Reports

Review Purchases and Their Item-Level Costs

The Purchase report is the operational goods-in register. It answers which completed purchases entered a branch, which supplier supplied them, which item quantities were retained and what those lines cost.

Menu path
Reports -> Purchase -> Purchase
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

Live local Posnic Reports -> Purchase -> Purchase audited and captured 2026-09-10, frontend/modules/receivingsReport.html report controls table and plan boundary, frontend/static/script/js/modules/js/report_receivings.js filtering expansion pagination and CSV export, api/src/controllers/receivings.controller.js receivingReportTable permission and response contract, api/src/models/receiving.model.js receivingReportPage date status quantity branch and licence filters

Purchase registerThe live register lists each qualifying receiving document with its business date, supplier, item-line count and saved total.
Date and branch filtersOpen the filter to choose the purchase business-date range and one or more branches before applying or exporting.
Expanded purchase itemsExpand the plus control to inspect retained item lines without leaving the register.

What Enters the Register

The report reads saved receiving documents for the current licence and selected branches. It is designed for stock that actually entered the business, not every draft or supplier conversation.

  • The purchase business date must fall inside the selected range; the filter does not use the record's last updated date.
  • Open, Cancelled and FullReturn purchases are excluded.
  • Received, PartialReturn and compatible completed or imported statuses remain eligible.
  • At least one saved item must have item_quantity greater than zero.
  • Results are ordered newest purchase date first and paginated independently of the export.

Run the Purchase Report

  • Report Read permission is required.
  • The Free plan blurs the report panel and disables its item-level CSV export.
  • Clear removes the chosen report filters; it does not alter purchase records.
  1. Open Reports -> Purchase -> Purchase.
  2. Select the filter icon.
  3. Choose the purchase date range and one or more branches.
  4. Select Apply and confirm the displayed filter badges.
  5. Review every page or increase the rows-per-page control when comparing several purchases.
  6. Use Refresh after another user receives, edits, returns or cancels a purchase.

Read Each Purchase Row

Displayed valueActual meaningControl check
Receiving IdSaved receiving_id such as RID000001.Match Purchase -> Purchases and the supplier invoice.
DateThe purchase business date formatted for the branch.Use this date when selecting the report range.
SupplierSupplier name retained on the receiving document.Confirm the correct supplier before reconciling.
PhoneSupplier phone retained on the document and exposed as a call link.A blank value means the purchase carries no usable number.
ItemsNumber of distinct saved item lines, not the sum of their quantities.Expand the row to see quantity on each line.
TotalSaved items_total for the purchase.Reconcile against item totals and the purchase document.

Inspect Item-Level Cost

  • The expanded table shows every retained item line currently returned with that purchase; it is not separately paginated.
  • A missing SKU is source-data evidence. Correct the item record prospectively instead of inventing an identifier in the report.
  • Use Purchase -> Purchases for attachments, payment notes, edits, returns, voids and printing. This report is read-only.
  1. Select the plus control at the beginning of a purchase row.
  2. Read Item Name and SKU to identify the exact stock record.
  3. Check Price and Qty against the supplier invoice and physical receipt.
  4. Review Tax [%]. When tax is inclusive, the report derives the pre-tax price before displaying the calculated tax value.
  5. Check each line Total and compare the combined lines with the purchase Total.
  6. Select the minus control to collapse the item table before reviewing the next purchase.

Export the Detailed CSV

The share/export icon inside Purchase Details requests all matching purchases and writes one CSV row per purchase item. It does not export only the visible page.

  • The current item export filename is receiving-reports.
  • Apply the intended date and branch filters before exporting.
  • The top PDF, CSV, Excel and Email toolbar exports the registered report surface; verify the produced document before distributing it.
CSV fieldSource
ReceivingId, DateReceiving document identifier and saved business date.
SupplierName, SupplierPhoneSupplier context retained on the purchase.
NoOfItemsNumber of distinct lines on that purchase, repeated for each exported item row.
ItemName, SKUSaved line description and barcode_id.
ItemPrice, ItemQtyDerived pre-tax price when inclusive, otherwise saved item price; plus retained quantity.
ItemDiscountAmount, ItemDiscountPercentageSaved line discount evidence.
ItemTax, ItemTotalDisplayed tax percentage/calculated value and saved line total.

Reconcile Goods In

  1. Match Receiving Id with the saved purchase and supplier document.
  2. Compare each expanded item, SKU, quantity, cost, tax and line total.
  3. Confirm that quantities retained after any PartialReturn agree with physical stock and Inventory Logs.
  4. Compare the purchase total with the supplier invoice, payment detail and tax reports.
  5. Record attachments or discrepancies on the source purchase workflow.
  6. Rerun the same range after a correction and retain the final export required by the business.

Troubleshooting

ProblemWhat to checkAction
Purchase is missingPurchase business date, selected branch, report permission and receiving status.Open the source purchase, correct the range or status, then refresh.
Draft purchase is missingWhether its status is Open.Receive the order only when goods actually arrive; do not change status merely to fill the report.
Returned purchase disappearedWhether it became FullReturn or every retained quantity is zero.Use Return Purchase and Inventory Logs for the return evidence.
Items count looks lowThe value counts distinct item lines, not units.Expand the row and sum Item Qty when unit count is required.
Total differs from invoiceDiscount, inclusive/exclusive tax, freight, extra charges and saved items_total.Reconcile the source purchase and invoice mismatch workflow before changing stock.
Export is disabledNo matching rows, Free-plan restriction or missing Report Read access.Check filters and access; do not manufacture a transaction.
Receiving Id link does not show more detailCurrent report route and expanded item table.Use the plus control here, then open the matching record from Purchase -> Purchases for full document actions.

Purchase Register Review Record

  • Branch and purchase-date range reviewed.
  • Receiving ids and supplier documents matched.
  • Item quantities, tax and totals checked.
  • Returns and inventory movement reconciled.
  • Export filename or retained audit reference.
  • Reviewer, review time and unresolved discrepancy owner.

Related Manual Pages

Purchase Purchase List The purchase list is the control desk for incoming stock. Status, expected date, supplier and row preview tell staff what still needs receiving or review. Purchase Browse and Open Purchases The Purchases screen merges orders and received purchases into one working list. Read the number, dates, progress, indicators and status together before opening a row. Purchase Receive Stock Receiving is the point where purchased goods become trusted stock. The operator must match supplier, quantity, cost, invoice total, tax and proof before saving. Purchase Purchase Payment Details Purchase Payment Mode and Payment Note describe how the supplier purchase was or will be paid. They are saved on the purchase and exposed in document/export surfaces, but selecting a label does not move money or create an external bank settlement. Purchase Invoice Total Mismatch Posnic compares the supplier's declared tax-inclusive invoice total with its calculated purchase total. A difference above 0.50 is saved as a visible warning instead of blocking received stock. Purchase Attach Purchase Files Purchase attachments keep supplier paperwork beside the saved transaction. Posnic accepts PDF and image files up to 10 MB on purchase orders and received purchases. Reports Purchase and Supplier Reports Purchase reports explain stock coming in, stock or money going back to suppliers and how much business each supplier represents. For the complete goods-in register procedure, use the dedicated Purchase Register chapter. Reports Tax Payable Tax Payable is the deeper accounting control. It applies purchase ITC eligibility, calculates monthly payable or carried credit and exposes the supplier documents behind the input total. Inventory Inventory Logs Inventory Logs are the branch stock ledger. Each row opens a movement detail beside the list, where operators can inspect the reference and follow controlled links to the item, sale or purchase.