Project Purchase Balance

🧾 Overview

This interface is designed to help administrators manage and track purchase balances efficiently, providing detailed information about items, quantities, and financial transactions.

📋 1. Purchase Balance Records

Displayed Fields:

Date: The date the purchase balance was recorded.
Item: The name or description of the item.
Unit Price: The price per unit of the item.
Quantity: The total quantity of the item purchased.
Total Quantity: The cumulative quantity of the item.
Delivery Note Total: The total quantity recorded in delivery notes.
Delivery Note Balance: The remaining balance from delivery notes.
Total Balance: The overall balance for the item.

🛠️ 2. Record Controls

Export to Excel: Use this button to download the purchase balance records in Excel format for further analysis or record-keeping.

🔎 3. Filter Records

Filter Button: Use this to refine the list of purchase balances based on specific criteria such as Date Range and Project.

💡 Tips for Efficient Use

Regularly review purchase balances to ensure accurate tracking of items and quantities.
Utilize the filter option to streamline searches and quickly access relevant records.
Export records to Excel for detailed financial analysis or reporting.

See also:

Purchase Orders

Reference Number

Purchase Order Delivery Notes Report

Calls for Delivery