The Purchasing Analysis report provides a detailed examination of purchases via supplier orders, offering insights into the purchasing patterns of products over time and the total expenditure with each supplier. Notably, this report exclusively encompasses data from supplier orders that have been marked as Delivered, ensuring a focused and accurate representation of completed transactions for comprehensive analysis and informed decision-making.
This report is available only to companies subscribed to the Inventory Management module.
For companies with multiple sites, this can be split per site or can be consolidated for all sites.
If required, this report can be created as a Saved Report and set up to send out periodically.
Report Filters
Access the Purchasing Analysis Report via: Reports & Analysis > Inventory Management > Purchasing > Analysis.
Select the required report parameter options from:
| Select Sites |
Select which sites and/or site groups to include in the report. |
| Date Range |
Select which delivered date range to include data for. |
| Product Groups |
Select which product groups to include. If left blank, all groups will be included. |
| Supplier |
Select which suppliers to include. If left blank, all suppliers will be included. |
| View Type |
Select whether to view the report as:
|
| Analysis Type |
Select to view the report data:
|
| Show Detailed |
Select this if you wish to run the report in expanded format displaying full detail. If not selected, summary level totals are shown with the option of expanding into detail where required. |
Report Output
The output of the Purchasing Analysis report depends on the Analysis Type filter selected:
Analysis Type: By Product
The Purchasing Analysis report when run with Analysis Type By Product has three levels:
Level 1 - Product Summary
The first level of the Purchasing Analysis report when run with Analysis Type By Product is a list of Centegra Plus products purchased, displaying:
| Product Name |
Displays the products description. |
| Display Unit |
Displays the products unit size. values are based on this size. |
| Ordered Qty |
Displays the total quantity of the product ordered. |
| Delivered Qty |
Displays the total quantity of the product received. |
| Delivered Cost |
Displays the total cost of the goods delivered. |
Level 2 - Supplier Product Summary
The second level of the Purchasing Analysis report when run with Analysis Type By Product is a list of totals from supplier product / pack that made up overall product total in Level 1, displaying:
| Supplier |
Displays the name of the supplier(s) that provided the product. |
| Supplier Product Name |
Displays the name of the product, as the supplier knows it. |
| Supplier Product Code |
Displays the code of the product, as the supplier knows it. |
| Supplier Product Pack Size |
Displays the supplier pack size that quantities and costs are based on. |
| Ordered Qty |
Displays the total quantity of the product ordered. |
| Delivered Qty |
Displays the total quantity of the product received. |
| Delivered Cost |
Displays the total cost of the goods delivered. |
Level 3 - Order Listing
The third level of the Purchasing Analysis report when run with Analysis Type By Product is a list of orders from the selected supplier in the selected pack size, displaying:
|
Order ID |
Displays the unique ID of the supplier order within Centegra Plus. |
|
Delivered Date |
Displays the date that the product was delivered. |
|
Our Order Ref |
Displays your reference for the order. |
|
Supplier Order Ref |
Displays the suppliers reference for the order. |
|
Supplier Product Pack Size |
Displays the supplier pack size that quantities and costs are based on. |
|
Ordered Qty |
Displays the quantity of the product ordered in this order. |
|
Delivered Qty |
Displays the quantity of the product received in this order. |
|
Delivered Cost |
Displays the cost of the goods delivered in this order. |
Analysis Type: By Supplier
The Purchasing Analysis report when run with Analysis Type By Supplier has three levels:
Level 1 - Product Summary
The first level of the Purchasing Analysis report when run with Analysis Type By Supplier is a summary of orders per supplier, displaying:
| Supplier Name |
Displays the name of the supplier. |
| Orders Received |
Displays the number of orders received within the selected date range. |
| Delivered Cost |
Displays the total spend with each supplier within the selected date range. |
Level 2 - Site Summary
The second level of the Purchasing Analysis report when run with Analysis Type By Supplier is a summary of site orders for the selected supplier, displaying:
| Site Name |
Displays the name of the site. |
| Orders Received |
Displays the number of orders received from the supplier at each site. |
| Delivered Cost |
Displays the total spend with the selected supplier at each site. |
Level 3 - Order Listing
The third level of the Purchasing Analysis report when run with Analysis Type By Supplier is a list of products received from the selected supplier at the selected site, displaying:
|
Order ID |
Displays the Centegra Plus unique order ID. |
|
Delivered Date |
Displays the date that the product was delivered. |
|
Our Order Ref |
Displays your reference for the order. |
|
Supplier Order Ref |
Displays the suppliers order reference. |
|
Supplier Product Name |
Displays the name of the product, as the supplier knows it. |
|
Supplier Product Code |
Displays the code of the product, as the supplier knows it. |
|
Supplier Product Pack Size |
Displays the supplier pack size that quantities and costs are based on. |
|
Ordered Qty |
Displays the quantity of the product ordered in this order. |
|
Delivered Qty |
Displays the quantity of the product received in this order. |
|
Delivered Cost |
Displays the cost of the goods delivered in this order. |