Analyzing purchase data is essential for optimizing procurement processes and making informed business decisions. Odoo 18’s Purchase module offers a powerful Purchase Analysis report that provides detailed statistics on purchase orders, helping businesses gain insights into their purchasing trends. This blog will guide you through the features of the Purchase Analysis report and how to leverage it for better procurement management.
The Purchase Analysis report offers valuable metrics on products ordered and received, the time taken to process purchase orders, and other key performance indicators. This data enables businesses to evaluate supplier performance, streamline operations, and improve decision-making. To access the Purchase Analysis report in Odoo, navigate to Purchase app > Reporting > Purchase.
The Line graph shows the purchases' untaxed totals according to the dates of confirmation. You can see the Confirmation dates on the X-axis and the Untaxed Amount on the Y-axis.
Key Measures in the Purchase Analysis Report
The Purchase Analysis report in Odoo 18 offers a wide range of measures that provide valuable insights into purchase order (PO) performance and product statistics. These measures represent different datasets that can be displayed in the report, helping businesses focus on specific aspects of their procurement activities.
To select a measure, click on the Measures button in the report and choose from the drop-down menu.
* # of Lines: Displays the number of purchase order lines across all POs.
* Average Cost: Shows the average cost of purchase orders.
* Days to Confirm: Represents the number of days it takes to confirm a purchase order.
* Days to Receive: Indicates the time taken to receive the products in a PO.
* Gross Weight: Calculates the total weight of the purchased products.
* Qty Billed: The quantity of products for which the vendor has already been billed.
* Qty Ordered: The total quantity of products ordered in the POs.
* Qty Received: The quantity of products received from the total ordered.
* Qty to be Billed: The quantity of products yet to be billed by the vendor.
* Total: The total amount spent on POs, including tax.
* Untaxed Total: The total amount spent excluding tax, which is the default measure.
* Volume: Represents the total volume of ordered products for those measured by volume.
* Count: Displays the total count of purchase orders.
These measures enable businesses to evaluate their procurement efficiency, track progress, and identify areas for improvement, making the Purchase Analysis report an indispensable tool for data-driven decision-making.
Advanced Search Bar and Filter Options
Odoo features a powerful Advanced Search Bar integrated into its user interface, offering an intuitive way to filter, sort, and organize data efficiently. This compact yet comprehensive tool functions like a mega menu on a webpage, providing users with quick access to advanced options.
By clicking on the search bar, users can open a detailed window with multiple functionalities, including:
* Filters to refine search results.
* Group By options to categorize data dynamically.
* Comparison tools to analyze data across different timeframes or criteria.
* Favorites to save and reuse frequently used search parameters.
This versatile tool enhances productivity and simplifies data management within Odoo’s ecosystem.
Users can filter results based on various criteria, such as Request for Quotation, Purchase Orders, Confirmation Date Last Year, Order Date, and Confirmation Date. Additionally, the “Add Custom Filter” feature allows users to define and apply personalized filters to meet specific reporting needs.
The “Group By” section enables users to organize reports using predefined categories such as Company, Product Category, Status, Order Date, Confirmation Date, Vendor, Vendor Country, and Purchase Representative. For even greater flexibility, users can create custom groupings through the “Add Custom Group” button.
Using the “Comparison” option, users can compare current reports with data from the Previous Period or Previous Years, particularly when filtering by Confirmation Date. Important or frequently used search criteria can also be saved in the “Favorites” section for quick access.
For visual representation, the platform offers a variety of chart formats, including Bar Charts, Line Charts, Stacked, Cumulative, and Pie Charts. Both Line and Bar Charts can be sorted in ascending or descending order based on user preferences.
Below is an example of a Bar Chart view illustrating the report data.
The Bar graph shows the purchases' untaxed totals according to the dates of confirmation. You can see the Confirmation dates on the X-axis and the Untaxed Amount on the Y-axis.
Below is an example of a Pie Chart view illustrating the report data.
Below is an example of a line chart with cumulative and stacked Chart view illustrating the report data.
Pivot View
Selecting the “Pivot” icon provides a detailed pivot table view of the purchase report, offering a structured and data-centric perspective, as illustrated below.
The Pivot View in the Purchase Analysis report allows users to organize and analyze data in a tabular format, offering insights into purchases through customizable rows, columns, and measures. This view enables easy data manipulation, including expanding, collapsing, or rearranging fields for a more detailed breakdown of purchase statistics.
Businesses can utilize the Purchase Analysis report to assess vendor delivery performance, enabling informed decisions when selecting reliable suppliers. Another application of the Purchase Analysis report is comparing key purchase order statistics across two different time periods for a specific vendor. This enables businesses to easily track and evaluate changes in purchase trends with that vendor over time.
The Purchase Analysis report in Odoo 18 is a powerful tool for gaining valuable insights into purchasing activities. By leveraging its features, such as advanced measures, filtering, grouping, and visualizations, businesses can make data-driven decisions to optimize procurement processes and enhance overall efficiency. With its user-friendly interface and flexible reporting options, Odoo simplifies the analysis of purchase data, enabling organizations to stay informed and achieve better operational outcomes.
To read more about An Overview of Purchase Report in Odoo 17 Purchase App, refer to our blog An Overview of Purchase Report in Odoo 17 Purchase App.