Sales Summary - Suppliers Suppliers


Overview

The [ Suppliers ] screen allows users to look at total value of goods purchased from individual suppliers over a given date range.

Suppliers Supplier Screen

The screen consists of the upper filters with Go button and the grid.

Sales Summary Suppliers Supplier Screen

Notes:

  1. The Go button needs to be used when any changes to the filters have been made.
  2. Delivery is not included in the figures in the grid as the report is based on the stock line.

Filters

  • URN (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): limit the results to the supplier specified.
  • Comp Class (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): filter on a specific company class.
  • Currency (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): limits results to the selected currency.
  • Sk Code (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): limit the results to the selected stock item; so the results will display the total purchased quantity and value of the selected item in the defined period per supplier.
  • Sk Type (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): limit the results to the selected stock type; so the results will display the total purchased quantity and value of the selected stock type in the defined period per supplier.
  • Date From and Date To: date range the system will query.
  • Posted Only: has three options:
    • Ignore (green box or greyed-out tick): the grid will display value for posted and un-posted invoices.
    • Ticked: the grid will only display value for posted invoices.
    • Unticked: the grid will only display value for un-posted invoices.
  • Credits
    • Include: include credits in the results.
    • Exclude: remove all credits from the results, displaying a total purchased only figure.
    • Only: display the value and quantity of purchase invoice credits.

Grid

The grid has the following headings:

  • Supplier
    • URN: the supplier URN.
    • Company Name: the supplier's name.
  • Purchase Total
    • Qty: total quantity of individual items purchased in a specific period.
    • Net: total NET value of all good purchased in a specific period.
    • VAT: total VAT only value of all good purchased in a specific period.
    • Gross: total GROSS value of all good purchased in a specific period.
    • Currency: Currency of the value displayed to the left of this cell on this line.

Note: If the Total cells at the bottom of the grid have a red background, for example total too big at the bottom of the grid, then the contents of the cell are too big for the cell width. To see the whole cell contents widen the column either by clicking and dragging the column headings or using the Resize Column option in the Grid Menu.

Grid Context Menu

  • Goto Supplier...: opens the [ Supplier | Detail | General ] screen for the supplier focused on in the grid.
  • Clear Selection: deselects the currently selected line(s).

See Also


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