Supplier Transactions Summary Report is a general report detailing all suppliers added to the platform, helping you know the contact details of the supplier and a summary of each transaction documented on the platform, from purchase invoices to purchase return invoices.
ℹ️ Note: If you want to follow the details of each purchase or return transaction with suppliers, you can view the Supplier Transactions Report.
Accessing the Report
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Go to Reports > Inventory > Supplier Transactions Summary Report.
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Click on the report to view the details.
Searching the Report
You can search using:
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Supplier Name.
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Supplier Phone Number.
Filtering Search Results
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Click on "Filter."
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You can filter search results by:
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Time period.
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Supplier Name.
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Contact Number.
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City.
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Supplier Tax Number.
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Total Quantity Purchased.
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Total Purchase Value.
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Returned Quantity.
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Total Return Value.
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Amount Paid.
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Amount Received.
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Current Supplier Balance.
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Click on "Apply."
Sorting Data
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Click on the "Sort By" field.
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Choose the appropriate order to display the data in the report.
Report Data
Supplier Name
The name of the supplier added to the platform.
Contact Number
The phone number of the supplier added to the platform.
City
The city added to the supplier's data.
Supplier Tax Number
The tax number added for the supplier on the platform.
Total Quantity Purchased
The quantity of new products in purchase invoices.
Total Purchase Value
The amount of the purchase invoice including tax.
Returned Quantity
The quantity of products returned to the supplier.
Total Return Value
The amount of the purchase return invoice including tax.
Amount Paid
The amount paid to the supplier.
Amount Received
The amount received from the supplier upon issuing a purchase return invoice.
Current Supplier Balance
The status of financial amounts outstanding between the supplier and the establishment.
ℹ️ Note: The table contains several columns. Use the scroll bar below the table to see all columns.
Exporting the Report
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Click "Export."
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Choose: xlsx.
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An (Excel) file is downloaded to your device.
Frequently Asked Questions
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Why does the supplier's contact number not appear in this report?
The number appears when added to the supplier's data, ensure the supplier's data is complete.
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Why does the supplier's current balance appear negative?
A negative balance means the supplier owes you an amount that needs to be settled.