Purchase & Sale Report Reports

Compares total purchases and total sales (including returns) for a date range and location, showing the resulting balance and amount due.

The Purchase & Sale Report gives a side-by-side comparison of purchasing and selling activity for a chosen period. It requires the purchase_n_sell_report.view permission.

Two panels are shown: Purchase totals (total purchase value, amount due to suppliers) and Sell totals (total sale value, amount due from customers), each net of purchase and sell returns. A Difference section reports the overall trading balance — sell value minus sell returns minus (purchase value minus purchase returns) — and the difference between what customers owe and what is owed to suppliers.

Filter the figures using the Business Location dropdown and a start/end date range. Figures load via AJAX and reflect only finalized transactions in the selected period.

Step-by-step Workflow

1. Open the reportGo to Reports > Purchase & Sale Report.
2. Choose a date rangeSet the start and end dates for the period to analyze.
3. Filter by locationOptionally select a single business location.
4. Compare purchase vs sell totalsReview the purchase and sell panels side by side.
5. Check the differenceRead the calculated overall balance and the due difference between customers and suppliers.