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The Draft Purchase Orders Report provides visibility of all purchase orders currently in Draft status across selected branches and time periods.
This report enables purchasing teams and managers to:
Review incomplete or pending purchase orders.
Identify suppliers associated with unapproved or unsubmitted POs.
Monitor purchasing activity to ensure orders are finalised or progressed appropriately.
Improve procurement control by tracking draft orders awaiting further action.
This report supports operational oversight of purchasing workflows and helps maintain accurate procurement and stock management records.
Getting There
To access the Draft Purchase Orders Report in Service Geeni, follow these steps:
Select the Business Intelligence module from the main menu.
Choose the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click on the Draft Purchase Orders module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which draft purchase orders are displayed.
Branch
Filters the report by branch (or depot) selection.
The report automatically uses the branch chosen in the main Service Geeni interface.
When All Branches is selected, you can manually choose specific branches to include.
Pro Tip: Use this filter to focus on a single branch’s draft orders or to review all branches for a group-level overview.
Period
Filters the report based on the creation date of the draft purchase orders.
Only draft purchase orders created within the selected date range are displayed.
Pro Tip: Use a shorter period to review recent purchasing activity or a longer period to identify recurring patterns of unsubmitted orders.
Column Breakdown and Key Fields
Each row in the report represents a purchase order currently marked as Draft.
Column Name | Description |
PO No. | Displays the purchase order number. All entries will show as “Draft” to indicate their current status. |
Supplier Name | Shows the name of the supplier linked to the draft purchase order. |
Date Raised | Displays the date when the draft purchase order was created in the system. |
Insight: Regularly reviewing draft purchase orders ensures that all procurement requests are actioned promptly and that no pending orders remain incomplete or forgotten.
Review this report regularly, such as weekly or monthly, to ensure draft purchase orders are actioned, approved, or cancelled as appropriate. This helps keep procurement records clean and prevents bottlenecks in stock replenishment workflows.