Purchase Order Report

Purchase Order Report

This section will cover how to search for purchase order reports and how to download the purchase order report CSV as an Excel file.

Searching

To search for a supplier purchase order report, you can apply a number of filters.

From
Enter here the date that you would like to search from. Select the date from the pop-up calendar.

To
Enter here the date that you would like to search to. Select the date from the pop-up calendar.

Supplier
Select the appropriate supplier from the drop-down menu.

List Individual POs
Tick for Yes or leave blank for No.

Press the button to search for purchase order reports, according to your specified filters.

Results

The purchase orders that are displayed have been filtered according to the filters above. The following information has been given: Supplier Name, First Order, Last Order, Total Cancelled POs, Total Consolidated POs, Total Consolidated Value, Total Consolidated Products, Total Direct POs, Total Direct Value and Total Direct Products.

If the List Individual POs has been ticked you will be given individual purchase order details. The following details will be displayed: Supplier Name, PO Reference, Order No if direct, Supplier Ref, Order Date, Total Value excluding VAT, Products on PO, PO Type and progress Status.

Download

To download a purchase order report, press the button and the purchase order report will download as an Excel file.