Purchases Analysis reports in Wafeq help you understand your organization’s purchasing activity from multiple perspectives, allowing you to identify where purchases are concentrated and the factors that influence their volume and distribution.
Through this set of reports — Purchases by Supplier, Branch, and Product — you can explore purchasing data with greater accuracy and compare spending across different aspects of your operational activities.
In this guide, we walk you step by step through how to use Purchases Analysis reports, explaining their components and how to read them correctly.
What do these reports have in common?
All Purchases Analysis reports rely on the same data source — purchase bills and debit notes related to those bills — to provide an analysis of purchase values over a selected time period, with advanced filtering options that include:
Date or date range
Currency
Project, branch, or supplier
Cost centers
You can also export all of these reports in PDF or Excel format, compare results across different periods, and review line-item details directly within the report.
What’s the difference between these reports?
| Report | Primary purpose | When to use it |
|---|---|---|
| Purchases by Supplier | Displays total purchases from each supplier and analyzes the level of engagement with each one. | When evaluating suppliers, monitoring dependency levels, or supporting negotiation and purchasing terms decisions. |
| Purchases by Branch | Shows total purchases for each branch and analyzes how spending is distributed across branches. | When comparing branch purchases and assessing the operational performance of each branch. |
| Purchases by Product | Analyzes purchases based on products, materials, or services. | When identifying the most purchased items or determining the highest-cost products or materials. |
How do you view and understand the Purchases by Supplier report in Wafeq?
To access the Purchases by Supplier report, click “Reports” from the main menu, then select “Bills by Contact” under the “Purchases” section.
The Purchases by Supplier report displays the total purchases recorded from each supplier during the selected time period, giving you a clear view of the most frequently used suppliers and those contributing the most to overall purchasing.
The report is automatically grouped by month for the selected financial periods, allowing you to compare purchase volumes from each supplier over time and track changes and trends in purchasing behavior.
This report enables you to analyze purchases from a supplier-focused perspective, helping you identify key suppliers, detect over-reliance on a single supplier, and uncover opportunities to improve purchasing terms, diversify suppliers, or redistribute purchases to enhance operational efficiency.
You can also perform several actions directly from the top of the report, such as:
Selecting a date range from predefined options or entering a custom range
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
How do you view and understand the Purchases by Branch report in Wafeq?
To access the Purchases by Branch report, click “Reports” from the main menu, then select “Bills by Branch” under the “Purchases” section.
The Purchases by Branch report displays the total purchases recorded for each branch during the selected time period, allowing you to evaluate purchasing levels and operational performance across your organization’s branches.
The report is automatically grouped by month for the selected financial periods, clearly showing the amounts recorded for each branch and enabling you to compare purchase volumes between branches within the same time frame.
This report helps you analyze how purchases are distributed across branches, identify higher-cost branches, and pinpoint branches that may require better purchasing control or improved operational efficiency.
It also serves as a valuable tool for making decisions related to budget allocation, branch performance monitoring, and improving purchases management at the organizational level.
You can also perform several actions directly from the top of the report, such as:
Selecting a date range from predefined options or entering a custom range
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
How do you view and understand the Purchases by Product report in Wafeq?
To access the Purchases by Product report, click “Reports” from the main menu, then select “Purchases by item” under the “Purchases” section.
The Purchases by item report displays the total purchases and costs recorded for each product or item during the selected time period, helping you identify the most frequently purchased materials and those with the greatest impact on total purchasing.
The report is grouped by month for the selected financial periods and shows the recorded amounts for each item in consecutive columns, making it easy to track purchasing trends and compare item purchase volumes over time.
This report enables you to analyze the structure of your purchases, identify high-cost products or items with a consistently increasing purchase volume, and make informed decisions related to inventory optimization, purchase rationalization, and future needs planning.
As with other analysis reports, you can use filtering tools to select a specific time period or view products associated with a particular branch or project, with the option to export the data in PDF or Excel format for deeper analysis or sharing with management.
You can also perform several actions directly from the top of the report, such as:
Selecting a date range from predefined options or entering a custom range
Choosing the currency in which the report is displayed
Filtering the data by supplier, branch, or project
Exporting the report in PDF or Excel format
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