Reporting
In Odoo 19, the Purchase module includes a powerful reporting framework that allows organizations to thoroughly analyze procurement activities. Accessible from the Reporting menu, the Purchase Analysis dashboard provides an interactive interface for generating reports across multiple time periods, such as daily, monthly, or yearly, enabling informed evaluations of purchasing trends.
The dashboard supports several visualization formats, including line charts, bar graphs, and pie charts, all of which can be sorted in ascending or descending order.
Key performance indicators available for analysis include Average Cost, Days to Confirm, Days to Receive, Effective Days To Arrival, Gross Weight, Qty Billed, Qty Ordered, Qty Received, Qty to be Billed, Untaxed Total, Total, Volume, and Count.
You can further refine reports using built-in filters such as Requests for Quotation, Purchase Orders, Order Deadline and Confirmation Date. Custom filters can also be created to satisfy specific analytical requirements using the ‘Custom Filter’ option.
Grouping options provide deeper insights by allowing data to be organized based on parameters like Vendor, Vendor Country, Buyer, Product, Product Category, Status, Company, Order Deadline, and Confirmation Date. Custom groupings can be configured to match unique business needs using the ‘Custom Group’ option.
For detailed data exploration, the Pivot View presents information in an expandable table format. Users can add multiple ‘Measures’ and grouping dimensions to analyze procurement data at a granular level.
Reports can also be exported to spreadsheets for offline evaluation or integrated into dashboards for real-time tracking using the ‘Insert in Spreadsheet’ button. Then, you can flip pivot view axis, expand pivot data and download xlsx sheet using the Flip axis, Expand all and Download xlsx icons provided at the top left corner of the page.
Overall, the reporting features in the Odoo 19 Purchase module equip businesses with comprehensive tools for procurement analysis, supporting data-driven decision-making and strategic planning.
In conclusion, the Odoo 19 Purchase module delivers a complete solution for managing procurement operations by automating RFQs, purchase orders, vendor pricing, and supplier relationships. Its seamless integration with other modules enhances control over inventory, costs, and supplier performance, resulting in streamlined operations and improved financial efficiency.