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.