Purchase Items Summary Report

The Purchase Items Summary Report in O2VEND Back Office provides a clear, structured view of all purchased products within a selected date range. It is designed to simplify procurement tracking, supplier evaluation, and inventory cost analysis by presenting quantities, discounts, returns, and payment details in one place.

Why This Report Matters

This report helps businesses:

  • Track total items purchased in a given period
  • Analyze purchases by category, brand, and SKU
  • Review discounts and adjusted amounts
  • Monitor return quantities and values
  • Compare purchases across branches
  • Understand payment method distribution

How to Access

  1. Open Back Office
  2. Navigate to Reports
  3. Select Purchase Reports
  4. Click Purchase Items Summary
  5. Apply filters for Date Range and Branch
Purchase Items Summary Report

Filters & Search Options

  • Date Range → Purchases between selected start and end dates
  • Branch Selection → Consolidated or branch-specific view
  • Category / Brand Filters
  • Product Name / SKU / GTIN Search

These options make it easy to drill down into specific purchase data.

Payment Overview

At the top-right, a summary shows:

  • Payment Methods (Cash, Credit Purchase, Online, etc.)
  • Amounts for each method

This snapshot highlights how purchases are paid across suppliers.

Report Table Details

The table includes key columns such as:

  • Category, Brand, Product Name, SKU, GTIN
  • Qty. → Purchased quantity
  • Amt. → Amount before discount
  • Disc. → Discount applied
  • Fin. Amt. → Final amount after discount
  • Ret. Qty. / Ret. Amt. / Ret. Disc. / Fin. Ret. Amt. → Return details
  • Net Qty. / Net Amt. → Net purchases after returns
  • Curr. Qty. / Curr. Value → Current stock and valuation

Business Insights

The report helps answer:

  • Which items or brands dominate procurement?
  • Which products have high return rates?
  • How much stock remains and its value?
  • What proportion of purchases are cash vs. credit?

Export & Print Options

  • Export All → Download full report as CSV
  • Email → Share directly from the system
  • Print → Print-ready format
  • Schedule Report → Automate delivery

Benefits

  • Clear visibility into purchase trends
  • Accurate tracking of discounts and returns
  • Branch-wise comparison for multi-location businesses
  • Reliable data for forecasting and reorder planning
  • Strong financial