The new supplier performance functionality has been designed to give you greater visibility of your suppliers, and the ability to download a projection of the orders that you are likely to place with them into the future. This download contains either:
- All orders
- A summary, by month
Stats enables you to see:
- The number of products supplied to each location, the total inventory value and the value that is in safety or buffer stock
- Stats on how reliable the supplier is to each location
- The value of orders that we have placed previously, that are currently overdue/late, that are in the pipeline, and that are recommended into the future
Column headers in the table are clickable, enabling you to sort the information by any column.
Historical POs displays the value of purchase orders received by month, for the last two years.
Clicking the Table button, displays a table of the last 12 months by location.
Overdue POs displays the value of purchase orders, by month, that have missed their expected arrival date and are late.
Late deliveries are a big issue for your business because they lead to potential stock-outs, actual stock-outs, lost sales and unhappy customers.
Clicking the Table button, displays a summary of the last 12 months of purchase orders where the expected receipt date is in the past.
Open POs tab displays the value of purchase orders, by month, that have already been placed with the supplier but not yet received.
This view can be very useful in identifying where incorrect expected arrival dates have been keyed on purchase orders, showing them arriving way later than you expect.
Clicking the Table button, displays a summary of purchase orders due to be delivered in the next 12 months.
Future POs displays the value of purchase orders to be placed, by month, based on order recommendations.
The value of projected purchase orders gives you visibility of the amount of money that you are likely to spend with this supplier over the next 12 months.
Clicking the Table button, displays a summary of recommended purchase orders for the next 12 months.
Filtering and downloading data
It is possible to filter and download data for all PO tabs, namely historical POs, overdue POs, open POs and future POs.
Clicking on the Table button, displays tabular information by location.
Filtering (green box)
Within this tabular view it is possible to filter information:
Clicking on a location, will change the graphic to the selected location
Clicking on Total, will change the graphic to the sum of all locations
Drill-through to detail (red box)
Clicking on the row totals in the tabular view, displays an option to show:
Summary by month
You can navigate to a specific location's reports by clicking on the row total for that location.
You can navigate to the reports for all locations, by clicking on the total value (2.1m as per the image).
Detail - All orders
Selecting All orders results in a report containing:
- Products needing to be ordered, the location they should be delivered too, and the order details: order date, expected arrival date, quantity to be ordered
Detail - Summary by month
Selecting Summary by month results in a report containing:
- A twelve month view of the order quantities required for each product to each location
Note: downloading the detail generates a file that contains purchase cost information.
Downloading the detail
Scrolling to the bottom of the detail page, shows page numbers that you can use to page through the detail.
Clicking the CSV download button will enable you to save the detail as a CSV file on your computer.
Please contact me
Please complete the form below if you would like us to contact you regarding turning the Supplier Performance functionality on in your environment.
Please note: The suppler performance module is an optional module, which can be enabled with a small increase to your monthly subscription fee.