Category Management Tab Overview

This tab displays a detailed view of the status of your purchase orders by category. It consists of different KPI charts that enable you to view:

  • The total value of all purchase order lines per category for the years you select.
  • The total value of all purchase orders per supplier site for the years you select, as well as a comparison of the amount spent for each product group.
  • The total number of supplier sites for the years and categories you select.
Note:

By default, this tab represents the current up-to-date view of your data. To view historical data, use the tab filter selectors available in the filter panel for this tab. For more information, see Managing Filters.

Managing Filters

Your filter selections determine the data displayed for each of your KPIs within your dashboard tab. To hide the filters click . Click again to show the filters. To set or change your filters, use the following drop-down options:

  • Product Group: Select the product group of the items in the purchase orders that you want to see data for. You can also select All to see data for all product groups of the items in your purchase orders.
  • Supplier Site: Select the purchase order supplier site you want to see data for. You can also select All to see data for all supplier sites in your purchase orders.
  • Buyer: Select the purchase order buyer you want to see data for. You can also select All to see data for all buyers in your purchase orders.
  • Currency: Select the currency you want to see data for. This displays only data for purchase orders created in the selected currency.
  • Year: Select the purchase order year you want to see data for. You can also select All to see data for all years in your purchase orders.
  • Purchase Order Status: Select the purchase order status you want to see data for. You can also select All to see data for all statuses.
  • Purchase Order Line Status: Select the purchase order line status you want to see data for. You can also select All to see data for all statuses.

Using the Total Spend by Category Chart

This chart displays the total value of all purchase order lines per category for the years you select. A column chart shows the amount spent per year, broken down by product group name record type.

Using the Supplier Spend by Category Chart

This chart displays the total value of all purchase orders per supplier site for the years you select, as well as a comparison of the amount spent for each product group. A stacked column chart shows the amount spent, broken down by supplier site name record type.

Using the Suppliers with POs by Category Chart

This chart displays the total number of supplier sites for the years and categories you select. A line chart shows the number of supplier sites broken down by purchase order year.