Trading Partner Grouping in EDI Reporting

We’re excited to introduce Trading Partner Tags, a powerful new feature in Syncrofy’s EDI reporting that allows you to organize and analyze your trading partners in customized groups for more insightful analysis.

What’s New:

With the new grouping functionality, you can now categorize trading partners based on criteria that align with your business needs. Some examples of how you might group partners include:

• Item Category: Group vendors based on the type of products they supply, such as electronics, apparel, or food items.
• Customer Type: Segment your partners by customer profile, such as retail buyers vs. wholesalers.
• Onboarding Status: Track partners based on where they are in the onboarding process (e.g., new vs. established).
• Region or Geography: Group partners by their geographical location (e.g., North America vs. Europe).
• Compliance Performance: Organize partners by their compliance with OTIF or other performance metrics.
• Supplier Tier: Categorize partners based on importance, such as primary vs. secondary suppliers.

Why This Matters:

The ability to group trading partners allows for more precise and strategic analysis. Here’s why it’s a game-changer:

• Holistic Performance Analysis: Get a comprehensive view of how partners within specific groups—such as item categories or geographical regions—are performing, making it easier to track trends and identify key contributors or areas for improvement.
• More Strategic Decisions: Grouping partners by customer type or onboarding status helps you focus resources on critical areas, such as supporting new partners or expanding relationships with high-performing customers.
• Faster Issue Identification: If multiple partners in a group, such as new suppliers, show similar issues (e.g., compliance or delivery), you can address these problems collectively, improving efficiency.

How to Use It:

1. Go to the Partners tab.
2. Select the Partner Tags subtab.
3. Add the desired tags.
4. Assign these tags to your trading partners as needed.

Once tags are assigned, they will also be visible in the individual partner profiles:

Additionally, you can use the Tags filter and column in your reports to analyze data based on these tags:

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 Order to Shipment Vendor Number Validation

We are excited to announce a new enhancement to Syncrofy: Order to Shipment Vendor Number Validation. This feature ensures that the vendor number included in a shipment matches the vendor number on the corresponding order, offering substantial benefits for both trading partners.

What’s New:

This enhancement validates that the vendor number on a shipment aligns with the vendor number on the order, providing a layer of accuracy and verification throughout the order fulfillment process. 

Why This Matters:

For Buyers (Retailers):

• Accuracy in Receiving: Confirms that shipments come from the correct vendor, reducing the risk of receiving incorrect or unauthorized goods.
• Streamlined Reconciliation: Simplifies matching invoices with orders and shipments, minimizing discrepancies and easing reconciliation.
• Fraud Prevention: Helps detect potential fraud by ensuring that shipments are aligned with purchase orders.
• Improved Inventory Management: Ensures goods are from the expected vendor, leading to better inventory accuracy and planning.
• Enhanced Supplier Relationships: Reduces errors and misunderstandings, fostering stronger relationships with suppliers.

For Sellers (Vendors):

• Operational Efficiency: Streamlines the shipping process by aligning vendor numbers on shipments and orders, reducing returns and disputes.
• Reduced Errors: Minimizes shipping mistakes and mismatches, leading to fewer delays and improved customer satisfaction.
• Better Compliance: Maintains compliance with buyer requirements and contract terms, ensuring smooth shipment acceptance.
• Improved Cash Flow: Expedites payment cycles by ensuring accurate order fulfillment and invoice processing.
• Strengthened Reputation: Demonstrates reliability and accuracy, enhancing vendor reputation and potentially leading to more business opportunities.

How to Use It:

Add the “Vendor ID Number,” “Vendor ID Number (Shipment), and the “PO & ASN Vendor Numbers Match” columns to the Documents tab after filtering the document type by “Purchase Order.”  For filtering purposes, the “PO & ASN Vendor Numbers Match” is also available. 

General improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, we encourage you submit them through our Support team. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Trading Partner Information Export Capability

We are excited to announce a new feature that enhances your ability to manage trading partner data with greater ease and efficiency.

What's New?
You can now export all of your trading partner information directly from Syncrofy. This includes crucial data such as:

• ISA and GS IDs: Capture all of your Interchange and Functional Group Identifiers for seamless communication.
• Contact Information: Retrieve complete contact details for each trading partner, ensuring you have all the necessary points of communication readily available.
• Company Information: Export comprehensive company details for each trading partner, giving you a complete view of your business relationships.

Why This Matters:
This new capability allows you to maintain comprehensive records of your trading partners, facilitating smoother operations, easier compliance, and faster resolution of any issues that may arise. Whether you need to conduct audits, integrate with other systems, or simply have a backup of your critical trading partner data, this export feature streamlines the process, saving you time and reducing manual efforts.

How to Use It:

1. Navigate to the “Partners" tab.
2. Select "Download Partner Bulk Export" to generate a file containing all your trading partner details, including ISA/GS IDs, contact information, and company information.

End to End Logistics Lifecycle Visibility

We are excited to introduce a powerful new feature in Syncrofy that revolutionizes logistics management by seamlessly correlating EDI 204 (Motor Carrier Load Tender), EDI 990 (Response to a Load Tender), EDI 214 (Transportation Carrier Shipment Status), and EDI 210 (Motor Carrier Freight Details and Invoice) transactions. This enhancement provides a full, end-to-end view of your logistics lifecycle, giving you unmatched visibility and control over every stage of the shipment process.

What’s New?

• Comprehensive Logistics Visibility: Access a unified interface that links the entire logistics lifecycle—from load tendering to final billing—allowing you to monitor the progress of shipments in real-time with all related transaction data at your fingertips.
• Advanced Correlation, Tracking, and Reporting: Trace the full journey of a shipment, from EDI 204 load tenders to EDI 210 freight invoices, with seamless integration and detailed reports that offer insights into performance, compliance, and cost efficiency.
• Proactive Issue Management: Compare expected versus actual shipment details at every stage to detect potential issues early. Set up custom alerts and notifications for critical events across correlated transactions, enabling proactive issue resolution.

Why This Matters:

This new feature centralizes your logistics management, providing a streamlined approach to handling the entire logistics process within one platform. By correlating key EDI transactions, you gain the ability to make data-driven decisions that enhance operational efficiency, reduce costs, and improve compliance. The result is a more transparent, efficient, and controlled logistics operation, where potential issues can be addressed before they escalate.

How to Use It: To leverage this new functionality, simply navigate to the document timeline view for any relevant transaction types: 

General improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, we encourage you submit them through our Support team. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

ML: Predicted Ship Dates

We are excited to introduce a significant enhancement to Syncrofy's capabilities: Shipment Date Prediction. Syncrofy’s Ship date prediction feature is designed to empower users with the ability to anticipate shipment timelines with confidence. By harnessing detailed EDI event data and understanding the intricacies of the event flow, Syncrofy delivers unparalleled accuracy in forecasting. This not only supports more informed decision-making but also enhances the overall efficiency and reliability of your supply chain operations.

Within the users tab, users can now report on predicted ship dates and proactively identify if product will arrive early or late.

Additionally, Order Summaries will now highlight the predicted ship date window and the Syncrofy confidence score.

If you are interested in the Predicted Ship Date feature, please contact us.

General improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, we encourage you submit them through our Support team. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Email Original Envelope

The power of Syncrofy collaboration has been extended outside of that platform itself.  There is now an “Email” button nested within the document detail’s view.  This functionality gives users the ability to seamlessly alert, share, and collaborate with internal teams and trading partners.

Additional EDIFACT Visibility

Syncrofy has made several improvements to better support EDIFACT.  Enhancements have been made to the EDIFACT ORDERS document details view, including more detailed line-item data.  Additionally, both DELFOR and DELJIT are now supported transactions within Syncrofy.

New Import Template: Fill Rate and Lead Time KPIs (Last 90 Days)

A new out-of-the-box dashboard is now available.  With the new “Fill Rate and Lead Time KPIs (Last 90 Days) dashboard, users can compare order volume and important shipping KPIs across your top ten trading partners.  This dashboard makes it easy to identify and track performance of fill rate and lead time and understand metrics of orders that are over, under or shipped exactly as requested.

New Import Template: Orders with Quantity Discrepancies (Last 30 Days)

Identify and take action on orders that have quantity discrepancies (Short Shipped, Over Shipped, Unit Mismatch & Shipped But Not Ordered). Determine trading partners that have order discrepancies to work internally and/or with partners to strategize improvement of performance.

Warehouse Transaction Correlation

The 940 (Warehouse Shipping Order) and 945 (Warehouse Shipping Advice) now correlate back to the 850 Purchase Order document timeline.  This functionality will empower users to have full end-to-end visibility, with the inclusion of warehouse data.  Continued innovation will be released over the next few quarters to expand upon the correlation and exception rules for the warehouse series transactions.

General improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Single Sign On (SSO)

Syncrofy now supports Single-sign-on (SSO).  SSO is a user authentication feature that allows applications to authenticate a user through a shared service.  The user logs into the shared service once and each application can communicate with the shared service to validate the user’s identity, meaning the user has fewer places to maintain a password.

As of Monday (2/5/2024), all Syncrofy users will see a change in their login experience. 

The Syncrofy landing page will have a new look, but user login credentials remain the same.  Outside of the login experience, Syncrofy (account setup, saved views/dashboard/reports, etc.) will also remain the same.

Additional communication will happen if/when your company is enabled for SSO.  No companies are enabled for SSO yet so just keep using your current Syncrofy login ID and password. 

New Import Template: Orders with Quantity Discrepancies (Last 30 Days)

Syncrofy has a new out-of-the-box dashboard available to users. This new dashboard will highlight orders with quantity discrepancies (short shipped, over shipped, unit mismatch & shipped but not ordered) so users are empowered to take action internally or with their trading partners on areas that cause supply chain disruption throughout the order lifecycle. 

General improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the Syncrofy Ideas Portal  to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Shipments for cancelled orders.  User’s can now report against shipments that have been made against orders that have been fully cancelled, giving users insight into product that has been shipped but may not be expected.

General  improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the  Syncrofy Ideas Portal  to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

214 Transportation Carrier Shipment Status Message Shipment Status Visibility. 

Six new shipment status columns (Pickup Appointment, Delivery Appointment, Carrier Departed Pickup Location, Arrived at Pickup Location, Arrived at Delivery Location, Carrier Departed Delivery Location) and their corresponding Shipment Status Reason’s have been added to the Order’s tab, providing users improved supply chain management through real time visibility into the status of an order at any given time.

User’s now have the ability to download one line item per Shipment Status.  

The CSV will provide user’s an intuitive view of the Shipment Status and it’s corresponding Shipment Status Reason: 

315 Status Details (Ocean) Shipment Status Visibility

Document Timeline Correlation:  The 315 Status Details (Ocean) Shipment Status document has been added to the document timeline view so users can see the timeline of order shipment in one consolidated view:

In addition, users can now view critical Ocean Shipment Statuses by filtering by “Purchase Order” Document Types that “Have Status Details” within the documents tab.  Added columns include the below:

1.      Returned to Carrier's Terminal

2.      Delivery attempted by the carrier; Returned to Shipper

3.      Arrived

4.      Delivery Appointment Date and Time

5.      Loaded on Vessel

6.      Departed Pickup Location

7.      Estimated Delivery

8.      Loaded on Rail

9.      Loaded on Truck

10.  Available for Delivery

11.  Booking Confirmed

12.  Bill of Lading Released

13.  Estimated To Depart Terminal Location

14.  Shipment Cancelled

15.  Received at Origin

16.  Cargo Received at Contractual Place of Receipt

17.  Carrier Release

18.  Customs Released

19.  Carrier and Customs Release

20.  Completed Unloading at Delivery Location

21.  Estimated to Arrive (En Route)

22.  Empty Equipment Dispatched

23.  Arrived at Customs

24.  Rail Departure from Origin Intermodal Ramp

25.  Arrived at Terminal Location

26.  Equipment Number

27.  Bill of Lading Number

28.  Booking Number

29.  Alpha Code/SCAC

Adjusted Order Quantity Breakdown.  Syncrofy now has two separate columns to reflect the quantities sent in an 855 Purchase Order Acknowledgement and an 860 Purchase Order Change.  This will give users a clear understanding of what was communicated separately in these two transaction sets.

General  improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the  Syncrofy Ideas Portal  to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Additional Fields Exposed in the 214 Transportation Carrier Shipment Status Message document details tab. Users now have visibility into several additional fields in the 214 document details.  New fields include:

Shipment Status Added to Document Timeline: Users now have visibility into the below shipment statuses of any given order across multiple 214 transactions within the document timeline view.

General improvements and more...

We contiue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the Syncrofy Ideas Portal to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development. 

What's New?

Syncrofy 2.0

**All below features are available on the Syncrofy 2.0 platform.  If you have questions on where your company stands on migration, please contact your customer success manager.

Update to Application Advice within document timeline. In order to ensure acknowledgement status and pertinent dataflow is clearly conveyed within the document timeline, a few updates to the UI have been completed.

1. The Application Advice is no longer displayed as a unique transaction
2. The acknowledgement (accepted or rejected) communicated within the Application Advice is now directly correlated to the origin transaction as/when the Application Advice loads into Syncrofy
3. Icons Glossary

Tax Information Section added to Invoice Document Details tab: To account for scenarios where there is more than one tax segment sent within an invoice, users can now see all TXI segments within the collapsible Tax Information section within an Invoice document details tab.

Default of 30 days for documents in Orders, Documents, & Files tabs: In order to enhance loading performance of Syncrofy, the “Loaded On” filter will be pinned to the Orders, Documents & Files tab.  The default will be set to 30 days, but users can adjust as needed.

Total number of loaded documents limited to one million: For performance enhancements, Syncrofy will now load up to one million documents.  If users would like to see over one million documents, they can use dashboards to see actual counts.

What's New?

Supply Chain Visibility

Ability to export orders with line-item details within the Orders tab. Several new columns have been added to the Orders tab when a user selects "Download one row per each unique item identifier."  New columns include Date Ordered, Order Type Code, Sender ID Qualifier, Sender ID Value, Receiver ID Qualifier, Receiver ID Value, Requested Delivery, Do Not Ship Before, Ship No Later, Estimated Delivery, Number of Line Items.

General  improvements and more...

We continue to make updates to the Syncrofy UI to ensure consistency and improve performance. 

If you have any feature requests for Syncrofy, visit the  Syncrofy Ideas Portal  to submit, vote for, and review other great ideas. The Syncrofy Product team reviews these on a recurring basis for future development.