All articles

Reports & History

Vendor Purchases Report

How much you spent with each vendor in any date range. Drill into any vendor for the per-invoice list. Lighter than Vendor Performance — pure spend, no GP analysis.

The Vendor Purchases report shows your vendor invoice spend by vendor for any date range. It’s the simpler companion to Vendor Performance — no GP analysis, no return-rate scoring, just “how much went out the door to each vendor.”

Summary view

One row per vendor:

  • Vendor name
  • Last Invoice date
  • Invoices — vendor invoice count in the range
  • Subtotal — sum of line subtotals (Quantity × UnitPrice for non-stone lines, lot total for stones)
  • Freight — sum of FreightCharge across the vendor’s invoices
  • Total — Subtotal + Freight

Sorted by Total DESC.

Drill-down

Click any vendor name in Summary → Detail filtered to that vendor’s invoices. Removable Vendor pill in Detail; click × to see all vendors.

Detail view

One row per vendor invoice:

  • Invoice # — your internal vendor invoice ID (clickable, links to /vendor-invoices/{id})
  • Date
  • Vendor (clickable, links to the contact page)
  • Lines — count of detail lines on the invoice
  • Subtotal, Freight, Total

Sorted newest-first.

Vendor Purchases vs Vendor Performance

When to use each:

  • Vendor Purchases (this report) — pure spend totals. Faster to read. Right for “what did I spend with X this quarter?”
  • Vendor Performance — adds Active SKUs, Units Sold, Revenue, GM %, Return rate. Right for “is this vendor profitable?”

If you only have a few vendors, Performance is almost always the right call. Purchases is most useful when you have many vendors and just want the spend ranking.

Tips

  • Quarterly purchase order review — Summary, drill into each top vendor to verify the invoices are real and matched to received goods.
  • Tax / 1099 prep — annual export by vendor gives you the totals you need for vendor-side tax reporting.
  • The vendor name shown is the contact’s CompanyName when linked, or the legacy VendorName field on the invoice as a fallback. If a vendor shows twice, it usually means some invoices have a contact link and some don’t — clean up the contact records.
  • The simpler Purchase Orders report (if you’re using POs) shows ordered-but-not-yet-received items.
  • Vendor invoices that haven’t been entered yet (you have the invoice on your desk but it’s not in the system) won’t appear here. Enter them first.