Products & Spend

Track what you buy and how much you spend with suppliers. Use this data to power Analysis views.


Products

  • Create products with codes and names for clarity.
  • Link suppliers to products where relevant.

Typical steps

  1. Go to Products: /o/:organizationId/products
  2. Create a product with a clear code and label
  3. Use it in segments or reporting where applicable

Supplier spend

  • Record spend amounts per supplier (by year).
  • These totals power Analysis charts like “Spend by risk”.

Typical steps

  1. Go to Suppliers → open a supplier
  2. Add or edit spend entries (year, amount, currency)
  3. Save; Analysis picks up the data

Tip: Keep years consistent (YYYY) and use a single currency if possible.