The buying side is where margin is made or lost before a single sale happens, and it is the side most businesses never look at.
Sales reports get looked at because turnover is exciting. Purchase reports get ignored, which is unfortunate, because a rate that crept up across three deliveries costs exactly as much as a discount you gave away and is far easier to fix.
The day book shows what came in and from whom; the return summary shows what went back; the quote reports show what was offered before you committed. Together they answer whether your buying has drifted.
So the reports have something to read.
What came in, from whom, at what rate.
Rates creep between deliveries.
Requote, or move the order.
Roughly 55 reports across sales, purchase, stock, parties, GST, expenses, staff and leads, each filterable by date and exportable as PDF or CSV. They read from the same records the rest of the app writes, so nothing has to be reconciled first.
Daily reports answer “what happened today”, monthly ones answer “what do I owe and who owes me”, and the GST set answers the return.
What feeds these reports and what sits beside them.
Purchase day book · Purchase return summary · Purchase quotes general
Every feature, by plan →A rate that drifts up over several deliveries costs the same as a discount given away, and is easier to correct.
Yes — the purchase return summary covers what went back to suppliers.
Yes, through the purchase quotes report.
Buying drift is silent, and it is the easiest margin to win back.
