List of Purchases

The List Purchases feature provides a comprehensive overview of all purchase transactions, allowing you to filter, search, and manage purchase records efficiently. Below is a detailed guide:

Navigating to the List of Purchases

To view the list of purchases, navigate to the Purchases section in the left-hand menu and select List Purchases.

Filters

The filter options help you narrow down the list of purchases based on specific criteria:

1. Business Location:
   • Select the business location to view purchases associated with that location.
2. Supplier:
   • Choose a supplier to filter purchases made from a specific supplier.
3. Purchase Status:
   • Filter purchases by their current status (e.g., Ordered, Received, Pending).
4. Payment Status:
   • Filter purchases based on payment status (e.g., Paid, Partial, Due).
5. Date Range:
   • Specify a date range to view purchases made within a specific period.
   • Example: 01/01/2025 - 31/12/2025

List of Purchase

The table displays a detailed list of all purchases based on the selected filters. You can adjust the number of entries shown and search for specific records using the search bar. The table includes the following columns:

The purchase record includes options to view, edit, or delete entries, along with details such as the date and time of recording, a unique reference number, and the business location. It also specifies the supplier's name, the purchase status (e.g., Received, Pending), and the payment status (e.g., Paid, Partial, Due). Additionally, it provides the grand total, including taxes and discounts, the outstanding payment due, and the name of the user who recorded the purchase.

Purchase Summary

The summary section provides an overview of the purchase records:

• Total:
  • Displays the total number of purchases.
• Payment Status Breakdown:
  • Paid: Number of fully paid purchases.
  • Partial: Number of partially paid purchases.
• Financial Summary:
  • Grand Total: The total amount for all purchases.
  • Purchase Due: The total outstanding amount for purchases.
  • Purchase Return: The total amount for returned purchases.