documentation/content/applications/inventory_and_mrp/purchase/advanced/analyze.rst

========================
Purchase Analysis report
========================

.. |PO| replace:: :abbr:`PO (purchase order)`
.. |POs| replace:: :abbr:`POs (purchase orders)`

The *Purchase Analysis* report provides statistics about products purchased using Odoo's
**Purchase** app. This data is useful for gaining a deeper understanding of key metrics related to
purchase orders (POs), including the quantity of products ordered and received, the amount of time
it takes to receive purchased products, and more.

To open the Purchase Analysis report, navigate to :menuselection:`Purchase app --> Reporting -->
Purchase`.

.. important::
   The :guilabel:`Purchase Analysis` report is one of many reports available across the Odoo app
   suite. This documentation only covers the measures specific to the :guilabel:`Purchase Analysis`
   report, along with a few use case examples.

   For a full overview of the basic features available in most Odoo reports, see the documentation
   on :doc:`reporting essentials <../../../essentials/reporting>`.

Measures
========

*Measures* refer to the various datasets that can be displayed on the :guilabel:`Purchase Analysis`
report, with each dataset representing a key statistic about |POs| or products. To choose a measure,
click the :guilabel:`Measures` :icon:`fa-caret-down` button, and select one of the options from the
drop-down menu:

- :guilabel:`# of Lines`: The number of |PO| order lines, across all |POs|.
- :guilabel:`Average Cost`: The average cost of |POs|.
- :guilabel:`Days to Confirm`: The number of days it takes to confirm a |PO|.
- :guilabel:`Days to Receive`: The number of days it takes to receive the products in a |PO|.
- :guilabel:`Gross Weight`: The total weight of purchased products.
- :guilabel:`Qty Billed`: The quantity of a product (or products) for which the vendor has already
  been billed.
- :guilabel:`Qty Ordered`: The quantity of a product (or products) ordered.
- :guilabel:`Qty Received`: The quantity of an ordered product (or products) received.
- :guilabel:`Qty to be Billed`: The quantity of an ordered product (or products) for which the
  vendor has yet to be billed.
- :guilabel:`Total`: The total amount spent, including tax.
- :guilabel:`Untaxed Total`: The total amount spent, excluding tax. This measure is selected by
  default.
- :guilabel:`Volume`: The total volume of ordered products, for products which are measured by
  volume.
- :guilabel:`Count`: The total count of |POs|.

.. tip::
   Only one measure can be selected at a time when one of the :icon:`fa-area-chart`
   :guilabel:`(graph view)` options is enabled. However, multiple measures, and varying group-by
   criteria (on the x and y axes), can be selected when using the :icon:`oi-view-pivot`
   :guilabel:`(pivot table)`.

.. _purchase/purchase-analysis-example:

Use case: determine days to receive products from each vendor
=============================================================

One possible use case for the :guilabel:`Purchase Analysis` report is determining how long each
vendor takes to deliver purchased items. This allows companies to make better informed decisions
about which vendors they want to purchase from.

.. example::
   A local bike shop, *Bike Haus*, sells high-quality unicycles, bicycles, tricycles, and all the
   accessories needed to ride and maintain them. They purchase their inventory from a few different
   vendors, and then sell those products on to customers through their storefront.

   Recently, Bike Haus has decided to have their purchasing manager, David, look into how long it
   has taken each of their vendors to deliver the items they've purchased during the current year,
   2024.

   David starts by navigating to :menuselection:`Purchase app --> Reporting --> Purchase`, and
   selecting the :icon:`fa-bar-chart` (bar chart) graph type at the top of the report.

   Next, he clicks the :icon:`fa-caret-down` :guilabel:`(toggle)` button on the right of the search
   bar to open its drop-down menu. In the :guilabel:`Confirmation Date` filter section, he makes
   sure that **only** the :guilabel:`2024` filter is enabled. Then, he selects the
   :guilabel:`Vendor` option in the :guilabel:`Group By` section, before clicking away from the
   drop-down menu to close it.

   Finally, David clicks on the :guilabel:`Measures` :icon:`fa-caret-down` drop-down menu, and
   selects the :guilabel:`Days to Receive` option.

   With all of these options enabled, the :guilabel:`Purchase Analysis` report shows a bar chart,
   with one bar for each vendor, representing the average number of days it takes to receive
   products purchased from the vendor.

   Using this data, David can see that it takes Bike Friends over 4.5 days, on average, to deliver
   purchased products. This is more than four times the amount of time it takes any other vendor.

   Based on these findings, David makes the decision to reduce the quantity of products purchased
   from Bike Friends.

   .. image:: analyze/dtr.png
      :align: center
      :alt: The Purchase report, showing the average days to receive products from vendors.

Use case: compare vendor POs for two time periods
=================================================

Another use for the :guilabel:`Purchase Analysis` report is to compare key statistics about |POs|
for two different time periods, for a specific vendor. By doing so, it is easy to understand how
purchases from the vendor have increased or decreased.

.. example::
   Following the :ref:`previous example <purchase/purchase-analysis-example>`, it has been one month
   since Bike Haus decided to reduce the quantity of products purchased from Bike Friends, one of
   their retailers. Bike Haus' purchasing manager, David, wants to understand the impact this
   decision has had on the amount of money they have spent on Bike Friends products.

   David starts by navigating to :menuselection:`Purchase app --> Reporting --> Purchase`. Then, he
   selects the :icon:`oi-view-pivot` :guilabel:`(pivot table)` option at the top of the screen.

   In the search bar, he types `Bike Friends`, and clicks :guilabel:`Enter`, so the report only
   shows data for purchases from Bike Friends.

   Then, David clicks the :icon:`fa-caret-down` :guilabel:`(toggle)` button on the right of the
   search bar to open its drop-down menu. In the :guilabel:`Confirmation Date` field, he leaves the
   :guilabel:`June` and :guilabel:`2024` filters enabled. He also selects :guilabel:`Confirmation
   Date: Previous Period` in the :guilabel:`Comparison` section, before clicking away from the
   drop-down menu to close it.

   Next, David clicks on the :guilabel:`Measures` :icon:`fa-caret-down` drop-down menu. He leaves
   the :guilabel:`Total` and :guilabel:`Untaxed Total` datasets enabled, and disables the
   :guilabel:`Order` and :guilabel:`Count` datasets.

   Finally, David clicks the :icon:`fa-minus-square-o` :guilabel:`Total` button above the rows on
   the pivot table, and selects the :guilabel:`Product` option.

   With all of these options configured, the :guilabel:`Purchase Analysis` report shows a pivot
   table comparing purchase data for the current month, June, with the previous month, May.

   The pivot table is broken down into two main columns: one for the untaxed total spent, and one
   for the taxed total spent. These columns are further broken down into three smaller columns: the
   amount spent in May, the amount spent in June, and the variation between the two months,
   represented as a percentage.

   On the left side of the pivot table, one row is shown for each product purchased from Bike
   Friends during June. Using this report, David is able to see that Bike Haus has spent much less
   money on products purchased from Bike Friends, compared to the previous month.

   .. image:: analyze/comparison.png
      :align: center
      :alt: The Purchase report, comparing the amount spent at a vendor.