This help explains Rackbeat's Purchase report and how to download it as an Excel file.
The report displays purchase invoices that have been posted in Rackbeat. A purchase invoice will be displayed if the purchase order has been sent from Rackbeat to Netvisor and a purchase invoice received in Netvisor has been allocated to it. In this case, the purchase invoice is transferred every hour to Rackbeat. The report also shows purchase invoices that have been created and posted manually in Rackbeat.
Allocating a purchase order to a purchase invoice is described on this help page
And on the Netvisor side in this help.
The quantity field displays the quantity of purchased products per vendor. The Total field shows the quantity of purchased products net, i.e. without vat, per vendor.
Purchase invoices that exist only in Netvisor must be checked in Netvisor, for example via the invoice list for the desired vendor.
With the report, you can retrieve purchase invoices in Rackbeat using selected filter criteria. Set the desired filter criteria and then press the Search button.
If you want all purchases to appear in the report, clear the date field and leave the other fields empty.
Click the "Download table" button in the upper right corner if you want to download the data into an Excel spreadsheet.
The report shows how many purchases have been made per vendor.
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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