Purchase by Items Report in Accoxi

Purchase by item report shows how much of each item or service, the Organization purchase in both quantity and amount.

Introduction

PURCHASES BY ITEMS

The Purchase by Items Report provides a detailed overview of purchases made by a business, focusing on individual items. It includes information such as item names, quantities purchased, purchase dates, suppliers, rates, and total amounts. This report is essential for analyzing item-specific procurement patterns, managing inventory, and gaining insights into the organization's spending related to specific products or goods.

PURCHASES BY ITEMS IN ACCOXI

Purchase By Items

The Purchase by Item Report illustrates the quantity and amount of each item or service purchased by the organization. It provides purchase details such as reference number, invoice date, product/service name, batch name, quantity, MRP (Maximum Retail Price), rate, tax amount, discount, CESS, and total. Users can access this report under the purchase section in the report module, offering insights into specific product or service procurement details.

Report

MENU AVAILABLE IN PURCHASES BY ITEMS REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, product, supplier, attributes, ref no, and invoice no.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN PURCHASES BY ITEMS REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Supplier Name

This column displays the supplier name of the specific purchase invoice.

Ref No

The column includes the reference number of the transaction.

Invoice No

This column includes the purchase invoice number.

Invoice Date

The column mentions the date of the transaction.

Item Name

This column displays the product name of the purchase.

Attributes

Attributes assigned to the item are specified here, with each attribute appearing in a different column. These attributes include Category, Subcategory, Brand, Group, and Product Type.

Qty

This column shows the quantity of the purchased item.

MRP

This column shows the Maximum Retail Price (MRP) of the particular item.

Rate

This column shows the purchase rate of the particular item.

Sales Rate

The sales rate given to the item is displayed in this column.

Taxable Amount

The taxable amount of the item in the purchase is displayed in this column.

Tax

This column shows the tax amount of the item.

Discount

It shows the discount amount of the item in the particular invoice.

CESS

Showing the Cess amount if any.

Total

This column shows the sum total amount of the purchased item.

Frequently Asked Questions?

01What is the content Purchases by items report in ACCOXI?

The Purchases by items shows all the purchase of items, its quantity tax etc. made in the business. This report shows ref.no. Product name, QTY, MRP, tax etc.

02How to take print of the Purchases by items report with complete list of items?

  • Click on the Reports Module.
  • Select the report Purchases by items from purchase head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print button to get the printout of the purchases by items with complete list of items.

03How can I export the purchases by items data in to Excel format?

  • Click on the Reports Module.
  • Select the report Purchases by items from purchase head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • Click on the Export button at the bottom right side of the page.
  • New window will appear for to save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

04How can I view the tax amount of items in the Purchases by items report?

  • Click on the Reports Module.
  • Select the report purchases by items from purchase head.
  • Then Purchases by items opens and in the data table user can view tax amount of purchased items.

05Is there any option to filter the Purchases by items report?

Yes. You can filter the Purchases by items report by using the option Customize Report and can filter the data by following steps; 

  • Click on the Reports Module.
  • Select the report purchases by items from purchase head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by date between, product, ref.no
  • Click on Run Report to get the customized data.

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