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The Closed Purchase Orders Report provides users with a consolidated view of all purchase orders that have been fully processed and marked as Closed within the selected timeframe and branches.
This report helps teams to:
Analyse completed purchasing activity over a specific period.
Review supplier trends and performance.
Understand the distribution of closed POs by age and by supplier.
Support auditing, historical purchasing reviews, and stock management accuracy.
By focusing on purchase orders that have reached final status, this report assists with operational tracking, procurement evaluation, and compliance oversight.
Getting There
To access the Closed Purchase Orders Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click the Closed 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 closed purchase orders are displayed.
Branch: Filters the report by the branch or depot linked to each purchase order. The report automatically uses the branch selected in the main Service Geeni interface. If All Branches is selected, you can manually choose one or more branches.
This allows you to compare closure activity across branches or focus on a specific location.
Period: Filters the report by Closed Date. Only purchase orders with a closed date within the selected range are displayed. This allows you to analyse closure trends over a specific timeframe.
Tabs Overview
The report includes two visual tabs to support analysis:
View By Age: Displays a pie chart showing the distribution of closed purchase orders based on how long ago they were closed. A supporting table lists all purchase orders included in the view. This helps identify whether closures are recent or from earlier periods.
View By Supplier: Displays a bar chart showing the number of closed purchase orders per supplier. This helps analyse supplier activity and purchasing distribution over the selected period.
Column Breakdown and Key Fields
Each row in the report represents a purchase order with a status of Closed.
Column Name | Description |
Branch Number | The branch or depot number where the purchase order was raised. |
PO Number | The unique purchase order number assigned to the transaction. |
Supplier | The supplier name that is linked to the purchase order. |
Closed Date | The date the purchase order was closed. |
Date Required | The date the goods or services were originally required. |
Insight: Reviewing closed purchase orders regularly helps identify purchasing trends, measure supplier activity, and verify that completed orders align with operational requirements.
The Closed Purchase Orders Report is an essential tool for tracking completed procurement activity within Service Geeni.
Use this report as part of routine purchasing or stock management reviews (weekly, monthly, or quarterly) to maintain accurate records, improve supplier analysis, and ensure procurement workflows remain efficient and traceable.