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View information about your purchasing via the Reports module. Most reports can be automatically generated and sent out to authorised users using the Report Scheduling feature available to DEAR customers with Automation module subscriptions. 


Users will need the Purchase Reporting permission to view or edit purchase reports. See Managing Users & Roles for more information on setting user permissions. 


This article displays a summary of each DEAR Purchase report, click the links to see further information about each report and answers to common user questions. It is not possible to generate custom reports in DEAR, but the layout can be reorganized and existing report fields can be added and removed. Please check the tables in this article to see which fields are included in each report. 


For more information on searching, filtering, exporting and scheduling reports, please see Managing DEAR Reports


Pending Purchase Orders: Shows pending purchase orders. A purchase order is pending if it has been authorised but the invoice for ordered items has not been processed yet and/or stock is not received. Use this report to see PO status and number of items ordered, still to invoice, and still to receive for a supplier or PO #. 


Purchase Order Details: Shows details of purchase orders. This detailed view breaks down purchase orders by product. Use this report to see details of which products are ordered and item quantity, product cost and total product cost per order. 


Purchase Order Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order within a date range.


Stock Received Not Invoiced: Displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced. 


Purchase Invoice Details: Shows details of purchase invoices. This detailed view breaks down purchase invoices by product. Use this report to see details of which products have been ordered and item quantity, product cost and total product cost per invoice. 


Purchase Invoice Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice. 


Field Name
Pending Purchase OrdersPurchase Order DetailsPurchase Order SummaryStock  Received not InvoicedPurchase Invoice DetailsPurchase Invoice Summary
Can be scheduled?Yes
Yes
Yes
Yes
Yes
Yes
SKUYesYes
YesYes

ProductYes
Yes
Yes
Yes

PO #Yes
YesYesYes
Yes
Yes
PO DateYes
YesYesYes


Invoice #
YesYes
Yes
Yes
Invoice Date
YesYes
Yes
Yes
Invoice Due Date




Yes
(Purchase) StatusYes
YesYes

Yes
PO Status
YesYes


Invoice Status

Yes
Yes
Yes
SupplierYes
YesYesYes
Yes
Yes
YearYes
YesYes
Yes
Yes
QuarterYes
YesYes

Yes
Yes
MonthYes
YesYes

Yes
Yes
(Stock) LocationYes
Yes
Yes
Yes

CategoryYes
Yes
Yes
Yes

BrandYes
Yes
Yes
Yes

Product TagsYes
Yes
Yes
Yes

FamilyYes
Yes
Yes
Yes

UnitYes
Yes
Yes
Yes

(Invoice line) Comment
Yes

Yes

Required ByYes
YesYes
Yes
Yes
Yes
Received Date


Yes
Yes

(Supplier) Currency
YesYes

Yes
Yes
Invoice Currency Rate
Yes



Payment Currency Rate
Yes



(PO) Notes

Yes



Supplier Additional Attribute 1-10Yes
YesYes

Yes
Yes
Product Additional Attribute 1-10Yes



Yes

Purchase Process Additional Attributes
YesYes

Yes?Yes
Input






Reporting  PeriodYesYesYesYes
Yes
Yes
Currency
YesYesYes
Yes
Yes
Data Headers





Total (Qty of product on order)Yes
Yes
Yes
Yes

(Product Qty) To Invoice
Yes





(Product Qty) To ReceiveYes





Product Cost (on Order)
Yes



Product Cost (on Invoice)


Yes
Yes

(Qty x Cost)  Total (On order)

Yes



Order total

Yes


Invoice total

YesYes
Yes
Yes
Paid total

Yes

Yes
Due total


Yes

Yes


Purchase Order vs Invoice: Compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.


Stock Received vs Invoice: Compares stock received vs invoice. Use this report to see what has been received but not invoiced or what has been invoiced but not received for a selected reporting period, along with the order total. You can choose the currency in which to display the order total. 


Purchase Invoices & Credit Notes: Shows all authorised purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.


Purchase Cost Analysis: Details the costs associated with every product during a given period. Use this report to view Quantity, Main Cost, Additional Cost, Journal Cost and Tax for every product received into stock over the reporting period. The output can be customised to show product details, PO #, supplier, location, status and reporting period. 


Supplier Financial Summary: Shows summaries of all financial transactions for every supplier including opening balance, total invoiced, total paid and closing balance for the selected time period. You can choose which currency in which to display the summary. 


Product Prices by Supplier: This report shows the latest price and fixed price (if applicable) for every supplier/product combination. Prices are shown in supplier currency. It also supplier SKUs and whether dropshipping is enabled. This report allows for editing of data via CSV export/import. This report can not be customised. 


Inventory Suppliers: This report, like the above, shows the latest price and fixed price (if applicable) for every supplier/product combination. Use this report to customise the output to show various product details such as supplier SKU/name, category, product family, brand and more.


Field Name
Purchase Order vs InvoiceStock Received vs Invoice
Purchase Invoices and Credit NotesPurchase Cost AnalysisSupplier Financial SummaryProduct Prices by SupplierInventory Suppliers
Can be scheduled?Yes
Yes
Yes
Yes
Yes

Yes
SKUYes
Yes

Yes


Yes
Supplier SKU


Yes
Yes
Yes
ProductYes
Yes

Yes

Yes
Yes
Supplier Product Name


Yes

Yes
Yes
Batch/Serial #


Yes



Expiry Date


Yes



PO #Yes
Yes
Yes
Yes



PO Date

Yes
Yes



Invoice #
Yes
Yes Yes



Invoice Date
Yes
Yes




Invoice Due Date
Yes
Yes




Credit Note #

Yes




Credit Note Date

Yes




(Purchase) Status
Yes

Yes



PO Status






Invoice Status
Yes





SupplierYes
Yes
Yes
Yes
Yes


YearYes

Yes
Yes



QuarterYes

Yes
Yes



MonthYes

Yes
Yes



(Stock) LocationYes
Yes
Yes
Yes



CategoryYes
Yes
Yes
Yes


Yes
BrandYes
Yes
Yes
Yes


Yes
Product TagsYes
Yes
Yes
Yes


Yes
FamilyYes
Yes
Yes
Yes


Yes
UnitYes
Yes
Yes
Yes



Supplier Product URL




Yes
Yes
(Invoice line) Comment

Yes




Required By
Yes





Received Date
Yes





Stock Received Status

Yes




(Supplier) CurrencyYes

Yes
Yes



Supplier Additional Attribute 1-10Yes
Yes
Yes
Yes
Yes

Yes
Product Additional Attribute 1-10Yes
Yes
Yes
Yes


Yes
Purchase Process Additional Attributes
Yes
Yes
Yes



Account debited/credited

Yes




Dropship Y/N




Yes

Input







Reporting  PeriodYes
Yes
Yes
Yes
Yes


CurrencyYes
Yes

Yes
Yes


Show Journal Costs


Yes



Data Headers






Total (Qty of product on order)Yes

Yes
Yes (- unstock qty)



(Product Qty) Invoice
Yes
Yes




Qty Difference (between order and invoice)Yes






(Product Qty) Received
Yes





Qty Difference (between invoice and received)

Yes





Product Price (on Order)Yes






Product Price (on Invoice)Yes


Yes



Latest Price




Yes
Yes
Fixed Price




Yes
Yes
Price Difference (between order and invoice)
Yes






(Qty x Price)  Total (On order)







Order totalYes
Yes (for received only)





Invoice totalYes

Yes

 Yes (for period)

Total difference (between order and invoice)Yes






Paid total



Yes (for period)

Due total







Credit note total


Yes




Tax

Yes
Yes



Tax inclusive total

Yes




Additional Costs


Yes



Journal Costs


Yes



Opening Balance



Yes

Closing Balance



Yes


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