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Procurement expenses report

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The procurement expenses report in Odoo Purchase tracks spending over time by vendor and product category, helping control budgets and spot cost-saving opportunities.

Open and configure the report

  1. Go to Purchase > Reporting > Purchase to open the Purchase Analysis dashboard, then click the pivot icon for a tabular view.
  2. Clear any default filters, then under Filters choose Purchase Orders or Requests for Quotation, and a date field with a time range.
  3. Under Group By, select Vendor, then add Product Category or Product for more detail.
  4. Once a date range is set, add a Comparison such as Previous Period or Previous Year.

Add measures

Click Measures and include Total or Untaxed Total for overall spend, Average Cost for cost efficiency, and Days to Confirm or Days to Receive to assess supplier performance. Qty Ordered, Qty Received, Qty Billed and Qty to be Billed help track order accuracy.

View and export

The report displays in pivot or graph view depending on what is selected. Click Insert in Spreadsheet to export the pivot view into an editable spreadsheet in the Documents app, if the Documents Spreadsheet module is installed.

Tips

  • Start with the pivot view for the most flexibility.
  • Use Product instead of Product Category when a more detailed, item-level view is needed.

Frequently asked questions

What is the procurement expenses report used for?

It tracks procurement spending over time, broken down by vendor and product category, to help control budgets and spot cost-saving opportunities.

Which measures should I add?

Total or Untaxed Total for overall spend, plus Average Cost, Days to Confirm and Days to Receive for supplier performance.

Can I export the results?

Yes, use Insert in Spreadsheet from the pivot view if the Documents Spreadsheet module is installed.

Need help?

Need help tracking procurement spend in Odoo? Contact support@thoughtlogik.com or see our Odoo optimisation services.

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