Purchase Analysis report

Accessing the Report:

1. Go to the Purchase
2. Click Reporting in the top menu.
3. Select Purchase to open the report.

Choosing a Measure:

Click the Measures button to select the statistic you want to analyze:

• # of Lines – Number of purchase order (PO) lines
• Average Cost – Average cost of purchase orders
• Days to Confirm – Days taken to confirm a PO
• Days to Receive – Days taken to receive the ordered products
• Gross Weight – Total weight of purchased products
• Qty Billed / Qty to be Billed – Invoicing progress
• Qty Ordered / Qty Received – Fulfillment status
• Total / Untaxed Total – Spend analysis (with or without tax)
• Volume – Product volume if applicable
• Count – Total number of POs

Note:
You can view one measure at a time in graph view, but multiple measures in pivot table view.

Use Case 1: Track Delivery Times by Vendor

Want to know which vendors deliver quickly and which don’t?

Example:

David, the purchasing manager at Bike Haus, wants to track average delivery times from vendors in 2024.

Here’s how he does it:

1. Go to Purchase app → Reporting → Purchase
2. Select the Bar Chart view
3. Click the filter icon near the search bar
4. Under Confirmation Date, select the 2024 filter
5. In Group By, choose Vendor
6. Click Measures → Select Days to Receive

🔍 Insight:
Bike Friends takes 4.5 days to deliver — much longer than other vendors. David uses this data to adjust future purchasing decisions.

Use Case 2: Compare Vendor Purchases Over Time

Need to compare how much you’re spending with a vendor month-over-month?

Example:

A month after reducing purchases from Bike Friends, David wants to see if the change made an impact.

Steps:

1. Navigate to Purchase app → Reporting → Purchase
2. Select Pivot Table view
3. Search for Bike Friends
4. Click the filter icon
   • Under Confirmation Date, keep June 2024 selected
   • Under Comparison, select Previous Period
5. In Measures, keep Total and Untaxed Total
6. Click Total above the rows → Choose Product

🔍 Insight:
David sees spending on Bike Friends dropped significantly in June compared to May  confirming the strategy worked.