How to find out the total amount of purchases from a specific supplier or manufacturer

Purchase volume analysis: how to analyze the average monthly order amount from a specific manufacturer or supplier?

To analyze purchase volumes and determine the average monthly order amount from a specific supplier or manufacturer, Torgsoft provides several useful reports and tools.

Since you need the average monthly figure, the best approach is to generate a report for a longer period, for example, six months or a year, get the total purchase amount for a specific counterparty, and divide it by the relevant number of months. You can also generate a report for the previous month every month for regular control.

Here is a detailed description of the main ways to get this information:

Method 1. Through the "Goods Receipt Invoice Register" (the fastest way to get the total amount)

This mode allows you to quickly calculate the amount of goods actually received from the selected supplier.

1. Go to the main menu item Warehouse — Goods Receipt Invoice Register.

2. In the Period filter, set the required time interval, for example, the current or previous month, or a full year.

3. In the Supplier filter, select the counterparty whose purchases you want to analyze from the list.

4. Click the Invoice amounts button. The program will automatically calculate and display the total Purchase amount for all filtered invoices.

Method 2. Through the "Turnover statement by cost" (convenient for analysis by Manufacturer)

If you need to analyze purchases not only from a supplier, but from a specific manufacturer or brand, use this report.

1. Go to the menu item Warehouse — Turnover statement by cost.

2. Set the required Period.

3. Click the standard product filter button or press F12. In the filter parameters window, specify the required Manufacturer or Supplier and click «Select».

4. Click the Update button.

5. In the generated table, pay attention to the Receipt column — it will show the total cost, that is, the purchase amount, of this manufacturer's goods received into the warehouse for the selected period.

Method 3. Through "Analysis of product movement across the enterprise"

This analysis provides a detailed picture of the amount of goods received and what happened to them afterward.

1. Open the menu Analysis — Analysis of product movement across the enterprise.

2. Set the Analysis period.

3. Select the formation method «by supply enterprise» and specify the required counterparty in the Supplier filter.

4. Click Update table data.

5. In the report, find the Receipt block — the Amount at supplier price column will show the total cost of goods purchased from this counterparty.

Method 4. Through analysis of created orders (documented orders)

If you want to analyze not actual warehouse receipts, but the amounts of created orders that you sent to the supplier, even if the goods have not arrived yet:

1. Go to the menu Document — Supplier Order.

2. Set the Order creation period and select the required Supplier.

3. In the upper part of the table («Supplier Order»), you will see a list of orders where the Order amount column displays the value of each created order.

Using these reports, you can get accurate data on receipt amounts. After obtaining the total amount for the selected period, for example, six months, simply divide it by the number of months to determine your average monthly purchase volume from a specific partner.