What this report is for
The Purchase report follows your purchase orders from registration to delivery. It helps you answer:
How much are we ordering, and from whom?
Do our suppliers deliver on time, and how long do we wait?
What is coming in, and is it confirmed?
Which order lines need action from us or from the supplier?
Page | Use it when you want to… |
Overview | See order volume and value, and your main suppliers. |
Delivery performance | Check how reliably and how fast suppliers deliver. |
Delivery calendar | See upcoming deliveries and whether they’re confirmed. |
Order status | Work through individual order lines and their required actions. |
Filters
Supplier: show one or more suppliers. All pages follow it.
Registration date: the period in which orders were registered. Default is the last 12 months.
Data as of: when the data was last updated.
Use the tabs under the title to switch pages. Filters stay applied.
Most charts show your top 3 suppliers by number of orders so they stay readable. To look at another supplier, choose it in the Supplier filter.
Key terms
Term | Meaning |
Order / order line | One purchase order can contain several lines, one per product. |
Active SKUs | Distinct products (article numbers) ordered in the period. |
Manufacturers | Distinct manufacturers behind the products. The supplier is who you buy from, the manufacturer is who made it. |
Lead time / delivery horizon (days) | Days from order registration to delivery date. Shows how far ahead you need to order. |
On-time delivery | Share of order lines delivered on or before the agreed delivery date. |
Delivery date shift (days) | How many days the delivery date has moved compared with the date you requested. 0 = delivered as requested. A higher value means the supplier has pushed deliveries later. |
Price change (%) | How much the confirmed price differs from the ordered price. Positive = more expensive. |
Confirmed / Unconfirmed | Whether the supplier has confirmed the order line (date and price). |
Action status | Who needs to do something next: Ready = nothing to do, Supplier action = waiting for the supplier (for example confirmation), Buyer action = you need to act (for example accept a new date or price). |
Overview
KPI cards: orders, order lines, value ordered, number of manufacturers and active SKUs in the period.
Orders per month by supplier: order trend for your three biggest suppliers. Peaks show when you place most orders, and a drop can mean a change in sourcing.
Value ordered by supplier: where your purchasing money goes. A supplier with few orders can still be your largest in value.
Delivery horizon by supplier: how many days ahead you typically order from each supplier. Use it for planning: with a long horizon you need to order earlier.
Delivery performance
KPI cards:
On-time delivery: share of lines delivered on time;
Average lead time: days from order to delivery;
Delivery date shift: average days deliveries were pushed back;
Price change: average change between ordered and confirmed price.
On-time delivery per month by supplier is the key chart on this page.
How to read it:
A high, flat line is a reliable supplier.
A line that swings is a supplier whose performance is unpredictable. That’s often harder to plan around than a lower but stable one.
A dip in one month that hits all suppliers usually points to a common cause, such as holidays or a transport disruption. A dip for one supplier only is a topic for that supplier.
Average lead time by supplier shows how long you wait per supplier. Compare it with on-time delivery: a long lead time and low on-time is the strongest reason for a supplier review.
Order lines by action status shows how many lines are ready, waiting for the supplier or waiting for you. A growing Buyer action bar means work is waiting on your side.
Delivery calendar
Deliveries: order lines with delivery date, product, quantity, order number, status, supplier and manufacturer. Unconfirmed (orange) lines have no confirmation from the supplier yet. Follow up on them first, especially if they’re due soon.
Tip: click the Delivery date header to sort ascending and see what’s due next.
Value ordered by manufacturer and supplier: which manufacturers your money ultimately goes to, coloured by supplier. Useful for spotting dependence on one manufacturer.
Order lines by status: confirmed vs unconfirmed. The larger the orange bar, the more uncertainty in your incoming deliveries.
Order status
This is your work list. Each row is one order line with:
requested delivery date vs the current delivery date;
Delivery date shift (days): how far it moved;
Price change;
Action status.
How to use it:
Sort by Delivery date shift (click the header) to find the lines that moved most. Check whether the new date still works for your production.
Filter or sort by Action status and handle the Buyer action lines.
Look at Price change before accepting a confirmation.
The cards on the right repeat the key numbers for whatever you have filtered.
Common questions
Why do I see only three suppliers in the charts?
To keep them readable. Use the Supplier filter for others. Tables show all suppliers.
Why is a delivery date shift of 0 so common?
Most lines are delivered as requested. That’s good.
Can I export the lists?
Hover over a table → ⋯ → Export data.