[ADD] Purchase: Vendor costs

content/applications/inventory_and_mrp/purchase/advanced.rst

@@ -8,3 +8,4 @@ Advanced
    :titlesonly:
 
    advanced/analyze
+   advanced/vendor_costs_report

content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst

@@ -0,0 +1,103 @@
+===================
+Vendor costs report
+===================
+
+.. |RFQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RFQs| replace:: :abbr:`RfQs (Requests for Quotation)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+
+With the *Purchase* application, users can track the fluctuation of vendor costs over time. This
+allows users to identify the most expensive vendors, and track seasonal changes.
+
+Create vendor costs reports
+===========================
+
+To create a vendor costs report, first navigate to :menuselection:`Purchase app --> Reporting -->
+Purchase` to open the :guilabel:`Purchase Analysis` dashboard. By default, the dashboard displays a
+line chart overview of the :guilabel:`Untaxed Total` of POs (Purchase Orders) with a
+:guilabel:`Confirmation Date` for the current month, or of RFQs (Requests for Quotation) with a
+status of *Draft*, *Sent, or *Cancelled*.
+
+Add filters and groups
+----------------------
+
+On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon to switch to pivot view.
+
+Remove any default filters from the :guilabel:`Search...` bar. Then, click the |caret| to open the
+drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns.
+
+.. note::
+   Unless otherwise specified, the report displays data from both |RFQs| and |POs|. This can be
+   changed by selecting either :guilabel:`Requests for Quotation` or :guilabel:`Purchase Orders`
+   under the :guilabel:`Filters` column.
+
+Under the :guilabel:`Filters` column, select a date range to use for comparison. The report can be
+filtered by either :guilabel:`Order Date` or :guilabel:`Confirmation Date`. Choose one from the
+list, and click the |caret| to specify the date range, either by month, quarter, or year.
+
+Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. Then, select
+:guilabel:`Product`, which is also located in the :guilabel:`Group By` column.
+
+.. note::
+   Selecting :guilabel:`Product` is **not** required for this report. However, it is recommended, as
+   it provides additional insight into the performance of individual vendors. Additional selections
+   can be made under the :guilabel:`Group by` heading as well, including :guilabel:`Product
+   Category`, :guilabel:`Status`, and :guilabel:`Purchase Representative`.
+
+   To ensure the report is generated correctly, make sure that :guilabel:`Vendor` is the **first**
+   selection made under the :guilabel:`Group By` column.
+
+Next, make a selection under the :guilabel:`Comparison` heading. These options are only available
+after the date range is selected under the :guilabel:`Filters` column, and vary based on that range.
+:guilabel:`Previous Period` adds a comparison to the previous period, such as the last month or
+quarter. :guilabel:`Previous Year` compares the same time period from the previous year.
+
+.. note::
+   While multiple time-based filters can be added at once, only one comparison can be selected at a
+   time.
+
+.. image:: vendor_costs_report/filters-groups.png
+   :align: center
+   :alt: The drop-down menu of filters, group by and comparison options for the vendor costs report.
+
+Add measures
+------------
+
+After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Comparison` settings,
+click out of the drop-down menu.
+
+By default, the report displays with the following measures: :guilabel:`Order`, :guilabel:`Total`,
+:guilabel:`Untaxed Total`, and :guilabel:`Count`. Click :guilabel:`Measures` at the top-left to open
+the drop-down list of available measures. Click :guilabel:`Average Cost` to add it to the report.
+Select any additional measures to add to the report, or click on any of the already selected
+measures to remove them, if desired.
+
+.. tip::
+   It is recommended to run the report with at least :guilabel:`Average Cost`, :guilabel:`Total`, or
+   :guilabel:`Untaxed Total` selected from the :guilabel:`Measures` list. Additional measures, such
+   as :guilabel:`Days to Receive`, can be added to provide additional insights.
+
+View results
+============
+
+The vendor costs report is displayed in the *pivot* view, by default. Click :guilabel:`Insert in
+Spreadsheet` to add the pivot view into an editable spreadsheet format within the *Documents* app.
+
+.. important::
+   The :guilabel:`Insert in Spreadsheet` option is only available if the *Documents Spreadsheet*
+   module is installed.
+
+.. image:: vendor_costs_report/sample-vendor-report.png
+   :align: center
+   :alt: A sample of a vendor costs report with the measures set as total and average costs.
+
+.. note::
+   The vendor costs report is also available in *graph* view. Click the :icon:`fa-area-chart`
+   :guilabel:`(area chart)` icon to change to graph view. Click the corresponding icon at the top of
+   the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart`
+   :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`.
+
+.. seealso::
+   To save this report as a *favorite*, see :ref:`search/favorites`.