Purchasing Report Summaries

1. From Home , navigate to Reports > Purchasing to display the Purchasing work area.



2. Select a Range of dates and times for this report to cover (pre-defined or custom).



3. Select a report format option:
• Preview – Generate and display the report on screen.
• Print – Generate and print to your report printer.
• File – Generate save to an inserted USB thumb drive.
• Send Excel – Generate and prepare to send in XML format as an email attachment.
• Send PDF – Generate and prepare to send in PDF format as an email attachment.
• Send Word – Generate and prepare to send in DOC format as an email attachment.



4. Tap the name of your report to run: Vendors , Vendor Items , Low Level Items , Suggested Order , or POs .




• Tip! Use the Vendor search field beneath the Vendors report button to narrow your search by individual vendor. Tap the magnifying glass icon, select a vendor from the pop-up that displays, and then select a report to run.
5. Review, send, or save the report as needed.

The Vendor Item Low Level Report provides merchants with a list of items that have a stock quantity below the Low Level threshold.

• Item – The Name of the item.
• SKU – Primary SKU saved.
• Mfg – The item manufacturer.
• Part # – Part number saved on the Inventory tab.
• Size – Item Size saved.
• Color – Item Color saved.
• Cost– The merchant’s purchase cost.
• On Hand – The current stock quantity.
• Reorder Qty – The purchasing quantity default.
• Status – indicates the quantity status of the item.
• R – Item needs to be reordered.
• T – If the item is a parent / child inventory item.
• Null – Item is at a healthy inventory count.

The Purchase Orders Report provides merchants with a history of their purchase order activity. The report is organized by Vendor. It will display a vendor total as well as a grand total at the end.

• PO # – Purchase order number.
• Date – The date the purchase order was created.
• Description – A Preview of the first few items on the order.
• Amount – The total purchase cost for the order.
• Status – The status of the order the such as Open, Paid, Completed and Voided.
• Delivery – The date the order was completed or paid.

The Suggested Order Report provides merchants with a suggested purchase order. Items must have a reorder quantity saved and a low or zero in stock quantity. If the item is sold infrequently, it will not populate on the report.

• Item – Item Name saved on Items Details.
• SKU – Primary SKU.
• Size – Pack Size saved on the item.
• Color – The item’s color.
• Part # – Manufacturer Part Number.
• On Hand – the quantity of the item at the time the report is ran.
• Reorder Qty – The Reorder Quantity set to the item.
• Cost – Total cost to the merchant to purchase a single item.
• Margin – The margin calculated from selling the item.

The Vendors Report provides merchants with their vendors contact information.

• Vendor – The business name saved to the vendor.
• Address – The vendor’s physical location.
• Contact – Point of contact with the business.
• Fax – The vendor’s fax line.
• Phone – Phone number saved on Vendor Details.
• Email – The email address where the vendor can be reached.

The Vendor Items Report provides merchants with their inventory provided by each vendor. The report is organized by vendor.

• Company – The business name of the vendor.
• Description – The item description sold by the vendor.