Purchasing and inventory reports
Review purchased items and purchase returns
List every item line you bought, and every line you returned to a supplier, with quantities, prices, discounts, tax and totals for a period.
2 min readLast updated
In this article
Two line-level reports show what you bought and what you sent back. Use them to check supplier prices over time, to review what a buyer ordered, or to confirm returns before you reconcile with a supplier.
Steps
Open Reports & Analytics › Purchasing Reports, then Purchased Items or Purchase Returns.
Set the period in From and To. Empty means the current month.
Select Apply.
Purchased Items
One row per line of every purchase invoice in the period:
Column | Meaning |
|---|---|
Invoice | The purchase invoice number. |
Item, Unit, Supplier | What you bought, in which unit, and from whom. |
Qty, Price | The quantity and the unit price. |
Discount, Tax | The line discount and tax. |
Total | The line total. |
Branch, Date | Where and when it was recorded. |
The totals row adds up Total.
Purchase Returns
One row per line returned to a supplier, with Invoice, Item, Unit, Supplier, Qty, Cost, Total, Branch, Inventory (the warehouse the goods left) and Date. The totals row adds up Total.
Tips
Export Purchased Items to Excel and filter by item to see how a supplier's price changed during the year.
To see the balance you owe each supplier, use the supplier statement or the aged payables report.
Both reports export with Export Excel or Export PDF.
Common questions
Why is a purchase invoice missing from the list? The report uses the date on which the invoice lines were recorded. Widen the period, and check that the invoice was saved.
Can I see the purchases of one supplier only? Export the report to Excel and filter the Supplier column, or open the supplier statement to see that supplier's invoices together with the payments made against them.
Does a return change the stock value? Yes. Returned goods leave the warehouse shown in Inventory, and the inventory valuation report reflects the lower quantity.