Stock Summary - Purchases Analysis tab

Use the Purchases Analysis tab to view detailed information about purchases per month. You can filter the results to show:

  • overall purchases at your organisation
  • purchases for a particular date range
  • purchases for a particular business unit
  • purchases for a category of item
  • purchases for a particular item


 Opening the Purchases Analysis tab

To open the Purchases Analysis tab:

  1. Select Sales > Stock Summary from the Synergetic main menu.

    Tip
    : You can also access the Sales functions by clicking 
    .

    The Low Stock tab of the Stock Summary window is displayed.
  2. Click Purchases Analysis.
    The Purchases Analysis tab is displayed.


Stock Summary - Purchases Analysis tab key fields and buttons

Filter area fields

Field

Description

Purchases By Month and...

Select the criteria that you want to analyse the purchases by month for. Your selection determines which filter areas are displayed.

Show Date Range From / To

Select the first and last dates of the period that you want to analyse sales for.

Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field.

Business Unit Filter

Select either:

  • Show All to display items for all business units
  • a business unit from the drop-down list to display items for the selected business unit.

Category Filter

Select either:

  • Show all to display all item categories
  • an item category from the drop-down list to analyse sales only for this category.

Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab.

Item Filter

Select either:

  • Show All to analyse sales for all items
  • an item to analyse sales for the selected item.


Grid fields

Note: Depending on your filter selections some of the following fields may not be displayed.

Field

Description

Month

Month that the purchases took place in.

Item Code

Code for the item.

Item Description

Description of the item.

Category

Item category.

Total Qty Ordered

Total quantity of the item ordered.

Total Cost Ordered

Total cost for the quantity of the item ordered.

Total Qty Supplied

Total quantity of the item supplied.

Total Cost Supplied

Total cost of the items supplied.

Buttons

Button

Description

Apply the criteria selected in the Filters area to refresh the results displayed in the grid area.