FooodPosWiki

Other Reports › Stock: Purchases

The posted delivery notes of the range, by supplier, by item or note by note, on the posting day or the invoice date. The tiles, By outlet, the supplier drill-down, the unit costs, the unpriced lines and the CSV files.

Who uses it:OwnerManagerWhere:Back office
On this page

Purchases adds up the deliveries you posted: how much came in, from whom, and at what price. Read it by supplier to check a supplier's statement, by item to see an ingredient's price move, or by delivery note to find one delivery.

Only posted delivery notes count. A voided delivery is not counted, and a draft is in no report.

Before you start

Open Purchases

  1. In the back office's menu, click REPORTS, then Other Reports, then Stock.
  2. The Purchases tab opens first, By supplier, on Today and All outlets.

The report, part by part

Purchases by supplier over the last 30 days.
  1. The title and its line: Posted delivery notes. A voided delivery is not counted, and lines with no price were valued at the shelf average.
  2. Outlet: All outlets (where it opens), or one outlet. On All outlets, a supplier or an item is one row with every outlet's deliveries, and a By outlet panel shows each outlet's Deliveries, Lines, Total cost, Suppliers and Unpriced.
  3. Group by: By supplier, By item or By delivery note.
  4. Date basis: Posting day (where it opens): the business day the goods reached the store room, the day the balance counts them. Invoice date: the date on the supplier's invoice, to match their statement.
  5. Deliveries: how many delivery notes, and under it how many lines, and by which day.
  6. Total cost: what the deliveries added to the store room, as posted.
  7. Suppliers: how many suppliers, your supplier records and names typed on a note alike.
  8. Unpriced lines: lines posted with no price. Under it, valued at the shelf average, or every line carried a price when there are none.
  9. The amber note: when some lines had no price, their cost is what the stock was worth on the shelf, not what you paid. Shown only then.
  10. The heading: how many rows the table has.
  11. Export CSV: the table as purchases-by-supplier.csv (or purchases-by-item.csv, purchases-by-document.csv).
  12. Code: the supplier's code, or — for a name typed on the note.
  13. Supplier: the supplier's name. Click it to see what that supplier delivered, item by item. A typed name cannot be clicked: there is no supplier record behind it.
  14. Deliveries: how many of their delivery notes.
  15. Lines: how many lines on those notes.
  16. Total cost: what their deliveries cost.
  17. Unpriced: how many of their lines had no price, or —.
  18. Last invoice: the date of their latest invoice in the range.

One supplier's items

  1. On By supplier, click the supplier's name, such as Pasar Borong Demo.
  2. The report turns to By item, for that supplier only. Above the tiles, ← All suppliers and the supplier, such as SUP01 — Pasar Borong Demo, say so. A supplier switched off since says (switched off).
  3. Click ← All suppliers to go back.
By item, for one supplier: the quantity, the cost, and the lowest and highest price paid.
  1. ← All suppliers: back to every supplier.
  2. Item: the item's name. Click it to open its stock card.
  3. Unit: the item's base unit, the one the store room counts in.
  4. Qty: how much came in, in that unit.
  5. Avg / unit: the average price paid for one unit. Up to four decimals show for a price per gram or millilitre.
  6. Min / unit: the lowest price paid on one line.
  7. Max / unit: the highest. When Min and Max are far apart, the price moved during the range.
  8. Suppliers: how many suppliers delivered the item. On one supplier's list it is 1.

By item without choosing a supplier lists every item that came in, from every supplier.

Note by note

Choose By delivery note in Group by. Each posted note is a row: Doc no, Invoice date, Business day, Supplier (with the supplier's own ref number under it, or (no supplier)), Lines, Qty, Total cost, Unpriced, Posted (when, and by whom) and Remark. On All outlets, an Outlet column comes first.

  1. Choose By delivery note.
  2. To match a supplier's statement, choose Invoice date in Date basis, and the statement's first and last day in From and to.
  3. Find the note by its Doc no or the supplier's ref. To see or amend it, open it in Stock Documents.

What if…