The Purchases printout gives you an overview of your purchases in a selected period. It gathers the products that have come into stock via purchase invoices (and possibly goods receipts/delivery notes) and summarizes them with quantity and purchase value. The printout is therefore about purchasing — not about sales.
You can break the figures down by the dimension that makes sense to you: supplier, category, employee, product or invoice.
1. Go into Financial, and select Product and then Products.
2. On the Products page, click the printer icon in the top right corner.
3. Select the Purchases printout.
4. Fill in the criteria (they are described below). If you leave a field blank, everything within that limit is included.
5. Click the print format you want to get the printout in. You can get both a print-friendly version (e.g. PDF) and an Excel version, if you want to work further with the figures in a spreadsheet.
The printout can also be opened from the top print menu in the top bar and from the stock/purchasing section in Financial. It is the same printout regardless of where you open it from.
If you cannot see the menu item or the printer icon, you are most likely missing permissions — contact support.
Broken down by Determines how the figures are grouped in the printout. You can choose between Supplier, Category, Employee, Product and Invoice. If you choose Supplier, for example, you get one line per supplier with the total purchases; if you choose Product, you get one line per product. By default, the printout is broken down by Category.
From date / To date. Limits the period. The dates follow the date the product came into stock (the stock date on the goods receipt/invoice). If you leave the dates blank, the entire history is included.
From category / To category. Limits the printout to a range of product categories.
Keyword. Only includes products that have the specified keyword (search term) on the product card.
From product / To product. Limits the printout to a range of product numbers.
Supplier. Only includes purchases from the selected supplier (the primary supplier on the product card).
Org. unit. Limits the printout to a specific organizational unit (e.g. a store or department). If you leave the field blank, all the units you have access to are included. The printout only shows data from the units your permissions give you access to.
The printout shows one line per group based on your choice in Broken down by For each group it shows:
Supplier / Category / Employee / Product / Invoice — the group heading depends on what you have chosen to break down by.
Quantity — the total number of units purchased in the period.
Value — the total purchase value, calculated as cost price times quantity.
This way you can quickly see how much you have purchased and what it has cost — distributed across exactly the dimension you have chosen.
Want to know more?
Read more in these related articles:
Purchase orders
How to create, edit and manage purchase orders in Sapera — list, document editor, line item grid, supplier history and the entire workflow from draft to completed order.
Purchase invoices
Complete guide to Purchase invoices in Financial: list view, creation, the document editor with all header fields, line grid, toolbar actions, the Lines/Attachments/Supplier history tabs and the state flow from draft to paid.
