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Marlin GTX enables you to run and customise purchase-related reports including Purchase History Report Writer, Purchases Summary by Period, and Purchase Order Reports.
Purchase History Report Writer
This report enables you to build a custom report by selecting which fields are included, the date range, the Header, the Grouping and the Sorting.
Select Reports > Purchases Reports > Purchase History Report Writer.
Select the required Entry Date range or Transaction Date range.
Enter a Report Header.
Select whether to print the Entry Dates and Transaction Dates.
Select the fields to be included from those available (Supplier, Supplier Group, Supplier Dept, Supplier Type, Creditor Code, Salesperson, Product Code, Product Group, Super Group, Product Dept, Product Class, Search Code 1 to 3).
To add a field, click on it and then on the right arrow (or just double-click on it).
Add fields in the order that you want them sorted by.
Tick check boxes in the Group column of fields that you want the report to group the data by.
Where required, click in the From and To column of an added field to specify a range.
Click on the Generate button.
Save the Custom Report for Future Use
Click on the Generate New Report icon (white page icon) to return to the report criteria screen.
Click on the Save button.
Enter a Report Code, Report Name and Description then click on the OK button.
Next time, open the Sales History Report Writer screen, click on the Load button and select your saved custom report.
Purchases Summary By Period Report
This report provides a Purchases Summary by the Day, Week, Month and Year broken down by Supplier Groups, Customer Trade-ins, Super Groups, and Product Departments.
It displays units and purchase expenses.
Select Reports > Purchases Reports > Purchase Summary by Period.
Press Enter or click on the Generate button.
Utilise icons to print, save, email etc.
Click on X to close report.
Purchase Order Reports
This option reports on all products on Purchase Orders or previous Purchase Orders.
Select Reports > Purchases Reports > Purchase Order Reports.
Choose to sort by Order Number, Supplier or specific Product.
Optionally select an Order Number range, Supplier Code range or Product Code range.
Select which order statuses to be included (Open, Filled or Cancelled).
Choose whether to include Detail lines.
Click on the Generate button.
Utilise icons to print, save, email etc.
Click on X to close report.