Item-wise Purchase History

Overview

Below is a clear, business-focused explanation of the Item-wise Purchase History report, written for practical day-to-day use in Dafater.

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Item-wise Purchase History

Module: Buying
Report Type: Script Report
Based On: Purchase Order

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1. What Business Information This Report Provides

The Item-wise Purchase History report gives a complete view of how a specific item (or group of items) has been purchased over time. It shows who the item was purchased from, at what price, in what quantity, and on which purchase order.

This report helps businesses understand: - Historical buying patterns for each item
- Supplier-wise pricing trends
- Quantity trends and purchasing frequency
- Past negotiated rates and variations over time

It acts as a purchase intelligence tool, supporting informed buying and supplier negotiations.

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2. When and Why to Use This Report

You should use this report when you want to:

• Review past purchase prices before creating a new purchase order
• Compare supplier pricing for the same item
• Analyze cost trends over a specific period
• Support price negotiations with suppliers using historical data
• Identify preferred or frequently used suppliers for an item
• Audit purchasing behavior for compliance and cost control

This report is especially useful during procurement planning, budgeting, and vendor evaluation.

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3. Key Columns and What They Mean for Business

Common columns in this report and their business meaning include:

• Item Code / Item Name
  Identifies the product or material being purchased.

• Supplier
  Shows which supplier the item was purchased from, helping compare vendors.

• Purchase Order
  Reference to the specific purchase order for traceability and audit purposes.

• Purchase Order Date
  Indicates when the purchase was made, useful for trend and timeline analysis.

• Quantity
  Shows how much of the item was purchased in that order.

• Rate
  The price per unit paid to the supplier. This is critical for price comparison and negotiation.

• Amount
  Total value of the item in that purchase order (Quantity × Rate).

• Currency (if applicable)
  Helps in understanding purchases made in different currencies.

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4. Available Filters and Their Business Purpose

The report typically includes filters such as:

• Item
  Focus on a specific product to review its complete purchase history.

• Supplier
  Analyze purchases from a particular supplier to assess dependency or performance.

• From Date / To Date
  Limit the report to a specific time period for trend analysis or audits.

• Company
  Useful when multiple business entities exist within Dafater.

• Purchase Order (optional)
  Drill down into a specific transaction if needed.

These filters allow decision-makers to narrow the report to exactly the data needed for analysis.

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5. How to Interpret the Results for Business Decisions

• Price Variations:
  If the same item shows different rates across suppliers or time periods, it may indicate negotiation opportunities or market price changes.

• Supplier Comparison:
  Repeated purchases from one supplier at higher rates may signal a need to explore alternatives.

• Buying Patterns:
  Frequent small purchases may indicate poor planning, while bulk purchases may support better pricing.

• Cost Trends:
  Rising prices over time may require budget adjustments or contract renegotiation.

• Supplier Reliability:
  Regular purchases from the same supplier can indicate trust and reliability, supporting long-term agreements.

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6. Common Use Cases and Scenarios

• Before Raising a New Purchase Order
  Check the last purchase rate to avoid overpaying.

• Supplier Negotiation Meetings
  Use historical pricing data as evidence to negotiate better terms.

• Internal Audit and Compliance
  Verify that purchases are aligned with approved suppliers and expected rates.

• Procurement Review Meetings
  Analyze top purchased items and spending trends.

• Budget Planning
  Use past purchase data to forecast future costs accurately.

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Summary

The Item-wise Purchase History report in Dafater is a powerful decision-support tool for procurement and finance teams. It brings transparency to purchasing activities, strengthens supplier negotiations, improves cost control, and supports smarter, data-driven buying decisions.

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Report Information

• Module: Buying
• Related DocType: Purchase Order
• Report Type: Script Report
• Standard: Yes