diff --git a/content/applications/inventory_and_mrp/purchase/advanced.rst b/content/applications/inventory_and_mrp/purchase/advanced.rst index eebf0c8ba..a37fca906 100644 --- a/content/applications/inventory_and_mrp/purchase/advanced.rst +++ b/content/applications/inventory_and_mrp/purchase/advanced.rst @@ -8,3 +8,4 @@ Advanced :titlesonly: advanced/analyze + advanced/vendor_costs_report diff --git a/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst new file mode 100644 index 000000000..372ec3433 --- /dev/null +++ b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst @@ -0,0 +1,103 @@ +=================== +Vendor costs report +=================== + +.. |RFQ| replace:: :abbr:`RfQ (Request for Quotation)` +.. |RFQs| replace:: :abbr:`RfQs (Requests for Quotation)` +.. |POs| replace:: :abbr:`POs (Purchase Orders)` +.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon + +With the *Purchase* application, users can track the fluctuation of vendor costs over time. This +allows users to identify the most expensive vendors, and track seasonal changes. + +Create vendor costs reports +=========================== + +To create a vendor costs report, first navigate to :menuselection:`Purchase app --> Reporting --> +Purchase` to open the :guilabel:`Purchase Analysis` dashboard. By default, the dashboard displays a +line chart overview of the :guilabel:`Untaxed Total` of POs (Purchase Orders) with a +:guilabel:`Confirmation Date` for the current month, or of RFQs (Requests for Quotation) with a +status of *Draft*, *Sent, or *Cancelled*. + +Add filters and groups +---------------------- + +On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon to switch to pivot view. + +Remove any default filters from the :guilabel:`Search...` bar. Then, click the |caret| to open the +drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and +:guilabel:`Favorites` columns. + +.. note:: + Unless otherwise specified, the report displays data from both |RFQs| and |POs|. This can be + changed by selecting either :guilabel:`Requests for Quotation` or :guilabel:`Purchase Orders` + under the :guilabel:`Filters` column. + +Under the :guilabel:`Filters` column, select a date range to use for comparison. The report can be +filtered by either :guilabel:`Order Date` or :guilabel:`Confirmation Date`. Choose one from the +list, and click the |caret| to specify the date range, either by month, quarter, or year. + +Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. Then, select +:guilabel:`Product`, which is also located in the :guilabel:`Group By` column. + +.. note:: + Selecting :guilabel:`Product` is **not** required for this report. However, it is recommended, as + it provides additional insight into the performance of individual vendors. Additional selections + can be made under the :guilabel:`Group by` heading as well, including :guilabel:`Product + Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`. + + To ensure the report is generated correctly, make sure that :guilabel:`Vendor` is the **first** + selection made under the :guilabel:`Group By` column. + +Next, make a selection under the :guilabel:`Comparison` heading. These options are only available +after the date range is selected under the :guilabel:`Filters` column, and vary based on that range. +:guilabel:`Previous Period` adds a comparison to the previous period, such as the last month or +quarter. :guilabel:`Previous Year` compares the same time period from the previous year. + +.. note:: + While multiple time-based filters can be added at once, only one comparison can be selected at a + time. + +.. image:: vendor_costs_report/filters-groups.png + :align: center + :alt: The drop-down menu of filters, group by and comparison options for the vendor costs report. + +Add measures +------------ + +After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Comparison` settings, +click out of the drop-down menu. + +By default, the report displays with the following measures: :guilabel:`Order`, :guilabel:`Total`, +:guilabel:`Untaxed Total`, and :guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open +the drop-down list of available measures. Click :guilabel:`Average Cost` to add it to the report. +Select any additional measures to add to the report, or click on any of the already selected +measures to remove them, if desired. + +.. tip:: + It is recommended to run the report with at least :guilabel:`Average Cost`, :guilabel:`Total`, or + :guilabel:`Untaxed Total` selected from the :guilabel:`Measures` list. Additional measures, such + as :guilabel:`Days to Receive`, can be added to provide additional insights. + +View results +============ + +The vendor costs report is displayed in the *pivot* view, by default. Click :guilabel:`Insert in +Spreadsheet` to add the pivot view into an editable spreadsheet format within the *Documents* app. + +.. important:: + The :guilabel:`Insert in Spreadsheet` option is only available if the *Documents Spreadsheet* + module is installed. + +.. image:: vendor_costs_report/sample-vendor-report.png + :align: center + :alt: A sample of a vendor costs report with the measures set as total and average costs. + +.. note:: + The vendor costs report is also available in *graph* view. Click the :icon:`fa-area-chart` + :guilabel:`(area chart)` icon to change to graph view. Click the corresponding icon at the top of + the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` + :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`. + +.. seealso:: + To save this report as a *favorite*, see :ref:`search/favorites`. diff --git a/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/filters-groups.png b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/filters-groups.png new file mode 100644 index 000000000..edb7c504d Binary files /dev/null and b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/filters-groups.png differ diff --git a/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/sample-vendor-report.png b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/sample-vendor-report.png new file mode 100644 index 000000000..d9bc9ebe1 Binary files /dev/null and b/content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report/sample-vendor-report.png differ