Purchase Reports - Erply Wiki

Purchase reports in Erply can be used to view and track purchases made in the back office. All purchase reports can be opened as an HTML table or downloaded as a PDF file. Some can also be downloaded as an XLSX file.

Creating a Purchase Report

To create a purchase report, navigate to Reports -> Purchase Report.

Filters

These are the filters you can apply to your reports:

Supplier
Filter your reports by the supplier selected to the purchase documents.

Location
Filter your reports by the location they were taken to.

Product Type
Filter your reports by whether they include stock products, non-stock products or all.

Product
Filter your reports by product.

Transaction Date
Filter your reports by the date of the transaction

Include Services
Filter your reports by whether you include services or not.

Product Group
Filter your reports by the product groups of the products attached.

Product Category
Filter your reports by the product category of the products attached.

Priority Group
Filter your reports by the priority groups of the products attached.

Brand
Filter your reports by the brand of the products attached.

Currency
Filter your reports by the currency attached to the purchase report.

Purchase Report Categories

Purchases Summary

Total

Purchases Summary Total shows you the total purchase information of the time period selected.

Purchase Value: Amount paid for purchase documents without VAT.
Additional Costs: Additional costs attached to purchase documents.
Net Total + Costs: Net total and costs of purchase documents.
Total Cost: Total warehouse price of purchase documents.
Purchase VAT: VAT in the purchase documents.
Purchase Total with VAT: Total sum of purchase documents.

Products

By Product

By Product shows you the total purchase information by product (with every product on a separate row) of the time period selected.

Code: Product's code.
Name: Product's name.
Inventory Report (date): Amount in inventory at the date shown in the column name.
Purchased Quantity: Amount purchased.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the purchases.
Purchase Total with VAT: Total cost of purchases.
Total Value: Total warehouse price.
Total: Total of all products, shown in the last row.

By Product Group

Name: Product group's name.
Purchased Quantity: Amount of items purchased from this product group.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the purchases.
Purchase Total with VAT: Total cost of purchases.
Total Value: Total warehouse price.
Total: Total of all product groups, shown in the last row.

By Brand

Name: Brand's name.
Purchased Quantity: Amount of items purchased from this brand.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the purchases.
Purchase Total with VAT: Total cost of purchases.
Total Value: Total warehouse price.
Total: Total of all brands, shown in the last row.

Late Deliveries Report

Undelivered items on purchase orders for which the supplier quoted delivery deadline is overdue.

Sender of the Invoice: Company who sent the invoice.
Purchase Order: Number of the purchase order, as a hyperlink.
Purchase Invoices: Number of the purchase invoices, as hyperlinks.
Tracking Number: Tracking number of the delivery, if one has been attached.
Date: Date of the order.
Days: Days since order was sent.
Code: Code of the product.
Product: Name of the product.
Ordered Quantity: Amount of product ordered.
To Be Received: Amount of product not received.
Delivery Date: Date when delivery was supposed to arrive (supplier quoted delivery deadline).

PO Report

Report on purchase orders that have not been received (have not been made into purchase invoices).

Supplier: Supplier from whom the purchase order was made.
Location: Location where the purchase order will go to.
Purchase Order: Number of purchase order, as a hyperlink.
Purchase Invoices: Number of the purchase invoices, as hyperlinks.
Tracking Number: Tracking number of the delivery, if one has been attached.
Date: Date of the order.
Days: Days since order was sent.
Product: Name of the product.
Product Code: Code of the product.
Amount: Amount of product ordered.
Product Status: Status of the product.
Delivery Date: Date when delivery is supposed to arrive.

Suppliers

By Supplier

Purchase orders by supplier.

Name: Supplier's name.
Purchased Quantity: Amount of items purchased from this supplier.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the purchases.
Purchase Total with VAT: Total cost of purchases.
Total Value: Total warehouse price.
Total: Total of all suppliers, shown in the last row.

By Supplier Group

Purchase orders by supplier group.

Name: Supplier group's name.
Purchased Quantity: Amount of items purchased from this supplier group.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the purchases.
Purchase Total with VAT: Total cost of purchases.
Total Value: Total warehouse price.
Total: Total of all supplier groups, shown in the last row.

Detailed Purchases

Invoices

Purchases by invoices.

Date: Date of the purchase invoice.
Purchase Invoice: Number of the purchase invoice, as a hyperlink.
Supplier: Supplier's name.
Purchased Quantity: Amount of items in the purchase invoice.
Purchase Value: Amount paid without VAT.
Additional Costs: Additional costs attached to purchase invoice.
Net Total + Costs: Net total and costs of purchase invoice.
Purchase VAT: VAT of the invoice.
Purchase Total with VAT: Total cost of invoice.
Total Value: Total warehouse price.
Total: Total of all purchase invoices, shown in the last row.

Invoice Rows

Purchases by invoice rows.

Date: Date of the purchase invoice.
Purchase Invoice: Number of the purchase invoice, as a hyperlink.
Supplier: Supplier's name.
Code: Product's code.
Name: Product's name.
Purchased Quantity: Amount of product.
Purchase Value: Amount paid without VAT.
Purchase VAT: VAT of the invoice row.
Purchase Total with VAT: Total cost of invoice row.
Total Value: Total warehouse price of invoice row.
Total: Total of all purchase invoice rows, shown in the last row.