Summary
On EDI-enabled tenants, the Supplier Efficiency Rating card scores your top 8 suppliers by EDI compliance over a rolling window, so you can spot trading partners who aren't acknowledging orders, sending ASNs, or invoicing reliably.
Before you start
- Required role: Admin
- The tenant must have EDI enabled (feature/tenant dependent)
Steps
- Open the Dashboard (
/) on an EDI-enabled tenant. - Locate the Supplier Efficiency Rating card (bottom row, next to the EDI Document Funnel).
- Read the table — one row per supplier, columns:
- Supplier — trading partner name
- Orders — order volume in the window
- Ack % — share of orders acknowledged (with the count in parentheses)
- ASN % — share that sent an advance ship notice
- Invoice % — share that returned an invoice
- Overall — combined compliance score (colored pill)
- Use the colors to triage: green ? 95%, amber 80–94%, red < 80%. Follow up with any supplier showing amber/red columns.
What success looks like
You can compare suppliers' EDI compliance at a glance and identify which partners to follow up with.
Gotchas / troubleshooting
- Low percentages here usually line up with drop-offs in the EDI Document Funnel for the same document type.
- The window length and "Last updated" time are shown under the table; if it's empty, run EDI Metrics (
calc_edi_metrics.cfm) to populate the cache.
Related
- View the EDI document funnel
- Manage suppliers and their account connections