Adding purchase reports

Step-by-Step Guide to Add Purchase Reports

Click on Reports Option on Dashboard:

Log in to your POS system or dashboard.
From the main dashboard, locate and click on the “Reports” option.

Look for Transactions Category:

In the Reports section, find the “Transactions” category.
Under this category, you will see various reporting options.

Select Purchase Report:

Click on the “Purchase Report” option found under the Transactions category.

Add Purchase Report Details:

Date: Enter the date range for the purchase report.
Ref No.: Input the reference number for the purchase transaction.
Supplier: Enter the name or details of the supplier.
Phone No.: Provide the phone number of the supplier.
Supplier's GSTIN No.: Enter the GSTIN number of the supplier.
Total Amount: Input the total amount of the purchase transaction.
Payment Type: Specify the type of payment used (e.g., cash, credit).
Received/Paid Amount: Enter the amount received or paid.
Balance Amount: Calculate and enter the balance amount, if applicable.

Search Purchases by Date:

Use the date range or calendar bar to search and filter purchase reports by date or other criteria.

Download and View Report:

Download as Excel: Click on the option to download the report in Excel format.
View PDF: Choose the option to view or download the report as a PDF.

Verify Purchase Report:

Review the generated purchase report to ensure all details are accurate and complete.
Confirm that the report is correctly saved and available in the selected formats.