Step to Generate Purchase Report¶

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 View 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. Purchase Book Report…¶

5. Click the “Run” button to load the Purchase Book Report¶

6. Purchase Book Report Loaded¶

7. “Click on this icon, or press the F2 key to perform this action.”¶

8. 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.¶

9. Click this icon or press F9 to save the report as an Excel sheet.¶

10. Choose the download format as either “Default” or “Minimal.”¶

11. Click this icon to save the report as PDF, or press [F7].¶

12. Click this icon to open the Report List, or press [Shift + Tab].¶

13. Choose the report name to view the report.¶

14. This is an additional feature in the Report section. Clicking it will display a search option popup.¶

15. “Searching Report Here” to find the report.¶