Show Reports for Purchases
The Show Reports for Purchases heading above is prominently placed at the start of this article to draw the user’s attention to it. This strategic placement is due to the presence of currently nine items from the Show Report functions found in the Purchases menu which have been included here within the Job Project module.
These reports have been strategically included here to enhance user convenience when utilising the Job Projects module. It’s important to emphasize that these reports will not be redundantly documented in this for Costs menu in the Job Project module. Instead, users can easily access them by selecting the hyperlinks provided below. When these hyperlinks are clicked, a new tab will open on your browser, presenting the user with relevant article that documents the specific Show Report function within the Purchases menu in the Inventory module.
Standardised Layouts
Generating reports is a breeze with SapphireOne’s simple selection of standardised drop-down menus. Users can easily select the desired report options, followed by the preferred date or period for report generation. All reports can be exported in CSV format, compatible with any external spreadsheet program. Additionally, the Matrix report offers a unique matrix-style display option.
Selecting a Report
After selecting a report option in SapphireOne, you have the flexibility to choose various criteria for the report, as documented below. Once the report has been generated, you can easily export it as either an HTML or CSV file. These files can be opened in any web browser or external spreadsheet program for your convenience.
Show Reports Costs (Job Project)
These reports from the Purchases module are essentially identical here in the Costs menu in the Job Projects module. Therefore, duplicating the documentation for each of them here again would be an inefficient use of resources. Here are links to the Inventory > Purchases > Show Report items: Purchases by Vendor, Purchases by Vendor Class, Purchases by Item, Purchases by Item Class, Purchases by Project Class, Purchases by Matrix, Purchases by Serial Batch, Purchases by Addition / Deduction and lastly Fulfilment Summary.
When the Show Reports option is selected this menu will be displayed which currently has ten reports available as follows:
Purchases by Vendor
Purchases by vendor Class
Purchases by Item
Purchases by Item Class
Purchases by Project Class
Purchases by matrix
Purchases by Serial / Batch
Purchases by Addition / Deduction
Fulfillment Summary
Once the drop-down menu options have been selected the user can select the dates or periods that the report is to encompass.
Show Reports in Purchases
To read the complete article on show reports within the Purchases menu in Inventory mode, please click on the Purchasers Show Reports link. This link will provide you with access to the beginning of the article in Purchases for the Show Report function, allowing you to read the article in its entirety from the start.
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