Skip to main content

​
Overview

jshERP’s purchase reporting provides comprehensive insights into your procurement operations, helping you understand spending patterns, analyze supplier performance, track product costs, and optimize purchasing decisions.

​
Available Reports

Buy In Report

Analyze product-level purchases with quantities, costs, and returns

In Detail Report

View line-item details for all inbound transactions

In Material Count

Summarize total quantities received by material

Allocation Detail

Track internal transfers and material allocations

​
Buy In Report

Location: Reports > Buy In Report Purpose: Analyze product-level purchasing performance showing purchase quantities, costs, returns, and net purchase amounts.

​
Key Metrics

  • Purchase Quantity (采购数量): Total units purchased
  • Purchase Amount (采购金额): Total cost of purchases
  • Return Quantity (退货数量): Units returned to suppliers
  • Return Amount (退货金额): Credit received for returns
  • Net Purchase Amount (实际采购金额): Purchase Amount - Return Amount
  • Barcode, name, specifications, model
  • Color, brand, manufacturer
  • Custom property fields (3 configurable fields)
  • Unit of measure
  • Date range (document date)
  • Supplier selection
  • Warehouse/depot
  • Organization/department
  • Material category

​
How to Use

  1. Access the Report
    • Navigate to Reports > Buy In Report
    • Report loads with default date range (last 3 months)
  2. Set Date Range (Required) 
    Document Date: Select start and end dates
Default: Previous 3 months to today
This filter is mandatory for performance
  3. Apply Additional Filters (Optional) 
    Material Info: Search by barcode, name, specs, model
Supplier: Select specific supplier
Warehouse: Filter by receiving warehouse
Organization: Filter by department/branch
Category: Choose material category
  4. Analyze Results
    • View Net Purchase Amount at top of page
    • Sort by purchase amount to identify top purchases
    • Review return quantities to spot supplier quality issues
    • Compare costs across different suppliers and time periods
  5. Export and Share
    • Click Export for Excel download
    • Share with purchasing team for analysis
    • Use data for supplier negotiations
The Net Purchase Amount represents your actual procurement cost after deducting supplier returns. This is the true cost that impacts your cost of goods sold.

​
Business Use Cases

Supplier Performance

Evaluate supplier quality by analyzing return rates and purchase volumes

Cost Analysis

Monitor purchasing costs and identify cost-saving opportunities

Procurement Planning

Analyze historical purchase patterns to improve procurement planning

Budget Tracking

Track actual procurement spending against budgets

​
In Detail Report

Location: Reports > In Detail Purpose: View detailed line-item information for all inbound transactions including purchase orders, receipts, and other goods receipts.

​
Detailed Information

  • Document number and type
  • Transaction date
  • Supplier/organization
  • Receiving warehouse/depot
  • Approval status
  • Handler/receiver information
  • Material information (barcode, name, specs)
  • Quantity received
  • Unit price
  • Line amount
  • Tax information
  • Discount applied
  • Storage location assigned
  • Date range selection
  • Supplier filter
  • Material search
  • Document number search
  • Warehouse filter
  • Status filter

​
How to Use

  1. Access Detail Report
    • Navigate to Reports > In Detail
    • Report shows all inbound transactions
  2. Filter Transactions 
    Date Range: Select period to analyze
Supplier: Choose specific supplier
Material: Search by material name or barcode
Warehouse: Filter by receiving location
Document Number: Search specific PO number
  3. Review Line Items
    • See every individual receipt line
    • Verify quantities and prices
    • Check approval status
    • Review supplier information
    • Validate storage locations
  4. Export for Analysis
    • Export to Excel for detailed analysis
    • Use for three-way matching (PO, receipt, invoice)
    • Share with auditors or management
    • Perform cost variance analysis
Use this report to verify that received quantities and prices match purchase orders. This is essential for the three-way matching process.

​
Use Cases

  • Three-Way Matching: Compare PO, receipt, and invoice data for accurate payment
  • Receipt Verification: Verify specific receipts and quantities received
  • Audit Trail: Provide detailed transaction history for internal/external audits
  • Supplier Disputes: Research receipt details for supplier inquiries
  • Cost Analysis: Extract transaction data for cost variance analysis

​
In Material Count

Location: Reports > In Material Count Purpose: Summarize total quantities received by material across all inbound transactions.

​
What It Shows

  • Material identification (barcode, name, specs)
  • Total quantity received in period
  • Number of receipt transactions
  • Summary by material category
  • Aggregated across all suppliers and warehouses
  • Sort by quantity to identify high-volume items
  • Filter by category for category-level analysis
  • Search specific materials
  • Compare across different time periods

​
How to Use

  1. Access Summary Report
    • Navigate to Reports > In Material Count
    • Select date range for analysis
  2. Filter Results 
    Date Range: Choose period to analyze
Material Category: Filter by category
Material Info: Search specific materials
Warehouse: Filter by receiving location
  3. Analyze Volume
    • Identify high-volume materials
    • Review purchase frequency
    • Compare period-over-period changes
    • Plan storage capacity needs
  4. Export for Planning
    • Export to Excel
    • Use for demand forecasting
    • Share with supply chain team
    • Support procurement planning

​
Use Cases

  • Procurement Planning: Analyze purchase patterns to optimize procurement schedules
  • Supplier Consolidation: Identify opportunities to consolidate suppliers for volume discounts
  • Warehouse Planning: Plan storage capacity based on receipt volumes
  • Performance Metrics: Track procurement throughput and efficiency

​
Allocation Detail Report

Location: Reports > Allocation Detail Purpose: Track internal transfers and material allocations between warehouses, departments, or cost centers.

​
Key Features

  • Transfer document number
  • Transfer date
  • Source warehouse/location
  • Destination warehouse/location
  • Transfer reason/purpose
  • Approval status
  • Material identification
  • Quantity transferred
  • Unit cost
  • Transfer value
  • Storage locations (from/to)
  • Date range selection
  • Source warehouse filter
  • Destination warehouse filter
  • Material search
  • Organization filter

​
How to Use

  1. Access Allocation Report
    • Navigate to Reports > Allocation Detail
    • Report displays all transfer transactions
  2. Filter Transfers 
    Date Range: Select period
From Warehouse: Source location
To Warehouse: Destination location
Material: Search specific items
Organization: Filter by department
  3. Review Transfers
    • Verify transfer quantities
    • Check source and destination
    • Review transfer values
    • Validate approval status
  4. Analyze Patterns
    • Identify frequent transfer routes
    • Review transfer frequency by material
    • Optimize warehouse stock distribution
    • Plan inventory balancing

​
Use Cases

  • Inventory Balancing: Track transfers to optimize stock distribution
  • Cost Center Allocation: Allocate material costs to proper cost centers
  • Transfer Verification: Verify quantities transferred match receiving records
  • Warehouse Optimization: Analyze transfer patterns to optimize warehouse network

​
Advanced Analysis

​
Supplier Performance Analysis

  • Run Buy In Report filtered by supplier
  • Compare purchase volumes across suppliers
  • Analyze return rates by supplier
  • Evaluate supplier reliability and quality
  • Track on-time delivery performance
  • Monitor quality through return rates
  • Evaluate pricing competitiveness
  • Assess overall supplier value

​
Cost Analysis

  • Compare unit costs over time
  • Identify price increases/decreases
  • Analyze impact of quantity discounts
  • Evaluate negotiation effectiveness
  • Total spend by category
  • Spend by supplier
  • Spend by warehouse/location
  • Spend by organization/department

​
Category Analysis

  • Filter reports by material category
  • Compare category purchase volumes
  • Identify high-spend categories
  • Optimize category sourcing strategies

​
Report Actions

All purchase reports support standard actions:

​
Export to Excel

  • Complete dataset with all columns
  • Includes summary totals and calculations
  • Preserves filters and sorting
  • Enables advanced Excel analysis (pivot tables, charts)
  • Professional formatted output
  • Shows date range and applied filters
  • Includes summary statistics
  • Suitable for management review and audits

​
Column Customization

  • Show/hide columns based on needs
  • Reorder columns by dragging
  • Adjust column widths
  • Save preferences per user and report
Click the Settings icon in the table header to customize displayed columns. Your preferences are automatically saved.

​
Best Practices

  • Run Buy In Report weekly to monitor spending
  • Review top 20 purchased items monthly
  • Analyze supplier return rates monthly
  • Share results with procurement team
  • Track supplier performance metrics
  • Conduct quarterly supplier reviews
  • Use data for supplier negotiations
  • Maintain preferred supplier lists
  • Monitor price trends for key materials
  • Negotiate volume discounts for high-volume items
  • Consolidate suppliers where beneficial
  • Track savings from procurement initiatives
  • Verify receipts match purchase orders
  • Ensure proper approval workflow
  • Validate material and supplier information
  • Perform regular data quality checks
  • Use historical data for demand forecasting
  • Identify strategic materials for special focus
  • Develop category-specific strategies
  • Plan long-term supplier relationships

​
Troubleshooting

Solutions:
  • Verify all purchase orders are approved and posted
  • Check if date range includes all relevant transactions
  • Ensure no receipts are pending approval
  • Review if returns are properly recorded
  • Verify supplier invoices match system data
Solutions:
  • Verify transactions are within selected date range
  • Check that receipts have been approved
  • Ensure warehouse filter includes correct locations
  • Clear supplier filter if accidentally set
  • Verify receipts are not in draft status
  • Check if goods receipt was properly posted
Solutions:
  • Verify all return-to-supplier orders are posted
  • Check that returns are linked to original purchases
  • Review return document dates
  • Ensure return warehouse is correct
  • Verify approval status of return documents
Solutions:
  • Verify unit prices in purchase orders
  • Check if price includes or excludes tax
  • Review if discounts are properly applied
  • Ensure correct unit of measure
  • Contact supplier to verify pricing
Solutions:
  • Reduce date range to smaller period
  • Filter by specific supplier or category
  • Export in smaller batches by warehouse
  • Contact system administrator about performance tuning

Build docs developers (and LLMs) love

Get started for freeTalk to us