Stock Summary - Purchases Analysis tab

Use the Purchases Analysis tab to view detailed information about purchases per month. You can filter the results to show:

To open the Purchases Analysis tab:

Select Sales > Stock Summary from the Synergetic main menu.
Tip: You can also access the Sales functions by clicking .

The Low Stock tab of the Stock Summary window is displayed.
Click Purchases Analysis.
The Purchases Analysis tab is displayed.

Field	Description
Purchases By Month and...	Select the criteria that you want to analyse the purchases by month for. Your selection determines which filter areas are displayed.
Show Date Range From / To	Select the first and last dates of the period that you want to analyse sales for. Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field.
Business Unit Filter	Select either: Show All to display items for all business units a business unit from the drop-down list to display items for the selected business unit.
Category Filter	Select either: Show all to display all item categories an item category from the drop-down list to analyse sales only for this category. Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab.
Item Filter	Select either: Show All to analyse sales for all items an item to analyse sales for the selected item.

Field

Description

Purchases By Month and...

Select the criteria that you want to analyse the purchases by month for. Your selection determines which filter areas are displayed.

Show Date Range From / To

Select the first and last dates of the period that you want to analyse sales for.

Tip: To analyse all sales up to the present, deselect the To field. To analyse all past sales, deselect the From field.

Business Unit Filter

Select either:

Show All to display items for all business units
a business unit from the drop-down list to display items for the selected business unit.

Category Filter

Select either:

Show all to display all item categories
an item category from the drop-down list to analyse sales only for this category.
Note: Item categories are listed in the luItemCategory lookup table and are set on the Item tab of Item Maintenance. See Item Maintenance - Item tab.

Item Filter

Select either:

Note: Depending on your filter selections some of the following fields may not be displayed.

Field	Description
Month	Month that the purchases took place in.
Item Code	Code for the item.
Item Description	Description of the item.
Category	Item category.
Total Qty Ordered	Total quantity of the item ordered.
Total Cost Ordered	Total cost for the quantity of the item ordered.
Total Qty Supplied	Total quantity of the item supplied.
Total Cost Supplied	Total cost of the items supplied.

Field

Description

Month

Month that the purchases took place in.

Item Code

Code for the item.

Item Description

Description of the item.