Procurement
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      Procurement reports

      By registering all your orders in Apicbase, you save a lot of valuable data on your procurement. This data can be consulted in our procurement report and this article shows you how.

      Table of Contents

      1. Overview

      2. Download a procurement report from Suppliers

      3. View procurement reports in the Insights Hub

      4. Use the Procurement Dashboard for tailored insights


      1. Overview

      When you want to analyse what you are buying, from whom, and for how much, Apicbase offers several ways to generate procurement reports. These reports help you understand your purchasing behaviour, compare suppliers and keep an eye on costs.

      This article explains the three main options to access procurement data in Apicbase:

      • A downloadable report from the Suppliers module.
      • Reports in the Insights Hub.
      • The Procurement Dashboard for more detailed and tailored views.

      In Apicbase, you can look at procurement information in different formats:

      • Exported file (for example Excel or CSV) that you download from the Suppliers module.
      • Overview reports in the Insights Hub, where you can see procurement per period, outlet, or supplier.
      • Interactive dashboard views with filters, charts and breakdowns.

      Depending on what you want to analyse, you can use one or combine several of these options.

      2. Download a procurement report from Suppliers

      If you want a quick export of your procurement data, you can download a report directly from the Suppliers screen.

      1. Go to Suppliers in the main menu under Procurement.
      2. Click the More button.
      3. Select Procurement report.
      4. Choose the desired options (for example time period or outlets, if available).
      5. Download the report.

      You can open this file in Excel or another spreadsheet tool to do your own analysis, create pivot tables, or share it with colleagues.

      3. View procurement reports in the Insights Hub

      For a visual and in-app overview of your procurement data, use the Insights Hub.

      1. Go to Insights Hub.
      2. Click Reports.
      3. Under Procurement, there are two reports you can choose from: Procurement and Suppliers

      Here you can:

      • See procurement per period, supplier, or outlet (depending on your configuration).
      • Apply filters to focus on the data that matters to you.
      • Compare spend across time or between suppliers.

      4. Use the Procurement Dashboard for tailored insights

      If you need more specific and tailored information about your procurement, use the Procurement Dashboard that can easily be found under Procurement or Insights Hub, then click Dashboards. 

      The Procurement Dashboard allows you to:

      • Drill down into particular outlets, suppliers, or periods.
      • Focus on specific product categories or assortments.
      • Combine different filters to answer detailed questions such as "Which supplier did we spend the most on last month for frozen products?" (depending on your setup).

      Because dashboards are interactive, they are ideal for regular monitoring and for answering ad-hoc questions about your purchasing.

      If you are not sure whether you have access to the Procurement Dashboard, or if you would like to adapt it to your needs, please contact your Apicbase administrator or Apicbase support.