The Supplier Summary Report is a general overview that shows details of all suppliers added to the platform. It helps you view supplier contact details and a summary of all transactions recorded on the platform, such as purchase invoices or purchase return invoices.
ℹ️ Note: If you want to track the details of each purchase or return transaction with suppliers, you can check the Supplier Movement Report.
Accessing the Report
Go to Reports > Stock Control > Supplier Summary Report.
Click the report to view details.
Search in the Report
You can search using:
Supplier name
Supplier phone number
Filter Report Results
Click Filter.
You can filter results by:
Time period
Supplier name
Contact number
City
Supplier tax number
Total purchased quantity
Total purchase value
Returned quantity
Total return value
Amount paid
Amount received
Current supplier balance
Click Apply.
Sort Report Data
Click the Sort by field.
Choose the appropriate sorting option to view report data.
Report Data
Supplier Name | The supplier’s name as added to the platform. |
Supplier Phone Number | The supplier’s phone number as added to the platform. |
Supplier City | The city entered in the supplier’s profile. |
Tax Number | The tax number registered for the supplier on the platform. |
Purchased Quantity | The quantity of products added through purchase invoices. |
Purchase Amount | The total value of purchase invoices (including VAT). |
Returned Quantity | The quantity of products returned to the supplier. |
Returns Amount | The total value of purchase return invoices (including VAT). |
Paid Amount | The amount paid to the supplier. |
Received Amount | The amount received from the supplier through purchase return invoices. |
Current Balance | The outstanding financial balance between your business and the supplier. |
ℹ️ Note: The table contains several columns. Use the scrollbar at the bottom to view all columns.
Export the Report
Click Export.
Choose: xlsx.
The Excel file will be downloaded to your device.
FAQs
Why doesn’t the supplier’s contact number appear in this report?
The contact number only appears if it has been added in the supplier’s profile. Please make sure supplier details are complete.Why does the supplier’s current balance appear as negative?
A negative balance means the supplier owes you money that must be collected.