Purchase by Items Summary Report

Purchase by Items Summary Report in Accoxi

ACCOXI is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Purchase by items Summary included in it. The purchase summary report shows a summary of items purchased from a specific vendor or from all vendors. This report shows the quantity purchased, purchase price, item name and unit of measure. When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization. There are various heads of reports like Payables, Receivables, Accounts etc. Click on the Purchase head and select the option Purchase by items Summary. By clicking on the Purchase by items Summary option, summary report will popup on the screen.

Introduction

Purchase by Item Summary

This report shows the details of quantity purchased, purchase price, item name and unit of measure.

Purchase By Item Summary

           Fields

                                    Description

Customize Report

User can filter the report by using the option Customize Report. By clicking on the customize report, use can filter the report by supplier, product or by date between.

If the user using Supplier option, need to select a supplier. By clicking on the select option, list of available suppliers will appear and can select the required one.

User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the purchase will appear on the basis of the date entered.

If the user using Product option, need to select a product. By clicking on the select option, list of available product will appear and can select the required one.  

By clicking on Run Report, user get the customize report on the basis of data entered.

       

Print

If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user click on the print menu, it opens to Report page and it contains the details regarding the print.

 

                              

 

User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the purchase by item summary report.

                         

Item Name

This column shows the product name of the purchase.

UOM

This column shows the unit of measure of the purchased item.

Quantity Purchased

It shows the quantity of purchased item.

Amount

This column shows the sum total amount of the purchase.

Menus Available in Print View

Menus. Available In Print View

When the user clicks on the print menu, it opens to Report page. It shows the summary report and it consist of various menus.

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

                          

 

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.

 

 

            

Page Setup

This menu helps the user to set the page size, page orientation and margin size.

        By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

                 

 

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.

        

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.

                           

Print

By clicking on the Print button, user gets the print out of the report.

 

                                

 

Export

Export menu enable the user to export the report to PDF format and can save in the system.

                                 

                  

When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.            

                                                                                                       

 

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

 

Frequently Asked Questions?

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

The Purchases by items summary shows the summary of purchase of items, its quantity, unit etc. made in the business. This report shows item name, unit, QTY and amount.

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

  • Click on the Reports Module.
  • Select the report Purchases by items summary 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 summary with complete list of items.

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

  • Click on the Reports Module.
  • Select the report Purchases by items summary 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.

04Is there any option to filter the Purchases by items summary report?

  • Yes. You can filter the purchases by items summary 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 summary from purchase head.
    • Click on the Customize Report menu.
    • By clicking on the customize report, you can filter the report by date between, product, supplier.
    • Click on Run Report to get the customized data.