Purchasing
The Purchasing dashboard for Sage 500 details procurement activity, including purchase order (PO) amounts, vendor performance, and historical purchasing and return trends. It shows purchasing amounts by company, vendor, and period, along with return amounts.
How to use the purchasing dashboard
- Identify key suppliers and high impact items in procurement spending.
- Compare vendors by order volume to review supplier reliability and fulfillment behavior.
- Watch purchase trends to catch overspending against the budget.
- Follow fluctuations in purchasing and returns over time.
- Prepare supplier negotiations and procurement planning with order amounts and quantities by vendor and by period.
Filters
Use the filtering panel at the top of the Financial dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Year: multiple values
Company: multiple values
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Top 5 Items Ordered | Pie | Breaks down the most frequently ordered items. |
| PO Amount by Company | Funnel | Displays purchase order amounts by company. |
| Purchase Order Amount by Period | Vertical Bar | Follows purchase order amounts by period. |
| Quantity Ordered by Vendor | Horizontal Bar | Ranks vendors by quantity ordered. |
| Historical PO vs. Return Amounts | Combination | Compares purchase order amounts and return amounts over time. |