diff --git a/purchase/advanced/analyze.rst b/purchase/advanced/analyze.rst index c8f8a4835..3e96aef1b 100644 --- a/purchase/advanced/analyze.rst +++ b/purchase/advanced/analyze.rst @@ -1,99 +1,122 @@ -======================================= -Analyze the performance of your vendors -======================================= +========================================= +Analyze the performance of your purchases +========================================= -If your company regularly buys products from several suppliers, it would -be useful to get statistics on your purchases. There are several reasons -to track and analyze your vendor's performance : +If your company regularly purchases products, you have several reasons to track and analyze your +performance. The insights gathered can help you to better forecast and plan your future orders. For +example, you can assess if your business is dependent on particular vendors, and the data can help +you negotiate discounts on prices. -- You can see how dependant from a supplier your company is; +Generate customized reports +=========================== -- you can negotiate discounts on prices; +Go to *Reporting* to access the purchase analysis. Simply by accessing the reporting dashboard, you +can get a quick overview of your actual performance. By default, the reporting dashboard displays a +line chart presenting the untaxed amount of your purchase orders per day, and below it, key metrics +and a pivot table. -- You can check the average delivery time per supplier; +.. image:: media/analyze-reporting-dashboard.png + :align: center + :alt: Reporting dashboard in Odoo Purchase -- Etc. +While the data initially presented is useful, there are several tools and features you can use to +get even more insights on your purchases. -For example, an IT products reseller that issues dozens of purchase -orders to several suppliers each week may want to measure for each -product the total price paid for each vendor and the delivery delay. The -insights gathered by the company will help it to better analyze, -forecast and plan their future orders. +Use filters to select the data you need +--------------------------------------- -Configuration -============= +Odoo offers several default filters you can use and combine by clicking on *Filters*. When you +select one or several filters, Odoo looks for all the orders that match at least one of the filters +you have chosen and populates the chart, key metrics, and pivot table with the data. The +pre-configured filters are: -Install the Purchase Management module --------------------------------------- +#. All *Requests for Quotation* -From the **Apps** menu, search and install the **Purchase Management** -module. +#. All *Purchase Orders*, except canceled ones -.. image:: media/analyze03.png - :align: center +#. *Confirmation Date Last Year* includes all orders that were confirmed the previous year, + canceled purchase orders included -Issue some purchase orders --------------------------- +#. *Order Date* includes all orders - request for quotations and purchases orders (canceled ones + included) - depending on their date of creation -Of course, in order to analyze your vendors' performance, you need to -issue some **Request For Quotations** (RfQ) and confirm some **Purchase -Orders**. +#. *Confirmation Date* includes all confirmed orders, canceled ones included, depending on their + date of confirmation -Analyzing your vendors -====================== - -Generate flexible reports -------------------------- - -You have access to your vendors' performances on the Reports menu. -By default, the report groups all your purchase orders on a pivot table -by **total price**, **product quantity** and **average price** for the **each month** -and for **each supplier**. Simply by accessing this basic report, you can -get a quick overview of your actual performance. You can add a lot of -extra data to your report by clicking on the **Measures** icon. - -.. image:: media/analyze04.png - :align: center +.. note:: + When you have to select a period, you can use multiple years, and, with at least one year + selected, multiple quarters and the three most recent months. .. tip:: - By clicking on the **+** and **-** icons, you can drill up and down - your report in order to change the way your information is displayed. - For example, if I want to see all the products bought for the current - month, I need to click on the **+** icon on the vertical axis and - then on "Products". + If you use the *Order Date* or *Confirmation Date* filters, the *Comparison* feature appears next + to *Filters*. It enables you to compare the period you filtered with the previous one. +.. image:: media/analyze-filters.png + :align: center + :alt: Reporting filters in Odoo Purchase -Depending on the data you want to highlight, you may need to display -your reports in a more visual view. You can transform your report in -just a click in 3 graph views : a **Pie Chart**, a **Bar Chart** and a **Line -Chart**: These views are accessible through the icons highlighted on the -screenshot below. +Add custom filters +~~~~~~~~~~~~~~~~~~ -.. image:: media/analyze02.png - :align: center +Thanks to the 31 filtering options to choose from, the possibilities of your customizing your +dataset are almost limitless. Go to :menuselection:`Filters --> Add Custom Filter`, specify the +condition the filtering option should meet (e.g. *is equal to*, *contains*, etc.), and click on +*Apply*. If you want to select orders matching several conditions simultaneously (*and* operator), +repeat the process to add another custom filter. If you want to use the *or* operator, don't +click on *Apply*, and click on *Add a condition* instead. Once you have added all the desired +filtering options, click on *Apply*. -.. note:: - On the contrary to the pivot table, a graph can only - be computed with one dependent and one independent measure. +.. image:: media/analyze-custom-filter.png + :align: center + :alt: Custom reporting filter in Odoo Purchase -Customize reports -================= +.. tip:: + To avoid having to recreate custom filters every time, save them by clicking on + :menuselection:`Favorites --> Save current search --> Save`. The customized search filter can + then be accessed by clicking on *Favorites* or can even be set as the default filter when you + open the reporting dashboard. -You can easily customize your purchase reports depending on your needs. -To do so, use the **Advanced search view** located in the right hand side -of your screen, by clicking on the magnifying glass icon at the end of -the search bar button. This function allows you to highlight only -selected data on your report. The **filters** option is very useful in -order to display some categories of datas, while the **Group by** option -improves the readability of your reports. Note that you can filter and -group by any existing field, making your customization very flexible and -powerful. +Measure exactly what you need +----------------------------- -.. image:: media/analyze01.png - :align: center +Before selecting what you want to measure, you need to decide whether you prefer using the graph +view or the pivot view. By default, the dashboard presents both views. However, the measures you +select won't be applied to both views. You can access each view separately by clicking on the icons +at the top right of the dashboard. -.. tip:: - You can save and reuse any customized filter by clicking - on **Favorites** from the **Advanced search view** and - then on **Save current search**. The saved filter will - then be accessible from the **Favorites** menu. +.. image:: media/analyze-switch-view.png + :align: center + :alt: Switch reporting view in Odoo Purchase + +Visualize your data +~~~~~~~~~~~~~~~~~~~ + +You can transform the main graph in just a click by selecting one of the three charts: bar, line or +pie. Fourteen different measures are available, but you can only use one at a time. However, you can +group the measure using one or several of the 19 *Groups*. + +.. image:: media/analyze-graph-view.png + :align: center + :alt: Reporting graph view in Odoo Purchase + +For bar and line charts, the selected measure is your y-axis, and the first group you select is used +to create the x-axis. Adding more group adds additional lines (line chart) or transforms your bar +chart into a stacked bar chart. For pie charts, the more groups you select, the more slices are +displayed. + +Explore your data +~~~~~~~~~~~~~~~~~ + +The pivot table view enables you to explore your data in great detail. Unlike the graph view, the +pivot table enables you to add several measures at the same time. By clicking on *Measures* or on +the **+** sign in the *Total* column, you can add as many as you want, each assigned to a new +column. By clicking on the **+** sign in the *Total* row, you can add *Groups*. If you click on a +group's **+** sign, you can add a sub-group, and so on. + +.. image:: media/analyze-pivot-view.png + :align: center + :alt: Pivot table view in Odoo Purchase + +.. tip:: + You can insert your pivot table's data directly in the Spreadsheet app or export it as an Excel + file. \ No newline at end of file diff --git a/purchase/advanced/media/analyze-custom-filter.png b/purchase/advanced/media/analyze-custom-filter.png new file mode 100644 index 000000000..565f7552b Binary files /dev/null and b/purchase/advanced/media/analyze-custom-filter.png differ diff --git a/purchase/advanced/media/analyze-filters.png b/purchase/advanced/media/analyze-filters.png new file mode 100644 index 000000000..1c832b156 Binary files /dev/null and b/purchase/advanced/media/analyze-filters.png differ diff --git a/purchase/advanced/media/analyze-graph-view.png b/purchase/advanced/media/analyze-graph-view.png new file mode 100644 index 000000000..35f625690 Binary files /dev/null and b/purchase/advanced/media/analyze-graph-view.png differ diff --git a/purchase/advanced/media/analyze-pivot-view.png b/purchase/advanced/media/analyze-pivot-view.png new file mode 100644 index 000000000..5a9441d6f Binary files /dev/null and b/purchase/advanced/media/analyze-pivot-view.png differ diff --git a/purchase/advanced/media/analyze-reporting-dashboard.png b/purchase/advanced/media/analyze-reporting-dashboard.png new file mode 100644 index 000000000..f30b9b5cf Binary files /dev/null and b/purchase/advanced/media/analyze-reporting-dashboard.png differ diff --git a/purchase/advanced/media/analyze-switch-view.png b/purchase/advanced/media/analyze-switch-view.png new file mode 100644 index 000000000..5a7b4342f Binary files /dev/null and b/purchase/advanced/media/analyze-switch-view.png differ diff --git a/purchase/advanced/media/analyze01.png b/purchase/advanced/media/analyze01.png deleted file mode 100644 index ada4c016d..000000000 Binary files a/purchase/advanced/media/analyze01.png and /dev/null differ diff --git a/purchase/advanced/media/analyze02.png b/purchase/advanced/media/analyze02.png deleted file mode 100644 index 26a628579..000000000 Binary files a/purchase/advanced/media/analyze02.png and /dev/null differ diff --git a/purchase/advanced/media/analyze03.png b/purchase/advanced/media/analyze03.png deleted file mode 100644 index d19d3bf73..000000000 Binary files a/purchase/advanced/media/analyze03.png and /dev/null differ diff --git a/purchase/advanced/media/analyze04.png b/purchase/advanced/media/analyze04.png deleted file mode 100644 index 001e75c00..000000000 Binary files a/purchase/advanced/media/analyze04.png and /dev/null differ