How to Generate a Purchase History Report

Use the following steps to generate a Purchase History Report:

1. Click on the Business tab, click Stock, and select Purchase History.

2. If applicable, click on the Group Codes drop-down menu to select an option.

3. If applicable, enter the Start Year/Period and/or End Year/Period using the drop-down menus.

4. If applicable, click on the Location Codes drop-down menu to select an option.

5. If applicable, enter the Start Stock # and/or End Stock # or click on the Search icon to search for Stock.

Note: Refer to How to use Stock Search for more information on how to use this feature.

6. If applicable, click on the Include Deactivated Items selection box.

7. If applicable, in the Stock Report Type, select the Summary (selected by default) or Detailed radio button.

                    Note: If Detailed radio button is selected, Purchase History Subtotal Options will appear allowing the user to organize the subtotals in the desired order.

8. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

9. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options. 

Click on the arrows in any column to sort the data. Not all columns will have this option.

10. Click on the Back button to return to the Purchase History screen.

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