The Supplier Summary Report provides a comprehensive overview of all suppliers added to the platform. This report helps you view supplier contact details along with a summary of every documented transaction on the platform, including purchase invoices and purchase return invoices (stock returns).
Accessing the Report
Navigate to: Reports > Inventory > Supplier Summary Report.
The report displays all data, allowing you to search by supplier name or phone number.
ℹ️ You can further refine your search results and specify the time period using the filter field.
Features of the Report
The report is divided into two sections:
Header Section: Displays company name, report title, and the selected date range.
Details Section: Shows transaction summaries for each supplier.
Information Available in the Report
Supplier Details:
Supplier Name.
Supplier Phone Number.
Supplier City.
Tax Number.
Transaction Details:
Transaction Count.
Purchased Quantity: The quantity of new products in purchase invoices.
Purchase Amount: The total amount of purchase invoices, including tax.
Returned Quantity: The quantity of products returned to the supplier.
Return Amount: The total amount of purchase return invoices, including tax.
Paid Amount: Amount paid to the supplier from the total invoice value.
Received Amount: Amount refunded by the supplier for returned stock.
Current Balance: The financial status of outstanding amounts between the supplier and your business.
Exporting the Report to Excel
Click on Export, select xlsx, and the file will download to your device.
FAQs
1. Can the report be printed directly from the platform?
No, direct printing is not available. However, you can export the report to Excel for printing.
2. How can I filter transactions for a specific time period?
Use the Filter option at the top of the page.
Select the desired time range and click Apply to display transactions for the selected period.
3. How can I search for specific suppliers?
Click on the filter icon in the Supplier Name column.
Enter the names of the suppliers you want to filter and click Apply.
The details will updated based on your selection.
4. Can user access to this report be customized?
Yes, user access can be customized:
Navigate to: Settings > Users > ⚙️ > Edit User.
Go to User Permissions > Reports > Reports List > Enable Read.
Enable Read and Export permission under Stock Control Reports > Supplier Summary.
Click Save Custom User to apply the settings.
When a user accesses their account, reports will be displayed based on the assigned permissions.