4. Reporting Menu
In Odoo 18, the Purchase module offers a robust reporting system
that enables businesses to analyze procurement activities
comprehensively. Accessible via the Reporting menu, the Purchase
Analysis dashboard provides a dynamic interface for generating
reports based on various timeframes daily, monthly, or annually by
facilitating insightful evaluations of purchasing trends.
The dashboard supports multiple visualization formats, including
line, bar, and pie charts, which can be sorted in ascending or
descending order to suit analytical preferences. Key performance
indicators available for measurement encompass metrics such as
Average Cost, Days to Confirm, Days to Receive, Gross Weight,
Quantity Billed, Quantity Ordered, Quantity Received, Quantity to be
Billed, Total, Untaxed Total, Volume, and Count.
To refine data analysis, users can apply various filters like Request
for Quotations, Purchase Orders, Confirmation Date Last Year, Order
Date, and Confirmation Date. The system also allows for the creation
of custom filters to meet specific reporting needs.
Grouping options enhance the analytical depth, enabling reports to be
organized by criteria such as Vendor, Vendor Country, Purchase
Representative, Product, Product Category, Status, Company, Order
Date, and Confirmation Date. Custom groupings can be established to
align with unique business requirements.
For detailed data examination, the Pivot view offers an expandable
table format, allowing users to delve into specific data points.
This view supports the addition of multiple measures and group-by
dimensions, providing a granular perspective on procurement data.
Furthermore, reports can be exported to spreadsheets for offline
analysis or integrated into dashboards for real-time monitoring.
Overall, the reporting capabilities in Odoo 18's Purchase module
furnish businesses with the tools necessary for effective
procurement analysis, aiding in strategic decision-making and
In conclusion, the Odoo 18 Purchase module is a comprehensive
solution for managing procurement processes, automating tasks like
RFQs, purchase orders, and vendor management. It integrates
seamlessly with other modules, ensuring better control over stock,
pricing, and supplier relationships, leading to smoother operations
and improved cost management.