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Purchase View

Purchase View shows your top 10 suppliers on one screen: what you owe each one, what you have on order with them and how much of your spend they make up. Below that, it shows how much of the value you have ordered has been received. It sits next to My Biz under Biz View, so you can read the dashboard and then look closer at your suppliers. It is the same screen as Sales View, for the buying side.

Video coming soon: Purchase View in 2 minutes

Where it fits​

Purchase orderGoods receivedBillPayment madePurchase View

Purchase View does not create anything. It reads the purchase orders and bills you already have and adds them up by supplier. For the whole business on one page, open the Dashboard.

What you can do​

See who you oweThe two tiles and the ranked supplier list: payable, overdue and open orders.
Open a supplier's billsExpand a row to see the unpaid bills behind its figure.
Find any supplierSearch a supplier that is not in the top 10.
Check order receiptHow much of your ordered value is received, against a threshold you choose.

Who can do what​

Access is per role: View or Add/Edit. Purchase View only needs View, and it has nothing to add or edit.

You want toYou need
See the Purchase View tab and open itView on Purchase View
Show supplier dataView on Bills and Purchase Orders, as well as Purchase View
Search for a supplierView on Suppliers
See a supplier's bills when you expand a rowView on Bills

Purchase View needs View access to Bills and Purchase Orders to show supplier data. A tab you do not have access to is not shown. Your administrator sets this under the role. See Read Purchase View for the detail.

On mobile​

Same on iPhone and Android. Purchase View is a tab on the Dashboard screen of the mobile app, with the same two sections as the web. See Read Purchase View for how it works on a phone.

The Android app is on Google Play. The iPhone app is coming soon to the App Store.

Who uses it​

Business owners see which suppliers take the most of their spend and what is overdue. Purchase managers check how much of the orders has arrived. Accounts plan payments supplier by supplier.