Purchase history
What Score has bought from suppliers and supplied to clients, and how Quote Hub uses it.
WhoAll users· Master data › Purchase history
The Purchase history page has two views. Purchases (from suppliers) shows PO lines Score has placed. Previous supply (to clients) shows what Score has quoted and supplied to each client. Quote Hub uses both to rank suppliers, benchmark prices and estimate revenue.
Switch views with the pills at the top right. To find records, type in Search part, description, brand… and select Search. The search matches any part of the part number, description or manufacturer, ignoring case.
Purchases from suppliers
Master data › Purchase history
| Column | What it shows |
|---|---|
| PO | Purchase order number |
| Date | PO date |
| Supplier | Supplier the PO was placed with |
| Part | Part number |
| Description | Item description |
| Qty | Quantity ordered |
| Unit | Unit price in the PO currency |
| AUD | Unit price converted to AUD |
| Lead | Lead time in weeks |
Previous supply to clients
Master data › Purchase history › Previous supply (to clients)
| Column | What it shows |
|---|---|
| Ref | Score quote or sales order reference |
| Date | Date of the quote or order |
| Client | Client account |
| Part / Description | Part number and description |
| Qty | Quantity |
| Sell | Unit sell price, AUD |
| Cost | Unit cost, AUD |
| Margin | Margin on sell, calculated from sell and cost |
| Outcome | Won, Lost or Quoted |
How history is used
| Where | What Quote Hub does |
|---|---|
| Sourcing | Counts each supplier's relevant PO lines in the last 24 months (same part number or brand). Suppliers with history and no list entry still make the shortlist, after listed suppliers. History adds to the supplier's score and shows the last price paid. |
| Bid check | Shows the last price paid for the part and how each quote compares with it, as a percentage. |
| Opportunity | Estimates revenue per line: the most recent sell price for the part to any client, otherwise the last purchase price plus 32%, otherwise the average purchase price for the brand and product type over 24 months plus 30%. The client's won and lost history informs the probability. |
| Costing | The Costing Agent compares proposed sell prices with previous sell prices for the part, so margins stay competitive. |
Good to know
- Each view shows the latest 400 records.
- Supplier detail pages show the latest 30 purchases from that supplier, with on-time delivery. See Suppliers.
- Load history with the Purchase history and Previous supply imports on Data imports. Re-importing a record updates the existing row rather than adding a duplicate.