Summary
The Purchase Order Summary provides a consolidated view of all purchase orders within the system, categorized by product group, category, and item details. This report helps in analyzing procurement trends, comparing purchases across categories, and monitoring purchase values for better decision-making.
To access the Summary, go to: > Home > Application > Reports > Procurement > Purchase Order > Summary
How can I get Benefit ?
- Category-wise Procurement Monitoring : View purchases summarized under different groups and categories.
- Quick Analysis : Instantly compare ordered quantities, taxable amounts, tax values, and net amounts.
- Branch-level Visibility : Filter and generate purchase order summaries for a specific branch or consolidated view.
- Better Decision Making : Identify top purchase categories and product trends.
- Supports Reconciliation : Helps in validating purchase data with invoices and stock entries.
Properties
Primary Properties
| Property | Description |
|---|---|
| Branch | Select the Branch from the dropdown |
| From Date | You can select the start date for the report |
| To Date | You can select the end date for the report |
Purchase Order Summary Reports
- Select the Branch from the dropdown.
- Set the From Date and To Date to define the period for the report.
- Click on
Showbutton.
- The report provides a summarized view of purchase orders within the selected date range.
- Data includes Group, Category, Product, Quantity, Taxable Amount, Tax Amount, and Total Amount.
Grouping in Purchase Order Summary
The Purchase Order Summary supports drag-and-drop grouping to organize data effectively.
- Drag a column header (e.g., Group, Category, or Product) and drop it into the grouping panel above the table.
- The report will then display results grouped under that column.
- Multiple columns can be grouped together (e.g., first by Group, then by Category).
- Each group can be expanded or collapsed for better readability.