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[IMP] Purchase: vendor analysis edits
closes odoo/documentation#15383 Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
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@@ -12,8 +12,8 @@ products and the percentage of quantities received on time. This makes it possib
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and optimize procurement strategy accordingly.
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and optimize procurement strategy accordingly.
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To access the :guilabel:`Purchase & Vendor analysis` dashboard, go to the Dashboards app, then, in
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To access the :guilabel:`Purchase & Vendor analysis` dashboard, go to the Dashboards app, then, in
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the left panel, navigate to the :guilabel:`Logistics` section and click the name of the
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the left panel, navigate to the :guilabel:`Logistics` section and click the name of the dashboard.
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dashboard. The dashboard opens in the main view.
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The dashboard opens in the main view.
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.. image:: purchase_dashboard/purchase-vendor-analysis.png
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.. image:: purchase_dashboard/purchase-vendor-analysis.png
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:alt: Purchase & Vendor analysis dashboard
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:alt: Purchase & Vendor analysis dashboard
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@@ -23,7 +23,7 @@ dashboard. The dashboard opens in the main view.
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- :ref:`Customizing Odoo dashboards <build_and_customize_dashboards/customize>`
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- :ref:`Customizing Odoo dashboards <build_and_customize_dashboards/customize>`
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.. note::
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.. note::
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- The :ref:`rights to access <dashboards/access-and-sharing>` Odoo dashboards are based on user
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- The :ref:`access rights <dashboards/access-and-sharing>` for Odoo dashboards are based on user
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groups, and are managed within the Dashboards app. By default, the :guilabel:`Purchase & Vendor
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groups, and are managed within the Dashboards app. By default, the :guilabel:`Purchase & Vendor
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analysis` dashboard is only visible to, and can only be accessed by, users with admin access to
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analysis` dashboard is only visible to, and can only be accessed by, users with admin access to
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the **Inventory** app.
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the **Inventory** app.
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@@ -44,18 +44,18 @@ Eight cards at the top of the dashboard show the following information:
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- :guilabel:`Purchased value`: indicates the total value of purchases during the selected period.
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- :guilabel:`Purchased value`: indicates the total value of purchases during the selected period.
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- :guilabel:`Average order value`: indicates the average purchase amount per order during the
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- :guilabel:`Average order value`: indicates the average purchase amount per order during the
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selected period.
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selected period.
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- :guilabel:`Number or orders`: indicates the number of purchase orders during the selected period.
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- :guilabel:`Number of orders`: indicates the number of purchase orders during the selected period.
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- :guilabel:`Quantity ordered`: indicates the quantity of products ordered during the selected
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- :guilabel:`Quantity ordered`: indicates the quantity of products ordered during the selected
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period.
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period.
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- :guilabel:`Days to receive`: indicates the average number of days between the order and receipt of
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- :guilabel:`Days to receive`: indicates the average number of days between the order and receipt of
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purchased products (i.e., between the order deadline of purchase order and the expected arrival of
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purchased products (i.e., between the order deadline of the purchase order and the expected
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the purchase order line).
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arrival of the purchase order line).
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.. note::
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.. note::
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The expected arrival date is not impacted by a change to the scheduled date on the receipt.
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The expected arrival date is not impacted by a change to the scheduled date on the receipt.
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- :guilabel:`Days to Confirm`: indicates the average number of days before a purchase order is
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- :guilabel:`Days to Confirm`: indicates the average number of days before a purchase order is
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confirmed (i.e., between the creation date of the RFQ and the confirmation data of the purchase
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confirmed (i.e., between the creation date of the RFQ and the confirmation date of the purchase
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order).
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order).
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- :guilabel:`Supplier service level`: indicates the quantity received versus the quantity purchased,
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- :guilabel:`Supplier service level`: indicates the quantity received versus the quantity purchased,
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as a percentage.
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as a percentage.
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