e98c22f19e
Most of the docs removed were easy/basic and explained under Odoo Learn. As many docs were removed, it was necessary to restructre and rename the docs that I kept. Kept docs will be updated next. Co-authored-by: Xavier (xpl) <“xpl@odoo.com”>
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=======================================
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Analyze the performance of your vendors
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If your company regularly buys products from several suppliers, it would
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be useful to get statistics on your purchases. There are several reasons
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to track and analyze your vendor's performance :
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- You can see how dependant from a supplier your company is;
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- you can negotiate discounts on prices;
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- You can check the average delivery time per supplier;
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- Etc.
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For example, an IT products reseller that issues dozens of purchase
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orders to several suppliers each week may want to measure for each
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product the total price paid for each vendor and the delivery delay. The
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insights gathered by the company will help it to better analyze,
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forecast and plan their future orders.
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Configuration
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=============
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Install the Purchase Management module
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--------------------------------------
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From the **Apps** menu, search and install the **Purchase Management**
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module.
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.. image:: media/analyze03.png
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:align: center
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Issue some purchase orders
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--------------------------
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Of course, in order to analyze your vendors' performance, you need to
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issue some **Request For Quotations** (RfQ) and confirm some **Purchase
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Orders**.
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Analyzing your vendors
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======================
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Generate flexible reports
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-------------------------
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You have access to your vendors' performances on the Reports menu.
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By default, the report groups all your purchase orders on a pivot table
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by **total price**, **product quantity** and **average price** for the **each month**
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and for **each supplier**. Simply by accessing this basic report, you can
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get a quick overview of your actual performance. You can add a lot of
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extra data to your report by clicking on the **Measures** icon.
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.. image:: media/analyze04.png
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:align: center
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.. tip::
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By clicking on the **+** and **-** icons, you can drill up and down
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your report in order to change the way your information is displayed.
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For example, if I want to see all the products bought for the current
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month, I need to click on the **+** icon on the vertical axis and
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then on "Products".
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Depending on the data you want to highlight, you may need to display
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your reports in a more visual view. You can transform your report in
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just a click in 3 graph views : a **Pie Chart**, a **Bar Chart** and a **Line
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Chart**: These views are accessible through the icons highlighted on the
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screenshot below.
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.. image:: media/analyze02.png
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:align: center
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.. note::
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On the contrary to the pivot table, a graph can only
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be computed with one dependent and one independent measure.
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Customize reports
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=================
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You can easily customize your purchase reports depending on your needs.
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To do so, use the **Advanced search view** located in the right hand side
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of your screen, by clicking on the magnifying glass icon at the end of
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the search bar button. This function allows you to highlight only
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selected data on your report. The **filters** option is very useful in
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order to display some categories of datas, while the **Group by** option
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improves the readability of your reports. Note that you can filter and
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group by any existing field, making your customization very flexible and
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powerful.
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.. image:: media/analyze01.png
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:align: center
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.. tip::
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You can save and reuse any customized filter by clicking
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on **Favorites** from the **Advanced search view** and
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then on **Save current search**. The saved filter will
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then be accessible from the **Favorites** menu.
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