Purchasing Reports pull relevant information from the Exatouch Database about purchases, including purchase orders, vendors, and inventory stock information.
- From Home, navigate to Reports > Purchasing to display the Purchasing work area.
- Select a Range of dates and times for this report to cover (pre-defined or custom).
- 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 PDF 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 PDF format as an email attachment
- 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.
- Review, send, or save the report as needed.
Purchasing Report Descriptions
Report descriptions are listed alphabetically below, by report name:
Vendors reports display contact information for merchant vendors.
- Vendor – The business name assigned to the vendor
- Address – The vendor’s physical location
- Contact – The vendor’s point of contact
- Fax – The vendor’s fax number
- Phone – The vendor’s phone number
- Email – The vendor’s email address
Vendor Items reports provide merchants a list of merchandise that each vendor provides.
- Company – The business name of the vendor
- Description – A description of the item sold by the vendor
Low Level Items reports list items whose quantities are running low. This helps merchants identify which items are low and require reordering.
- Item – The name of the item
- SKU – The item’s SKU number
- Mfg – The item manufacturer
- Part # – The item’s part number (saved on the inventory tab)
- Size – Size of the item
- Color – Color of the item
- Cost – Item cost to the merchant
- On Hand – Current stock quantity
- Reorder Qty – Default quantity to purchase
- Status – Indicates status of the item
- R – Item needs to be reordered
- T – Denotes if the item is a parent/child inventory item
- Null – Item supply is sufficient
Suggested Order reports inform merchants when top-selling items should be reordered based on the item’s Low Level quantity setting. Items must have a Reorder Qty saved and have low or zero quantity in stock. Infrequently sold items do not populate in the report.
- Item – Name of the item (saved in Item Details)
- SKU – The item’s SKU number
- Size – Pack size saved on the item
- Color – The item’s color
- Part # – Manufacturer’s part number
- On Hand – Quantity of the item when the report is run
- Reorder Qty – Default quantity to purchase
- Cost – Total cost to the merchant to purchase a single item
- Margin – The margin calculated from selling the item
Purchase Orders (POs) reports provide merchants with a history of purchase order activity. Reports display vendor totals and grand totals for each purchase order.
- PO # – Purchase order number
- Date – The date the purchase order was created
- Description – Previews the first few items on the purchase order
- Amount – Total cost of an individual purchase order
- Status – The order status (Open, Paid, Completed, and Voided)
- Delivery – Date the purchase order was completed or paid
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