PO Reports | Huzzard

Vego Inventory can easily generate reports on purchase orders for a specific location, or all assigned locations. These reports can be viewed directly on Vego Inventory or exported to a .csv workbook (Excel file). Exporting purchase order reports allows you to easily send and receive data on purchase orders.

Explore the following topics about Purchase Order Reports:

Types of Purchase Order Reports

The type of reports available for purchase orders on Vego Inventory are;

Export Orders - Export purchase order line-item details, including; quantities, costs, and statuses.
PO Header Export - Export purchase order header data, including; vendor, dates, subtotals, and approval details.

Creating Purchase Order Reports

From the Dashboard, navigate to the left-hand side of the menu and select Ordering, then select Reports

Export Orders Report

Export Orders reports generate an in-depth analysis about each purchase order that matches the criteria selected. Each individual item on a purchase order is broken down as an individual record, creating a detailed breakdown of purchase orders that match the criteria entered.

From the Ordering > Reports page, select the dropdown underneath Purchase Order Reports, then select Export Orders

Export Orders is selected by default when opening the Ordering > Reports page

Select the Date Range field and select a Start and End Date to filter by.

The Date Range field is mandatory, and a report cannot be generated without a selection.

(Optional) Select the Select Status dropdown and select any purchase order statuses you want included

Select the Location dropdown and select if you want to include This Location or All My Locations
1. This Location - report is generated only for the currently selected location.
2. All My Locations - report is generated for all locations/regions assigned to user’s account. If a user has four locations assigned to their user account, the report will show data for all four locations.

The report will generate on the webpage. To export the report to .csv format, click Download CSV

The .csv file will download to your files. You have successfully generated an Export Orders report.

Below is a list of each column of the report and what they represent:

Column	Meaning
orderNumber	Purchase order number associated with the line-item
region	Region of the club
clubName	Club name of the location
clubCode	Organizational code for the location
clubAbcNumber	ABC Fitness club number for the location
category	Category of associated line-item
dateOrdered	Date-Time-Group that the associated line-item was ordered
item	Name of item from associated purchase order. Each separate item on a purchase order is considered a separate line-item
qtyOrdered	Quantity (in cases) of associated item that was purchased on the purchase order.
totalCost	Total cost of associated item for the quantity ordered on purchase order. Calculation: Quantity of Item * Cost Per Case
costPerCase	Cost of associated item per case ordered.
Status	Current status of associated purchase order.

Create PO Header Export

A PO Header Export report generates a report detailing the “Header” data from purchase orders. Rather than providing an in-depth analysis of each purchase order, this report generates a brief overview of all purchase orders that match the criteria entered.

Select the dropdown underneath Purchase Orders Reports, and select PO Header Export

Select the Date Range field and select a Start and End Date to filter by.

The Date Range field is mandatory, and a report cannot be generated without a selection.

(Optional) Select the Select Status dropdown and select any purchase order statuses you want included

Select the Location dropdown and select if you want to include This Location or All My Locations
1. This Location - report is generated only for the currently selected location.
2. All My Locations - report is generated for all locations/regions assigned to user’s account. If a user has four locations assigned to their user account, the report will show data for all four locations.

The report will generate on the webpage. To export the report to .csv format, click Download CSV

The .csv file will download to your files. You have successfully exported a Shrinkage Report.

Below is a list of each column of the report and what they represent:

Column	Meaning
poNumber	Purchase order number
vendor	Vendor for associated purchase order
location	Location that the purchase order was placed from
status	Current status of the purchase order
createdDate	Date that the purchase order was created
submittedDate	Date that the purchase order was submitted to vendor
receivedDate	Date that the purchase order was received by the location
subTotal	Total cost of purchase order
createdBy	User who created the purchase order
approvedBy	User who reviewed and approved/rejected the purchase order. Will show as the user who created purchase order until the order has been approved/rejected.