Skip to content

Product Purchase History

Generate Report - Product Purchase History

The Product Purchase History Report allows you to view a comprehensive record of all product purchase transactions, including quantities purchased, supplier details, purchase dates, and pricing information. This report is essential for tracking purchases, managing inventory, and analyzing vendor performance.

  1. Access the Report Section
  2. Navigate to the Reports section of your dashboard.

  3. Select Generate Report from the list of available reports.

  4. Define the Report Parameters:

  5. Category: Ensure that Products is selected as the category.
  6. Report: Choose Product Purchase History from the report options.

  7. Report Description: This report provides a comprehensive record of product purchases, detailing product information, quantities purchased, costs incurred, total expenses, transaction dates, categories, and supplier names.

  8. Set Date and Time Range

  9. In the Start Date and End Date fields, specify the date range for the report.
  10. Optionally, set specific times using the Start Time and End Time fields.
  11. You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month,
    This Year, or Last Year for convenience.

  12. For a complete dataset, click All.

  13. Supplier Dropdown:

  14. Use the Supplier Field to specify the supplier whose purchase history you wish to analyze.

  15. Select the Product

  16. Product Search Field: In the Product search bar, enter the product code or name. Alternatively, scan the product barcode for quick input.
  17. Magnifying Glass Icon: This is for advanced product search, where you can enter the product name, description, or barcode for a more refined search.
  18. Plus Sign (Green Button): Click this button to add new products that are not yet incorporated into the POS system.

  19. Lookup Option: Use this option to lookup products based on categories.

  20. Category Dropdown:

  21. Use the Category dropdown field to further narrow down product sales history by specific product categories.

  22. Generate the Report

  23. After completing all selections, click the Submit button.
  24. The system will process your request and display the report data based on your selected criteria.

Report Content

The Product Purchase History report will include: - Date - Supplier Name - Description - Category - Reference - Quantity - Cost - Total

Export and Print Options:

  • Use the Export button to download the report in Excel format.
  • Click the Print button for a hard copy of the report.
  • Adjust visible columns to tailor the report display using the Columns button.