetary value of stock.

Column	Meaning
Item Name	The product.
SKU	Stock code.
Stock on Hand	Current quantity.
Inventory Asset Value	The value of that stock.

Filters: product name search and date range. Permission: View Inventory Valuation Summary.

Exporting

Where your role allows data export, each report shows an Export Excel button that downloads the current report as a spreadsheet.

Permissions

Each tab requires its own view permission (listed above). The page itself requires the Purchase module to be enabled.