Purchase by Supplier Report

Introduction

Purchase by Supplier Report

The Purchase by Supplier report lists the numbers and amount of orders you have placed with various suppliers during a particular period. This report helps to analyze and manage company’s purchasing volume with the suppliers.

Purchase by Supplier Report in ACCOXI

ACCOXI is most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Purchase by Supplier report included in it. The report is used to determine what payment transactions occurred within a selected date range. This report lists all the items that were purchased including paid bookings and promotion purchases. It shows the purchase details like supplier name, reference number, invoice date, amount details etc. When the user opens the ACCOXI account, Reports module will be 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, Purchase, Sales etc. Click on the Purchase head and select the option Purchase by Supplier. By clicking on the Purchase by supplier option, the report will popup on the screen.

Purchase By Supplier Report In ACCOXI

Purchase by Supplier

It shows the purchase details like supplier name, reference number, invoice date, amount details etc. 

Purchase By Supplier

           Fields

                                       Description

Customize Report

User can filter the supplier details report by using the option Customize Report. By clicking on the customize report, user can filter the report by supplier, reference number 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 purchase details of the suppliers will appear on the basis of the date entered.

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 clicks 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 purchases by supplier report.

                         

Reference Number

It shows the reference number of the purchase invoice. Reference number helps the user to identify transactions in records and it will be the continuation of the previous invoice.

Invoice Date

Invoice date will be show on this field. It is the date when the invoice is created.

Supplier Name

This field shows the Supplier name of the particular invoice.

Phone Number

It shows the phone number of the Supplier.

Email

This column shows the Email id of the supplier.

Net Amount

Net amount on an invoice is the cost of products or services before sales tax or other fees. This column shows the net amount of the invoice.

Paid Amount

This field shows the details of amount paid. If any amount paid to the supplier, it will be show on the field.

Balance

This field shows the balance of payment amount that owed to the supplier.

Menus Available in Print View

Print View Purchase By Supplier

When the user clicks on the print menu, it opens to Report page. It shows Purchase by supplier 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 of Purchases by Supplier report ?

The Purchases by Supplier shows all the Purchase/Bill Invoices acquired from the suppliers in the business. This report shows Ref.no. , invoice date, supplier name, balance etc.

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

  • Click on the Reports module.
  • Select the option Purchases by Supplier 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 supplier with complete list of items.

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

  • Click on the Reports module.  
  • Select the option Purchases by Supplier 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.

04Can I view the amount due to supplier from the Purchases by Supplier report?

Yes , You can view the balance amount payable to the suppliers from the Purchase by Supplier report.

  • Click on the Reports module.  
  • Select the option purchases by supplier from purchase head.  
  • Then purchases by supplier opens and at the right end of the table user can view the balance amount.

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

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

  • Click on the Reports module.  
  • Select the option Purchases by Supplier from Purchase head.
  • Click on the Customize Report menu.  
  • By clicking on the customize report, you can filter the report by date between, supplier and reference number.
  • Click on Run Report to get the customized data.