Purchase Summary Report in O2VEND | Monthly & Branch-Wise Purchase Analysis
The Purchase Summary Report in O2VEND Back Office provides a consolidated view of all purchase invoices (excluding cancelled transactions) across physical stores and online channels.
It helps procurement and finance teams analyze spending, supplier performance, branch-level trends, and invoice details in one unified report.
Overview
The report presents month-wise purchase data, making it easy to identify purchase patterns and performance over time.
It supports drill-down navigation for deeper insights:
- Select a month → view day-wise summaries
- Select a day → view date-wise reports
- Select a date → view bill-level purchase details
Tip
Use the Back button to return to the previous level. This option is hidden on the top-level view.
Report Display Types
The Purchase Summary Report can be viewed in two formats:
1. Barchart View
A visual representation of monthly purchase volumes, highlighting high and low purchase periods.
This helps in quick decision-making for supplier negotiations and purchase planning.
2. Table View
A detailed list of purchase invoices within the selected date range.
This format supports precise tracking and branch-level comparisons.
How to Access the Report
- Open Back Office
- Go to Reports or press Alt + R
- Select Purchase Summary
- By default, the report shows data for the current date
- Adjust Start Date and End Date as needed
- The report refreshes automatically with updated data
- Use Branch filters to analyze purchases across multiple locations
Tip
Use Export All to download the report in CSV format for external review or documentation.
Benefits of the Report
- Branch-wise purchase comparisons
- Month-wise spending trends
- Supplier performance evaluation
- Improved purchase planning and inventory control
- Drill-down from monthly to bill-level details
- Audit-ready data with CSV export