Purchases reporting

NAVIGATION  Left navigation menu > Reports > Purchases section

SECURITY  Kaseya Quote Manager internal users assigned to the Sales role or Purchasing role must have the Reports check box selected in order to access reports. To manage user roles and permissions, refer to Team.

If you're seeking an at-a-glance overview of your purchase orders rather than detailed reporting, refer to Purchases.

This article describes options available for customizable purchase history reporting in Kaseya Quote Manager.

BEFORE YOU BEGIN  To learn how to run any report, including these purchase reports, review Running reports.

Purchase summary report vs. Purchase detail report

A Purchase summary report is useful for: retrieving creditor data for import into your accounting system. reporting on supplier spend.

A Purchase detail report is useful for retrieving specific data on products purchased by suppliers. NOTE  To report on products sold with greater detail, run the sales detail report. Refer to Sales reporting.

If any purchase order contains more than one product or service SKU, a Purchase detail report lists each SKU as a separate line item. Therefore, a single purchase order may appear multiple times in a report. That's why a Purchase summary report is ideal for retrieving individual purchase order data, while a Purchase detail report is ideal for retrieving specific product data.

Data columns

The following table outlines the columns of data available to include or omit in your purchase reports, delineated by report type.

Column	Description
Both purchase reports
Order	The supplier purchase order number. Click the number to open the purchase order in your Admin Center. Refer to Purchases.
Reference	The supplier invoice number.
Supplier	The supplier of the order. Refer to Suppliers.
Date	The calendar date on which the purchase order was raised.
Due date	The calendar date on which the purchase order is or was due.
Receipt date	The calendar date on which the purchase order was receipted.
Purchase summary report
Type	The order delivery type: Warehouse or Drop ship.
Status	The purchase order status: Draft (created but not yet approved), Approved, or Received (goods receipted).
Warehouse	The name of the warehouse assigned to the order. Refer to Adding warehouses.
Cost	The subtotal cost of the order.
Landed	The total of any landed costs in the order.
Tax	The total tax amount on the order.
Total	The grand total cost of the order.
Purchase detail report
Product	The Manufacturer Part Number (MPN) of a product in an order. Click the MPN to open the product detail page. Refer to Adding and managing products and services.
Title	The title of a product in an order.
Brand	The brand of a product in an order. Refer to Brand in Adding and managing products and services.
Category	The category of a product in an order. Refer to Category in Adding and managing products and services.
Sub category	The sub-category of a product in an order. Refer to Category in Adding and managing products and services.
Quantity	The selected quantity of a product in an order.
Cost	The cost of a product in an order.
Landed	The landing cost associated with a product in an order.
Tax	The tax amount on a product in an order.
Total	The total cost of a product in an order, including the cost of the product, any landing cost, and any tax.

Notes