Purchase Reports

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 customised 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 customised.

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 customise 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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