Purchase Summary Report in O2VEND | Monthly & Branch-Wise Purchase Analysis

The Purchase Summary Report in O2VEND Back Office provides a comprehensive summary of all purchase invoices, excluding cancelled transactions, across physical stores and online channels.

This report assists procurement and finance teams in analyzing total purchase spending, supplier performance, branch-level purchase trends, and invoice-level drill-down data — all from a single unified view.

Purchase Summary Report Overview in O2VEND Back Office

Overview

The Purchase Summary Report presents month-wise purchase data, allowing quick identification of purchase patterns and performance across time periods.
Drill-down navigation is supported for detailed exploration.

  • Selecting a month displays day-wise summaries.
  • Selecting a day displays date-wise reports.
  • Selecting a date displays bill-level purchase details.
Tip

The Back button navigates to the previous level of the report. This button is not displayed on the top-level view.

Report Display Types

The Purchase Summary Report supports two primary display formats:

  1. Barchart View
  2. Table View

Barchart View

The barchart view provides a clear visual representation of monthly purchase volumes, assisting in quick identification of high and low purchase periods.
This visualization supports strategic purchasing and supplier decision-making.

Table View

The table view lists all purchase invoices generated within the selected date range across all channels and branches.
This section facilitates precise tracking of purchases and allows branch-level comparisons.

Detailed Purchase Report in O2VEND Back Office

Viewing the Purchase Summary Report

Steps to access and review the Purchase Summary Report:

  1. Open Back Office.
  2. Navigate to the Reports section or press Alt + R.
  3. Select Purchase Summary.
  4. The report displays data for the current date by default.
  5. Adjust Start Date and End Date fields as required.
  6. The report automatically refreshes with data for the selected date range.
  7. The report can also be viewed by branch, enabling analysis of multiple locations within the same account.
Tip

The Export All option allows exporting report details in CSV format for external review or financial documentation.

Report Benefits

  • Provides branch-wise purchase comparisons
  • Displays month-wise spending trends
  • Supports supplier performance evaluation
  • Improves purchase planning and inventory control
  • Enables drill-down from monthly to bill-level purchase details
  • Supports financial audits and procurement reviews with CSV export

Frequently Asked Questions

What is the Purchase Summary Report in O2VEND? The Purchase Summary Report provides a month-wise and branch-wise overview of all purchase invoices in O2VEND Back Office, excluding cancelled transactions.

How do I access the Purchase Summary Report in O2VEND? Go to Back Office → Reports → Purchase Summary. The report loads current date data by default. Adjust the date range as needed.

Can I view branch-wise purchase data in O2VEND? Yes. The Purchase Summary Report supports branch-wise filtering, allowing you to compare purchase data across multiple store locations.

How do I drill down to bill-level details in the Purchase Summary Report? Select a month to view day-wise data, select a day to view date-wise data, and select a date to view individual bill-level purchase details.

Can I export the Purchase Summary Report? Yes. Use the Export All option to download the report in CSV format for offline review or financial documentation.

What is the difference between Barchart View and Table View? The Barchart View shows a visual graph of monthly purchase volumes. The Table View lists all purchase invoices in detail for precise tracking and branch comparisons.