Discover more about this report!
The Open Purchase Orders Report provides a list of all purchase orders that are currently Open or Partially Open within the selected period and branches.
This report helps procurement and operations teams to:
Monitor active purchase orders that have not yet been fully received or closed.
Track supplier performance by reviewing pending orders.
Identify potential bottlenecks in the procurement process.
Maintain accurate oversight of ongoing purchasing activity across all branches.
By using this report, users can ensure that open orders are followed up on and progressed efficiently to maintain stock availability and supplier accountability.
Getting There
To access the Open 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 Open Purchase Orders module to open the report.
Adjust the filters (listed below), then click Apply to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which open purchase orders are displayed.
Branch: This filters the report by branch (or depot).
The report automatically uses the branch selection from the main Service Geeni interface.
When ‘All Branches’ is selected, users can manually choose specific branches to include in the results.
Pro Tip: Use this filter to review open purchase orders for a specific location or across all branches for a company-wide overview.
Period: Filters the report based on the order date of the purchase orders.
Only purchase orders created within the selected date range will appear in the results.
Pro Tip: Select a recent date range (e.g., the current month) to monitor new open orders, or choose a longer period to review historical open orders still pending completion.
Column Breakdown and Key Fields
Each row in the report represents a purchase order that remains open or partially open.
Column Name | Description |
PO No. | The purchase order number identifies each order. |
Supplier Name | The supplier’s name is associated with the purchase order. |
Date Raised | The date on which the purchase order was created. |
Insight: Reviewing open purchase orders regularly helps ensure suppliers deliver on time and prevents delays in stock replenishment or project delivery.