Purchase vs Sales Report : Windward Software Customer Care

Topic overview

The Purchase VS Sales Analysis Report provides the ability to set a date range, select departments and inventory items, and display the last three Suppliers from whom purchases were made along with the date and cost on each of those purchases. It also includes the Monthly sales for each month in the selected date range along with an Average Monthly sales figure and the Total In Stock in the selected departments.

Access

To access the Purchase VS Sales Analysis Report window shown in Figure 1, use the following navigator menu path:

Reports >> Inventory Reports >> Purchase VS Sales Report.

It can also be found under Inventory and Purchases >> Inventory Reports

Figure 1: Purchase Vs Sales Report in Navigator

Figure 1: Purchase Vs Sales Analysis Report Window

Note: Before you run the report, ensure that the Date Format is properly configured in the Setup Wizard.

The Toolbar

Figure 1: Purchase VS Sales Report Toolbar

Item	Description
[View]	The [View] button displays the report on the View Tab.
[Print]	The [Print] button prints the Report. If the report is already displayed in on the View Tab, then this button simply prints the report. *The Print button will only be enabled when a report has already been generated*
[Settings]	The [Settings] button allows you to manage, create new and/or save templates.
[Close]	The [Close] button closes the Purchase VS Sales Analysis Report window.
[Help]	The [Help] button launches this help file.

Table 1: Purchase VS Sales Report Toolbar buttons

The Settings Tab

Figure 1: Purchase VS Sales Report Settings Tab

Options	Description
Date Range	Filters report with those transacted within the Dates entered in the [Start Date] and [End Date]
Select Items	Clicking the [Select Item(s)] button will launch the Part Find window; choose which inventory item you want included in the report
Departments	The Department Selection allows you to select specific Departments to include in your report. Tick the check box/check boxes of the department/s you wish to include. Only available if you are licensed for department setup.
Currency	The Currency Selection drop down allows you to select the currency that is used in the report. All amounts are displayed in the selected currency. Only available if you are licensed for multi-currency setup.
Hide Supplier Columns	The Hide Supplier check box when ticked hides purchase information. *(Supplier Name, Cost, Date of Purchase)*

Table 1: Purchase VS Sales Report Settings options

The View Tab

First you select the report parameters in the Settings tab and click the [View] button on the Toolbar to produce the report.

The View tab automatically becomes the focus so you can view the report details as shown in the figure below.

Figure 1: Purchase VS Sales Report Report Tab

Column	Description
Part Number	Part Number of the item selected
Description	Description of the item selected
Supplier Name	The Supplier Name comes up three times in the grid; these display the last three Suppliers from whom purchases were made
Cost	The Cost comes up three times in the grid; these display the costs on each of the last three purchases. along with the date and cost on each of those purchases
Date of Purchase	The Date of Purchase comes up three times in the grid; these display the transaction dates on each of the last three purchases.
Average Monthly	Monthly sales for each month in the selected date range
Monthly Sales	Average Monthly sales figure. Monthly Sales Figure header is based on current month.
In Stock	Total In Stock in the selected departments.
Dept	Stock quantities for each department. ONLY visible in departmentalized systems.