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Search and filter purchases

Find purchases and purchase returns by customer, transaction type, and payment status.

In this guide
  1. Open Transactions
  2. Filter by purchase type
  3. Combine customer and status filters

1. Open Transactions

Open Transactions from the bottom navigation and select Sales/Purchases. The summary shows the sales and purchase amounts and transaction counts for the current period.

Review the current period and purchase total before applying filters.

2. Filter by purchase type

Tap Types and choose Purchases or Purchase Return. The list and summary then show only the selected transaction type.

Choose Purchases to review purchase records separately from sales.

3. Combine customer and status filters

Choose a supplier from Customers, then select All, Paid, or Unpaid from the status filter. Use Unpaid to find purchases that still have a payable balance.

Combine supplier, transaction type, and status filters to find unpaid purchases.
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