Purchase Reports

View information about your purchasing via the Reports module. Most reports can be automatically generated and sent out to authorized users using the Report Scheduling feature available to Cin7 Core customers with Automation module subscriptions.

Users will need the Purchase Reporting permission to view or edit purchase reports. See Managing Users & Roles for more information on setting user permissions.

This article displays a summary of each Cin7 Core Purchase report, click the links to see further information about each report and answers to common user questions. It is not possible to generate custom reports in Cin7 Core, but the layout can be reorganized and existing report fields can be added and removed. Please check the tables in this article to see which fields are included in each report.

For more information on searching, filtering, exporting and scheduling reports, please see Managing Cin7 Core Reports.

Pending Purchase Orders: Shows pending purchase orders. A purchase order is pending if it has been authorized but the invoice for ordered items has not been processed yet and/or stock is not received. Use this report to see PO status and number of items ordered, still to invoice, and still to receive for a supplier or PO #.

Purchase Order Details: Shows details of purchase orders. This detailed view breaks down purchase orders by product. Use this report to see details of which products are ordered and item quantity, product cost and total product cost per order.

Purchase Order Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order within a date range.

Stock Received Not Invoiced: Displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced.

Purchase Invoice Details: Shows details of purchase invoices. This detailed view breaks down purchase invoices by product. Use this report to see details of which products have been ordered and item quantity, product cost and total product cost per invoice.

Purchase Invoice Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.

Field Name Pending Purchase Orders Purchase Order Details Purchase Order Summary Stock Received not Invoiced Purchase Invoice Details Purchase Invoice Summary
Can be scheduled? Yes Yes Yes Yes Yes Yes
SKU Yes Yes Yes Yes
Product Yes Yes Yes Yes
PO # Yes Yes Yes Yes Yes Yes
PO Date Yes Yes Yes Yes
Invoice # Yes Yes Yes Yes
Invoice Date Yes Yes Yes Yes
Invoice Due Date Yes
(Purchase) Status Yes Yes Yes Yes
PO Status Yes Yes
Invoice Status Yes Yes Yes
Supplier Yes Yes Yes Yes Yes Yes
Year Yes Yes Yes Yes Yes
Quarter Yes Yes Yes Yes Yes
Month Yes Yes Yes Yes Yes
(Stock) Location Yes Yes Yes Yes
Category Yes Yes Yes Yes
Brand Yes Yes Yes Yes
Product Tags Yes Yes Yes Yes
Family Yes Yes Yes Yes
Unit Yes Yes Yes Yes
(Invoice line) Comment Yes Yes
Required By Yes Yes Yes Yes Yes Yes
Received Date Yes Yes
(Supplier) Currency Yes Yes Yes Yes
Invoice Currency Rate Yes
Payment Currency Rate Yes
(PO) Notes Yes
Supplier Additional Attribute 1-10 Yes Yes Yes Yes Yes
Product Additional Attribute 1-10 Yes Yes
Purchase Process Additional Attributes Yes Yes Yes? Yes
Input
Reporting Period Yes Yes Yes Yes Yes Yes
Currency Yes Yes Yes Yes Yes
Data Headers
Total (Qty of product on order) Yes Yes Yes Yes
(Product Qty) To Invoice Yes
(Product Qty) To Receive Yes
Product Cost (on Order) Yes
Product Cost (on Invoice) Yes Yes
(Qty x Cost) Total (On order) Yes
Order total Yes
Invoice total Yes Yes Yes Yes
Paid total Yes Yes
Due total Yes Yes

Purchase Order vs Invoice: Compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.

Stock Received vs Invoice: Compares stock received vs invoice. Use this report to see what has been received but not invoiced or what has been invoiced but not received for a selected reporting period, along with the order total. You can choose the currency in which to display the order total.

Purchase Invoices & Credit Notes:Shows all authorized purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.

Purchase Cost Analysis: Details the costs associated with every product during a given period. Use this report to view Quantity, Main Cost, Additional Cost, Journal Cost and Tax for every product received into stock over the reporting period. The output can be customized to show product details, PO #, supplier, location, status and reporting period.

Supplier Financial Summary: Shows summaries of all financial transactions for every supplier including opening balance, total invoiced, total paid and closing balance for the selected time period. You can choose which currency in which to display the summary.

Product Prices by Supplier: This report shows the latest price and fixed price (if applicable) for every supplier/product combination. Prices are shown in supplier currency. It also supplier SKUs and whether dropshipping is enabled. This report allows for editing of data via CSV export/import. This report can not be customized.

Inventory Suppliers: This report, like the above, shows the latest price and fixed price (if applicable) for every supplier/product combination. Use this report to customize the output to show various product details such as supplier SKU/name, category, product family, brand and more.

Field Name Purchase Order vs Invoice Stock Received vs Invoice Purchase Invoices and Credit Notes Purchase Cost Analysis Supplier Financial Summary Product Prices by Supplier Inventory Suppliers
Can be scheduled? Yes Yes Yes Yes Yes Yes
SKU Yes Yes Yes Yes
Supplier SKU Yes Yes Yes
Product Yes Yes Yes Yes Yes
Supplier Product Name Yes Yes Yes
Batch/Serial # Yes
Expiry Date Yes
PO # Yes Yes Yes Yes
PO Date Yes Yes
Invoice # Yes Yes Yes
Invoice Date Yes Yes
Invoice Due Date Yes Yes
Credit Note # Yes
Credit Note Date Yes
(Purchase) Status Yes Yes
PO Status
Invoice Status Yes
Supplier Yes Yes Yes Yes Yes
Year Yes Yes Yes
Quarter Yes Yes Yes
Month Yes Yes Yes
(Stock) Location Yes Yes Yes Yes
Category Yes Yes Yes Yes Yes
Brand Yes Yes Yes Yes Yes
Product Tags Yes Yes Yes Yes Yes
Family Yes Yes Yes Yes Yes
Unit Yes Yes Yes Yes
Supplier Product URL Yes Yes
(Invoice line) Comment Yes
Required By Yes
Received Date Yes
Stock Received Status Yes
(Supplier) Currency Yes Yes Yes
Supplier Additional Attribute 1-10 Yes Yes Yes Yes Yes Yes
Product Additional Attribute 1-10 Yes Yes Yes Yes Yes
Purchase Process Additional Attributes Yes Yes Yes
Account debited/credited Yes
Dropship Y/N Yes
Input
Reporting Period Yes Yes Yes Yes Yes
Currency Yes Yes Yes Yes
Show Journal Costs Yes
Data Headers
Total (Qty of product on order) Yes Yes Yes (- unstock qty)
(Product Qty) Invoice Yes Yes
Qty Difference (between order and invoice) Yes
(Product Qty) Received Yes
Qty Difference (between invoice and received) Yes
Product Price (on Order) Yes
Product Price (on Invoice) Yes Yes
Latest Price Yes Yes
Fixed Price Yes Yes
Price Difference (between order and invoice) Yes
(Qty x Price) Total (On order)
Order total Yes Yes (for received only)
Invoice total Yes Yes Yes (for period)
Total difference (between order and invoice) Yes
Paid total Yes (for period)
Due total
Credit note total Yes
Tax Yes Yes
Tax inclusive total Yes
Additional Costs Yes
Journal Costs Yes
Opening Balance Yes
Closing Balance Yes

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