Generate Reports/Filter Purchase Orders

Efficient reporting and filtering of purchase orders streamline procurement and track spending.

Purchase Report

To generate purchase reports, click on the left menu Purchases > Reports > Ordered.

Then, on the Ordered page, select the supplier and click Send.

On the next page, you will see a list of products ordered from the specific supplier you selected earlier. In the lower left corner, you will find the Close and Print options.

Purchase Summary

The second type of report is the summary. To generate it, click on Purchases > Reports > Summary.

In the next window, enter the following information: 

• Start date
• End date
• Group by (Date, Category or Supplier)

If you want to add more specifications, you can:

• Filter by supplier
• Filter by product
• Filter by category
• Check or uncheck the Show all branches box

Click Send.

On the next page, you will see a list of products ordered on the selected dates and the total amount spent on each purchase. In the lower left corner, you have the option to Close, Print, or create a PDF.