Table of Contents

Supplier Insights: On and Off Catalogue Orders

Introduction to On And Off Catalogue Reporting

The On/Off Catalogue report illustrates the value of spend on accepted catalogue order lines versus off catalogue order lines, including a breakdown of spend for each Line Type. This guides provides an explanation of the line types and the drill down reports which are available.

About Order Line Types

These Insights are focused on the order data and the types of order lines. The possible line types on orders are as follows:

Note that not all buyers will place orders for all these line types, so they may not be visible to your organisation within the report.
Catalogue

The majority of orders in the Purchasing system originate with buyers ordering items from catalogues. These are referred to as catalogue lines.

Free Format

Orders made using either the Purchasing system Free Format module, or a free text order made in the buyer's finance system will show as free format orders.

Punchout

Where a buyer uses a punchout method to order goods from your own website and bring them through the marketplace, these will appear as punchout lines.

Oligo

Orders placed using the Purchasing Oligo module for oligonucleotides will appear as oligo lines.

Note that this will include oligo orders made through a supplier's own website (PunchOut) via the Oligo Module.
eService

Form based service ordering for areas such as catering and car hire appear as eService lines.

RFQ

Where a request for a quote has been placed through the Purchasing quotes module and subsequently turned into an order, this will appear as an RFQ line.

On/Off Catalogue Dashboard Summary

The main KPI Insights dashboard summarises the different types of orders that your organisation may receive.

If an organisation only receives orders for items by catalogue and free format, then only two line types will be summarised.

Hovering over the question mark icons provides tooltips that explain report features. Here a tooltip can be shown that explains each of the different line types, for example, for 'Catalogue':

On/Off Catalogue Drill Down Report

Clicking into the On/Off Catalogue Orders summary element on the KPI dashboard will drill down into the data further.

The drill down consists of two elements:

  • Weekly Order Value Graph - On/Off Catalogue
  • On and Off Catalogue Value by Supplier

Weekly Order Value Graph - On/Off Catalogue

The Weekly Order Value graph shows the order value for the various line types over time.

The key at the top defines which lines are for which line types. Clicking on the key can add/remove the lines from the graph.
Hovering over a line will show a tooltip that display the data for that point on the graph.

On and Off Catalogue Revenue by Customer

The table summarises the data shown on the graph, showing revenue by buyer.

The table can be exported.

Report Filters

There are 4 filters that can be used to change the data shown on the graph and the table.

Customer Filter

Can be used to show data for a specific customer or all customers (the default). Click the dropdown to choose the customer:

Item Type Filter

A filter that can be used to just show data for specific line types:

Currency Filter

If orders have been placed in different currencies, this filter can be used to display data relevant to only those of a specific currency:

Date Period

The date period filter can be used to display order data for a specific date range:

Exporting Data

The export table button on the right can be used to download an export of the data:

This will initiate a download that can be opened for example in Excel:

Additional Export Options for Line Type Data

Line type data can also be included in other Insights reports.

From the main KPI dashboard, drill down into the Purchase Orders report. Exporting the purchase order lines will include a line type column identifying the type of order line:

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