Adaco: Purchase History Report – Fourth & HotSchedules Customer Success Portal

Purchase History Report

The Purchase History Report is used to analyze the monetary purchase volume of vendors, outlets and templates.

To run this report, go to Report Center > Purchasing Reports > Purchase History Report
To open the report criteria screen, double-click Purchase History Report or select the report and click Run Report, as per Fig.1

Note: The Purchase History Report can also be run at the Central Purchasing property.

Fig.1 - Running the Purchase History Report

Report Criteria

Enter report criteria below to get desired results, as per Fig.2

Fig.2 - Report Criteria for the Purchase History Report

Fields	Description
Vendor Selection	All Vendors: generates the report with received products from all vendors. Selected Vendors: generates the report with received products from the chosen vendors.
Product Selection	All Products: generates the report with all products which have been received within the specified time period. Selected Products: generates the report with only the chosen products. Selected Categories: generates the report with products assigned to the chosen categories.
Report Selection	All Outlets: generates the report with products received by all outlets. Selected Outlets: generates the report with products received to only the selected outlets. All Templates: generates the report with products on templates which were received. Selected Templates: generates the report with products received that exist on the chosen templates. Purchases made without Template: generates the report with products that were received that do not appear on the chosen templates.
Date Range Option	Date Range by Period: enables the Period Selection drop-down, and allows a choice of the current or past periods. Select Start and Ending Dates: enables the From and Through drop-downs, and allows the choosing of a date range.
Group By	By Vendor: generates the report alphabetically by vendor name. By Outlet: generates the report numerically by the Adaco outlet number. By Template: generates the report numerically by the Adaco template number. None: generates the report numerically by the Adaco category number.
Product Sort By	By Category: sorts the products numerically by the Adaco category number. By Product Name: sorts the products alphabetically by the name of the product. Amount Ascending: sorts the products by the cost, from lowest to highest. Amount Descending: sorts the products by the cost, from highest to lowest. Quantity Ascending: sorts the products by amount received, from lowest to highest. Quantity Descending: sorts the products by amount received, highest to lowest. By Filter: enables the Top field and Price / Quantity drop down.
Display Purchase Info	Enabled by default, and will display what is typed into the Purchase Info field on the Product Master.
Min. Amount	Will only display the lowest dollar amount. The default is $0.00, so any returns (negative dollar amounts) will not be displayed unless a negative dollar amount is put in and it meets or exceeds the return cost.
Top	The numerical amount typed in will display that many products received per vendor/vendors chosen and within the time period specified. Price: displays products in descending order, highest to lowest. Quantity: displays products in descending order, highest to lowest.
Show as Grid	When enabled, it will disable the Group By field and enables the drop-down with the Full and Limited options. Generates the report in landscape view. Full: displays the category and subcategory, retail attributes, and Purchase Info information. Limited: displays the report without the category and subcategory, retail attributes, and Purchase Info information.

Report Results

When the Purchase History Report is generated, the result should look similar to Fig.3.

Fig.3 - Purchase History Report results

Fields	Description
Product	The Adaco number for the product.
Description	The name of the product.
Retail Attributes	Displays the attributes assigned to the product on the Product Master, Property > Products > Retail.
Purchase Unit	The product's unit information is displayed as PurchaseUnit [PackSize PackUnit (SubPackSize SubPackUnit)].
Purchase Information	Displays what has been entered into the Purchase Info field on the Product Master.
Last Purch. Dt	Displays the date that the product has been recently received.
Quantity	The amount of the product that has been received within the specified time frame.
Purchases	The total purchases within the specified time frame.
Vendor	The Adaco number and name of the vendor.
Category	The Adaco number and name of the category.
Subcategory	The Adaco number and name of the subcategory.
Vendor Total	The sum total purchase cost for all the products received by the vendor within the specified time frame.
Grand Total	The sum total purchase cost for all the products received for all the vendors on the report.
Categories Grand Total Recap	Category Number: the Adaco number of the category. Category Name: the name of the category. Total: the total dollar amount for the all the products on the report for the category. Categories Grand Total: the sum total of all the categories.

When generating the Purchase History Report with Show as Grid enabled and Full chosen, the result should look similar to Fig.4.

Purchase History Report Show as Grid Full

Fig.4 - Purchase History Report results with Show as Grid enabled and Full selected

Fields	Description
Property #	The Adaco number of the property, located under Property > Administration > Property Preferences > General.
Property	The name of the property.
Period	When the report is generated using the Date Range by Period option, this will display the chosen period information.
Start Date	The chosen beginning date for the report when the Select Start and Ending Dates option has been selected.
End Date	The chosen ending date for the report when the Select Start and Ending Dates option has been selected.
Vendor #	The Adaco number of the vendor.
Vendor	The name of the vendor.
Vendor Product Number	The vendor product number assigned to the product, either under Property > Products > Vendor or Property > Vendors > Product.
Category #	The Adaco number of the category.
Category	The name of the category.
Subcategory #	The Adaco number of the subcategory.
Subcategory	The name of the subcategory.
Product	The Adaco number of the product.
Description	The name of the product.
Retail Attributes	The retail attributes associated to the product, as defined under Property > Products > Retail.
Purchase Unit	The product's unit information is displayed as PurchaseUnit [PackSize PackUnit (SubPackSize SubPackUnit)].
Purchase Info	The text written in the Purchase Info field on the Product Master.
Last Purch. Dt	The date which the product had most recently been received.
Quantity	The amount of the product which had been received within the specified date range.

When generating the Purchase History Report with Show as Grid enabled and Limited chosen, the result should look similar to Fig.5.

Purchase History Report Show as Grid Limited

Fig.5 - Purchase History Report results with Show as Grid enabled and Limited selected

When running the Purchase History Report at Central Purchasing, there is an additional Property field as per Fig.6, and only a date range may be chosen.

Fig.6 - Report Criteria for the Purchase History Report when running it at Central Purchasing

Fields	Description
Property	(Select All): allows the selection of all the properties listed with a single click. Allows the selection of one or more properties with which to generate the report.

When generating the Purchase History Report at Central Purchasing, the result should look similar to Fig.7.

Fig.7 - Purchase History Report results when generated at Central Purchasing

Fields	Description
Property	The Adaco number and name of the chosen properties.
Property Total	The sum total purchase cost for all the products received to the property within the specified time frame.

When generating the Purchase History Report at Central Purchasing with Show as Grid enabled and Full chosen, the result should look similar to Fig.8.

Purchase History Report at Central Purchasing Full

Fig.8 - Purchase History Report results when generated at Central Purchasing with Show as Grid enabled and Full chosen

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