Purchase Analysis report¶
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 .
重要
The Purchase Analysis report is one of many reports available across the Odoo app suite. This documentation only covers the measures specific to the 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 reporting essentials.
测量¶
Measures refer to the various datasets that can be displayed on the Purchase Analysis report, with each dataset representing a key statistic about POs or products. To choose a measure, click the Measures button, and select one of the options from the drop-down menu:
# of Lines: The number of PO order lines, across all POs.
Average Cost: The average cost of POs.
Days to Confirm: The number of days it takes to confirm a PO.
Days to Receive: The number of days it takes to receive the products in a PO.
Gross Weight: The total weight of purchased products.
Qty Billed: The quantity of a product (or products) for which the vendor has already been billed.
Qty Ordered: The quantity of a product (or products) ordered.
Qty Received: The quantity of an ordered product (or products) received.
Qty to be Billed: The quantity of an ordered product (or products) for which the vendor has yet to be billed.
Total: The total amount spent, including tax.
Untaxed Total: The total amount spent, excluding tax. This measure is selected by default.
Volume: The total volume of ordered products, for products which are measured by volume.
Count: The total count of POs.
小技巧
Only one measure can be selected at a time when one of the (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 (pivot table).
Use case: determine days to receive products from each vendor¶
One possible use case for the 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 , and selecting the (bar chart) graph type at the top of the report.
Next, he clicks the (toggle) button on the right of the search bar to open its drop-down menu. In the Confirmation Date filter section, he makes sure that only the 2024 filter is enabled. Then, he selects the Vendor option in the Group By section, before clicking away from the drop-down menu to close it.
Finally, David clicks on the Measures drop-down menu, and selects the Days to Receive option.
With all of these options enabled, the 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.
Use case: compare vendor POs for two time periods¶
Another use for the 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
根据 前例，Bike Haus 决定减少从其零售商之一 Bike Friends 购买产品的数量已经一个月了。Bike Haus 的采购经理 David 希望了解这一决定对他们在 Bike Friends 产品上花费的金额的影响。
David 首先导航到 。然后，他选择屏幕顶部的 (pivot table) 选项。
他在搜索栏中输入 Bike Friends，然后点击 输入，这样报告就只显示从 Bike Friends 购买的数据。
然后，David 点击搜索栏右侧的 （切换） 按钮打开下拉菜单。在 确认日期 字段中，他启用了 六月 和 2024 筛选器。他还在 比较 部分中选择 确认日期：上一时期，然后点击下拉菜单关闭。
接下来，David 点击 措施 下拉菜单。他启用了 总计 和 未税总计 数据集，并禁用了 订单 和 计数 数据集。
最后，David 点击数据透视表中各行上方的 总计 按钮，并选择 产品 选项。
配置所有这些选项后，采购分析 报告将显示一个数据透视表，比较当前月份（6 月）和上个月（5 月）的采购数据。
数据透视表分为两大列：一列是未征税支出总额，另一列是已征税支出总额。这两列又分为三个小列：5 月份支出额、6 月份支出额以及两个月之间的差异（以百分比表示）。
在数据透视表的左侧，显示了六月份从 Bike Friends 购买的每件产品的一行。通过这份报告，David 可以看到，与上个月相比，Bike Haus 在从 Bike Friends 购买产品上花费的钱要少得多。