Reports & Analytics
The Received Value report
Lists every delivery you received from suppliers in a period, line by line, with its cost at the purchase order's price plus landed costs, and adds the value up by supplier and category.
The Received Value report shows what goods received from suppliers in a period were worth at the price you were charged. Each row is one delivery of one purchase order line, dated by its delivery date. The report is included in every plan.
How to view the report
- Open Reports in the top navigation bar.
- Choose Received Value.
- Choose a period in Quick Dates, or set Start Date and End Date yourself. The page opens on This Year.
- Narrow the list with Supplier and Category if you need to. Leave them on All to see everything.
- Click a column heading to sort by it. Click it again to reverse the order.
Understand the results
The columns are Product Name, Product Code, Category, PO Name, Supplier, Delivery Date, Unit Price, Landed Cost, Total Unit Cost, Quantity and Total Value. A Total row at the foot of the table adds up the quantity and the value.
Unit Price is the price on the purchase order line, converted into your organisation's currency at that order's conversion rate. Landed Cost is that line's share of the order's landed costs, per unit. Total Unit Cost is the two together, and Total Value is Total Unit Cost multiplied by the quantity delivered.
Above the table, Received Value gives the total with the average per delivery underneath. Total Quantity gives the units with the number of deliveries and purchase orders, while Top Supplier and Top Category show where most of the value came from. Below them are the number of different suppliers, products and categories in the period.
What the report includes
Only what has been delivered counts: quantities still on order are not in this report. Products that are inactive, hidden from inventory or deleted are left out, and so are suppliers that have been deleted.
Replacement units a supplier sends free under a supplier claim arrive on a zero-value purchase order, so they show here at the price on that order, which is nothing. This report shows what you were charged; your inventory valuation is where those units carry the cost of the units they replace.
Permissions and access
If your account is restricted to certain departments, only products in those departments are listed. The reports permission opens this report but not the money in it. Without the View Inventory Value permission, every amount shows as a dash; quantities and dates still show. An owner always has this permission.
Open records, export or refresh
The product name opens the product's Quick Preview. PO Name opens the purchase order and Supplier opens the supplier.
Export downloads the rows shown, with your filters applied, as a CSV file. Refresh reads the figures again without reloading the page.