Inventory purchase by category tax report
Inventory managers, accountants, and business owners can use this report to view the tax paid to procure stock over a specific timeframe, by a product category. It also displays the number of purchase orders that were raised and delivered for a product in a specific category.
Navigate to Reports.
Search for and select the Purchases by Category report in the Inventory Reports section.
The report opens in a new tab.
To filter the report, select the required options from the drop-down list:
Center: Select either all centers or a specific center.
Product type: Select the product type for the report (options include consumable, retail, or all)
Product category: Specify the product category for the report.
Select the period for which the report should be generated.
You can select a preset date range, like 1 month, 2 months, or select Custom to set a more specific date range.
Upon selecting Custom, select a date range in the From and To calendars.
To find a particular product by name, product code, or barcode use the search box.
Optionally, you can export the report to Excel or CSV.
Click Refresh.
Column | Description |
|---|---|
Category | The category to which the product belongs. For example, in Zenoti your business may have a category such as Hair Care. |
Product Name | The name of the product. |
Vendor | The name of the vendor from whom the products were procured. |
Type | Type of product, that is retail, consumable, or both. |
Quantity | The total quantity of products delivered during the selected period. |
#POs | The number of purchase orders created and delivered to procure the product. |
Total Cost | The price at which the products are purchased. It is calculated as Total Cost = Cost x Qty Delivered. |
Total Tax | The total amount of tax paid by the current center to purchase the product. |
Total | The total amount paid by the current center to purchase the product. It is calculated as Total = Total Cost + Total Tax |