Purchase by Location/Branch

Purchase by Location/Branch

Purchase by Location/Branch Reports provide detailed insights into purchasing activities across different business locations, helping you analyze location-specific patterns, allocate budgets, and optimize multi-location procurement. This guide explains how to use Purchase by Location/Branch Reports in EquiBillBook.

What are Purchase by Location/Branch Reports?

These reports show:

• Total purchases per location/branch
• Purchase patterns by location
• Location-wise spending analysis
• Comparison across locations
• Location-specific supplier relationships
• Item purchases by location
• Budget allocation by location

Why Purchase by Location/Branch Reports are Important

These reports help you:

• Track purchasing across multiple locations
• Allocate budgets by location
• Compare purchasing patterns
• Identify location-specific needs
• Optimize centralized vs. decentralized purchasing
• Manage multi-location inventory
• Control location-wise spending

Accessing Purchase by Location/Branch Reports

To view Purchase by Location/Branch Reports:

1. Navigate to Reports → Purchase Reports
2. Select Purchase by Location or Purchase by Branch
3. Set the date range for analysis
4. Select specific locations or view all
5. Apply additional filters if needed
6. Generate the report

Purchase by Location Report Information

The report typically displays:

• Location/Branch Name: Location identifier
• Total Purchase Value: Total purchases per location
• Number of Transactions: Purchase count per location
• Average Purchase Value: Average per transaction
• Total Quantity: Units purchased per location
• Total Paid: Amount paid per location
• Total Due: Outstanding per location
• Purchase by Category: Category breakdown per location
• Purchase by Supplier: Supplier breakdown per location
• Purchase Trends: Trends per location

Filtering Purchase by Location Reports

You can filter reports by:

• Date Range: Analyze purchases for specific periods
• Location/Branch: Filter by specific locations
• Supplier: Filter by suppliers
• Item Category: Filter by categories
• Item: Filter by specific items
• Payment Status: Paid, unpaid, or all
• Document Type: Bills, Orders, Quotations

Location-wise Purchase Summary

Overview by location:

• Total purchases per location
• Percentage of total purchases
• Purchase ranking by location
• Location contribution analysis

Comparing Purchases Across Locations

Compare locations on:

• Total purchase values
• Purchase frequencies
• Average purchase values
• Purchase patterns
• Budget adherence
• Efficiency metrics

Location-specific Purchase Patterns

Analyze patterns by location:

• Purchase timing patterns
• Seasonal variations by location
• Location-specific trends
• Unique location needs

Items Purchased by Location

Analyze item purchases:

• Items purchased at each location
• Location-specific item needs
• Common items across locations
• Unique items per location
• Item transfer opportunities

Suppliers by Location

Analyze supplier relationships:

• Suppliers used by each location
• Location-specific suppliers
• Common suppliers across locations
• Supplier consolidation opportunities
• Location-wise supplier performance

Categories Purchased by Location

Analyze category purchases:

• Categories purchased at each location
• Location-specific category needs
• Category spending patterns
• Budget allocation by category and location

Budget Allocation by Location

Manage budgets:

• Allocate budgets by location
• Track budget adherence per location
• Identify over/under budget locations
• Adjust budgets based on needs

Centralized vs. Decentralized Purchasing

Analyze purchasing structure:

• Identify centralized purchase opportunities
• Evaluate decentralized purchasing needs
• Optimize purchasing structure
• Reduce costs through consolidation

Location-wise Purchase Trends

Track trends by location:

• Growth trends per location
• Declining trends per location
• Stable patterns per location
• Location-specific forecasting

Using Location Reports for Decision Making

Budget Management

Use reports to:

• Allocate budgets effectively
• Monitor location-wise spending
• Control costs by location
• Adjust budgets based on needs

Inventory Management

Use reports to:

• Plan location-wise inventory
• Optimize stock levels per location
• Plan stock transfers
• Reduce location-specific stockouts

Procurement Strategy

Use reports to:

• Centralize common purchases
• Decentralize location-specific needs
• Optimize supplier relationships
• Reduce overall procurement costs

Performance Management

Use reports to:

• Compare location performance
• Identify best practices
• Share insights across locations
• Improve overall efficiency

Multi-Location Consolidation

Identify consolidation opportunities:

• Common items across locations
• Bulk purchase opportunities
• Supplier consolidation
• Cost reduction through consolidation

Location-specific Reporting

Generate location-specific reports:

• Individual location reports
• Comparative location reports
• Consolidated multi-location reports
• Location-wise dashboards

Exporting Purchase by Location Reports

You can export reports:

• Export to Excel for detailed analysis
• Export to PDF for sharing
• Create location-wise dashboards
• Share with location managers

Best Practices

• Review location reports regularly (monthly)
• Compare locations for insights
• Allocate budgets based on needs
• Identify consolidation opportunities
• Share best practices across locations
• Monitor location-wise trends
• Document location-specific requirements
• Optimize purchasing structure

Location Hierarchy

For businesses with location hierarchies:

• View purchases by region
• Drill down to specific locations
• Regional vs. local analysis
• Hierarchical reporting

Need Help?

If you have issues with Purchase by Location/Branch Reports:

• Ensure locations are properly configured
• Verify purchases are assigned to correct locations
• Check that location names are consistent
• Ensure proper access permissions
• Contact support if data seems incorrect

Related Articles

Learn more about:

• Purchase Summary Reports
• Item-wise Purchase Reports
• Supplier-wise Purchase Reports
• Purchase Trend Analysis

Purchase by Location/Branch Reports are essential tools for managing multi-location purchasing. Regular review helps optimize procurement across locations, allocate budgets effectively, and improve overall purchasing efficiency.