Review purchase spend, price changes, and budgets
Reports → Inventory reports → Purchasing. Choose the period and location.
Purchases groups recorded receipts by supplier, category, and item; a draft
PO is not received spend. Check supplier credits and the displayed net context
rather than assuming an outstanding claim has already been recovered.
Price Movers shows supplier price history and changes within its chosen
period. Compare the same product, pack, unit, and supplier. A changed pack or
incorrect delivery price can look like a price rise. Review the source receipt
and supplier catalogue before changing supplier or cost.
Invoices is an operational approval queue as well as an archive. Follow
Invoice review to distinguish stock-changing approval from
price-only approval for already-received goods.
Budgets
Open Costs → Budgets. Add budget chooses a category or all categories,
weekly/monthly period, amount, and Warn at share. Save and verify the
result. The view tracks received purchasing activity against the configured
ceiling; a warning is not proof that a PO was prevented or supplier goods
refused.
Review missing categories and receipt completeness before interpreting spend
remaining. Deleting a budget permanently removes its tracking record; read the
confirmation. Do not delete it to hide an overspend or change prices to make the
displayed total fit.
If a query or save fails, preserve existing configuration and inspect the same
record before retrying. Escalate with location, period, supplier/pack, receipt
or budget reference, expected result, and exact error.