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Monthly Purchase Summary report

Shows what you spend on stock each month. Read it with the sales summary.

August 27, 2026monthly purchase summary • monthly purchases • cost of goods

What is this report?

It summarises your purchases month by month — what you spend on stock each month.

Where to find it

Reports → Purchasing Reports → Monthly Purchase Summary, or /dashboard/reports/monthly-purchase-summary.

Permission: reports:monthly_purchase_summary.

Read it beside the sales summary

The ratio between the two matters more than either figure alone.

PurchasesSalesWhat it means
RisingRisingHealthy growth
RisingFlatYour money is turning into dead stock
FlatRisingYou are running your stock down — check reordering
FallingFallingContraction — find the cause

That second row is the most common cause of "business is fine but there is no cash".

It counts submitted invoices only

Draft purchase invoices are excluded, and submitted purchase returns reduce the figure.

Read it with Stock Evaluation

If purchases are high and your stock value keeps growing, you are buying faster than you sell. Open Best Selling Items and check whether you are buying what actually sells.

A routine

Open it at the start of each month with the sales summary. The two figures together give you your cash picture.

Frequently Asked Questions

How should I read it?

Beside the Monthly Sales Summary. If purchases rise while sales stay flat, your money is turning into dead stock. The ratio between them matters more than either figure alone.

The figures are lower than expected

Check for draft purchase invoices. Like every report, it counts submitted ones only.

Are returns included?

Submitted purchase returns reduce the figure, so it is closer to your net purchasing.

Related Links

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Start the free trial or move to the most relevant landing page for your workflow, then apply what you read using your own invoices, stock, and reports.

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