Purchase order reports

Reports → Purchase orders  has three tabs, each answering a different question and each exporting to CSV.

The three tabs

Purchase orders - one row per order. Dates created, ordered and completed, totals, and how much of each order has been received.

Purchase order line items - one row per product on an order, with quantities ordered, accepted, rejected and outstanding, plus costs. This is the tab that answers most "can you build me a custom report" questions.

Purchase order receipts - one row per receipt line, filterable by receipt date. This is the month-end tab.

What did we receive last month

1. Open the Purchase order receipts tab
2. Set the receipt date filter to the month
3. Export

You get every receipt line in that period with quantities and costs, which totals to your received value for the month.

Feeding another system

The line items tab is the one to use. It carries product, SKU, barcode and quantities per line, which covers what most accounting and ERP imports need.

What these reports do not include

Product type and category are not columns on these exports.