The Purchase Book Report shows all purchase transactions for a selected period. It helps filter, view, and analyze purchases, including returns, and allows downloading or printing for accounting use.
Steps to generate Purchase Book Report.
1. Go to “Report” from the main menu.
2. Click on “Purchase Report”.
3. From the list of available purchase reports, select “Purchase Book Report.”
4. Click the “Run” button to load the Purchase Book Report
5. Purchase Book Report Loaded:
6. Click the Filter icon or press the F2 key to open the report filter again.
7. Apply filters to customize the report:
Date Range: Select the Start Date and End Date
Branch/Supplier/User/Warehouse-wise: Choose as required
Include Purchase Return: Tick Include Purchase Return (Debit Note) Transaction Also if needed
Report Options: Choose Voucher-wise, Day-wise, or Month-wise
Report Format: Select Summary or Detailed
Reverse Entry: Tick Show Reverse Entry Only if you want to include reverse entries
Report Filter Options:
Invoice Type: Select Local Purchase or Import Purchase
Trading Type: Choose Trading, No Trading, or Mixed
After selecting the required options, click Run to generate the Purchase Book Report.
8. Click the arrow icon or press F9 to save the report as an Excel sheet.
9. Choose the download format as either “Default” or “Minimal.”
10. Click the PDF icon to save the report as a PDF, or press [F7].
11. To open the Report List, click the File icon or press Shift + Tab.
12. Choose the report name to view the report.
13. If you want to search for something in the Report section, you can do it from here.
14. “Searching Report Here” to find the report.
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