Track all supplier transactions in one place

The Supplier Transactions Report helps you track all transactions made with suppliers on the platform, saving you time and effort in reviewing each supplier's invoices individually. This report is automatically and directly updated whenever any supplier-related transaction occurs.

ℹ️ Note: If you want a comprehensive overview of suppliers and their transactions, you can find it in the Supplier Transactions Summary Report.

#Accessing the Report

1. Go to Reports > Inventory > Supplier Transactions Report.

2. Click on the report to view details.

#Searching the Report

You can search using:

• Supplier name.

• Supplier phone number.

#Filtering Search Results

1. Click on "Filter."

2. You can filter results using:

   • Transaction date.

   • Supplier name.

   • Supplier phone number.

   • Location.

   • Transaction reference.

   • Quantity per transaction.

   • Amount paid/received.

   • Responsible user.

3. Click on "Apply."

#Setting the Time

1. Click on the time field.

2. Select the desired time frame:

• 24 hours (default setting).

• Choose a custom period (temporary or fixed).

To choose a temporary period:

• Click on "Edit Temporary Period."

• Set the start time and end time.

• Click on "Apply."

To add a fixed period:

• Click on "Set Fixed Period."

• Add the period name.

• Set the period hours.

• Click on "Apply."

#Sorting Data

1. Click on the "View by" field.

2. Choose the appropriate order to display data in the report.

#Report Data

Supplier Name

The supplier's name in the purchase invoice or purchase return.

Contact Number

The supplier's phone number.

Location

The branch added in the purchase invoices or purchase returns.

Transaction Reference

The purchase invoice number or purchase return number.

Transaction Date

The issuance date of the purchase invoice or purchase return.

Quantity per Transaction

The quantity added or returned in the purchase invoice or purchase return.

Amount Paid/Received

The amount paid for the purchase invoice or received from the return invoice.

ℹ️ Note: When a deferred invoice is paid or an amount is received from the supplier later, the amount is automatically updated in the same column (Amount Paid/Received).

Responsible User

The account that created the purchase invoice or purchase return.

ℹ️ Note: The table contains several columns. Use the scroll bar at the bottom of the table to view all columns.

#Exporting the Report

1. Click "Export."

2. Choose: xlsx.

3. An (Excel) file is downloaded to your device.

---

#Frequently Asked Questions

1. Do manual supplier entries reflect in this report?
   No, entries do not reflect in this report as it is dedicated to transactions from purchase invoices or purchase returns.
   ​

2. How can I know the transactions of one or multiple suppliers?
   Click on Filter option > Enter supplier names > Click on Apply.

3. Can I view supplier transactions by a specific location?

   Yes, click on Filter option > Enter supplier name and select location > Click on Apply.