Purchase History - Detailed Report - Smarter Sales & Inventory Management | Zayls

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Knowledge Base Reports | Purchase History – Detailed Report

Purchase History - Detailed Report

Purchase History – Detailed report shows a detailed overview of the product/s purchased within a specific date range. This includes the date the product has been purchased, its SKU and attributes, purchase order number, supplier, location, unit cost, quantities received and billed, and the product’s line total. This report is a convenient way for your company to keep track of all current and past purchased products. Only approved Purchase Orders appear here.

Product Purchase – Detailed Report Overview

Report Filters

  • Transaction Date From – This filter will show the products purchased, quantity received, and quantity billed from the Transaction Date selected.
  • Transaction Date To – This filter will show the products purchased, quantity received, and quantity billed up to the Transaction Date selected.
  • Location – This filter will show the products purchased, quantity received, and quantity billed of the warehouse/s selected.
  • Supplier Group – This filter will show the products products purchased from suppliers of this account group.
  • Supplier – This filter will show the products purchased, quantity received, and quantity billed of the supplier/s selected.
  • Stock Type – This filter will make it so that only products of this stock type would be displayed.
  • Category – This filter will show the sales orders of the products that fall under the category selected.
  • Product Variant – This filter will show the quantity received and quantity billed of the product variant/s selected.
  • Brand – This filter will show the delivery schedules and statuses of the brand/s selected.

All the filters are multi-select except for the Transaction Date From and Transaction Date To filter, which means that you can have as many filters as possible to get your desired results.

Product Purchase – Detailed Report Columns

The graph is formatted by date to show the Purchase history.

The blue bar indicates the Quantity Billed while the green bar indicates the Quantity Received.

  • Date – This column shows the dates the purchase orders were made.
  • Product – This column shows the products purchased with its SKU.
  • Transaction # – This column shows all purchase order numbers.
  • Supplier – This column shows the suppliers involved in the purchase order transactions.
  • Location – This column shows the warehouses involved in the purchase order transactions.
  • Net Cost – This column shows the cost of the product.
  • Quantity Received – This column shows the total number of items your company received.
  • Quantity Billed – This column shows the total number of items that was billed.
  • Gross Purchases – This column shows the total bill amount before deducting taxes and returns.
  • Net Purchases – This column shows the total bill amount after deducting taxes and returns.

Export Purchase History – Detailed Report to PDF or Excel

  1. In the Purchase History – Detailed Report, click Export. 
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.
  4. You may also view the Export History by clicking View Export History.

Export to Excel has additional columns that provide other relevant information for the report.

Related Articles: Purchase Return History Report