# Supplier Rate Tracking Report

<p class="doc-lead">Historical log of supplier item rates with effective dates, minimum quantities, and remarks. Use it to track price changes over time, compare vendor pricing, and support procurement negotiations and audits.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/purchase/reports/supplier-ratee-tracking-report?id=overview">Overview</a>
<a href="#/purchase/reports/supplier-ratee-tracking-report?id=use-cases">Use Cases</a>
<a href="#/purchase/reports/supplier-ratee-tracking-report?id=filters">Filters</a>
<a href="#/purchase/reports/supplier-ratee-tracking-report?id=columns">Columns</a>
<a href="#/purchase/reports/supplier-ratee-tracking-report?id=actions">Actions</a>
<a href="#/purchase/reports/supplier-ratee-tracking-report?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Purchase → Supplier Reports → Supplier Rate Tracking</b>.

<p><b>What it shows.</b> Each row is a supplier rate record for an item: effective date, supplier, item code and name, unit, price, minimum quantity, and remarks.</p>

<p><b>When to use it.</b> Review agreed supplier pricing before creating POs, audit rate changes, and compare rates across suppliers for the same item.</p>

<p><em>Note:</em> Supplier rates may also be maintained under <b>Purchase → Settings → Supplier Price Tracking</b>. This report is the read-only view of that rate history.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Pre-PO rate check</b> — Confirm the current effective rate and min qty before raising a purchase order to a supplier.</li>
<li><b>Price trend analysis</b> — Filter by item and date to see how a supplier's price changed over time.</li>
<li><b>Multi-supplier comparison</b> — Export rates for the same item from different suppliers to support sourcing decisions.</li>
<li><b>Contract audit</b> — Verify that invoiced rates match recorded supplier rate history for compliance reviews.</li>
</ul>

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<h2 id="filters">Filters</h2>

<ul>
<li><b>Date / Effective From</b> — Rates effective on or after a selected date.</li>
<li><b>Supplier</b> — View rates for a specific supplier.</li>
<li><b>Item / Item Code / Item Group</b> — Filter by item or category.</li>
<li><b>Unit</b> — Restrict to a unit of measurement.</li>
</ul>

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| **Effective From** | Date from which the rate applies. |
| **Supplier** | Supplier providing the item at this rate. |
| **Item Code** | Unique code or SKU of the item. |
| **Item Name** | Name or description of the item. |
| **Unit** | Measurement unit (NOS, KG, PCS, etc.). |
| **Price** | Agreed rate or price for the item. |
| **Min Qty** | Minimum order quantity for this rate. |
| **Remarks** | Notes or conditions for the rate. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>View Details</b> — Review full rate history for a supplier–item combination.</li>
<li><b>Export</b> — Download to Excel or PDF for analysis or vendor meetings.</li>
<li><b>Filter &amp; Sort</b> — Refine by supplier, item, effective date, or unit.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>How do I add or update a supplier rate?</b><br>
Maintain rates in <b>Purchase → Settings → Supplier Price Tracking</b>. This report displays the resulting history.

<b>Which rate applies on a new purchase order?</b><br>
The system uses the rate effective on the PO date for the supplier and item, subject to min qty rules on the rate record.

<b>Why are multiple rows shown for one item?</b><br>
Each row represents a rate revision with its own effective date. Older rates remain for historical reference.

<b>What if min qty is not met on the order?</b><br>
The PO may use a different price tier or require manual rate entry depending on purchase settings and validation rules.

<b>How is this different from Pricing Rule?</b><br>
Supplier rate tracking maintains negotiated rate history per supplier and item. <a href="#/purchase/pricing-rules">Pricing Rule</a> applies date-range schemes by supplier or group on new documents.

<b>Why is my report empty?</b><br>
No rate records exist for the supplier, item, or date filters selected.

<b>Does this report change prices automatically?</b><br>
No. It is read-only history. Update rates in Supplier Price Tracking; the next purchase uses the effective rate on the document date.
