GEM-CAR FAQ

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Generate Reports/Filter Purchase Orders

Efficiently generating reports and filtering purchase orders helps streamline procurement and track spending.

To generate reports on purchases, click on Purchases > Reports > Ordered > Filter by Supplier > Send.

 

On the next page you will see a list of the products ordered from the specific supplier you selected previously.

In the bottom left corner you will see the options to Close and Print.

 

The second report type option is Summary. To generate it, click on Purchases > Reports > Summary.

In the next window, enter the following information:

  • Start date
  • End date
  • Group by (the options include Date, Category or Supplier)

If you want to add more specifications, you can

  • Filter by supplier
  • Filter by product
  • Filter by category
  • Check or not the box Show all branches

Click on Send.

 

On the next page you will see a list of the products ordered on the selected dates and the total amount spent on each purchase.

In the bottom left corner you will see the options to Close, Print or create a PDF.

 

Other articles on the subject:

How to Create a Purchase - Purchases Tab 

How to Create a Purchase in the Point of Sale 

How to Reverse a Purchase 

Managing Purchase Discounts 

Purchases with Double Verification 

 

Posted  3 weeks  ago by  Bianca da Silveira De Amorim
#2296 14 views

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