Quick Summary: Gain visibility into supplier reliability and future purchasing exposure by consolidating historical performance data and projected orders. Identify risks, confirm delivery trends, and forecast cash flow with greater accuracy.
Why the Supplier Performance Feature Matters
Supplier reliability directly affects your ability to meet demand and manage working capital. This feature provides the transparency needed to:
Analyze supplier reliability using historical performance data.
Anticipate upcoming purchase commitments using projected order values.
Manage supplier relationships using measurable delivery and order history metrics.
By bringing past, current, and future purchase order data into one place, you can use factual data to guide supplier discussions, reduce variability in your supply chain, and confidently plan spending.
What You Need to Know About the Tabs
The feature contains several tabs, each showing a different aspect of supplier activity.
Stats Tab
Provides a high-level overview of each supplier’s activity and reliability.
You can view:
The number of products supplied per location.
Total inventory value and the portion in safety stock.
The supplier’s delivery reliability to each location.
The value of orders placed, overdue, in the pipeline, or recommended into the future.
This overview helps you identify which suppliers most influence your inventory value and performance.
Historical POs Tab
Displays the value of purchase orders received by month for the last two years.
Use this view to analyze trends in supplier delivery volumes and confirm whether supply levels are stable or declining.
Overdue POs Tab
Shows the value of purchase orders that have missed their due dates.
Use this information to understand how much stock is currently delayed, which suppliers are causing disruptions, and whether follow-up is required.
Open POs Tab
Shows the value of purchase orders that have been placed but not yet received.
This view helps you check that expected delivery dates remain realistic and identify possible data errors or incorrect due-date entries.
Future POs Tab
Displays projected purchase orders to be placed in upcoming months based on current recommendations.
This provides forward visibility into expected supplier spend and supports both capacity and cash-flow planning.
Interpreting the Data
Each view represents a different stage in the supplier relationship:
Historical and Overdue tabs reflect past supplier behavior.
Open and Future tabs provide a forward-looking perspective.
Together, they give a complete picture of supplier reliability and future exposure, helping you make informed purchasing and policy decisions.
Accessing and Downloading Supplier Data
Each tab can be downloaded for further analysis or reporting.
You can extract supplier data from all four PO tabs, Historical, Overdue, Open, and Future, in either CSV or Excel format.
These downloads provide transparency into the data that underpins supplier performance trends and purchase forecasts, allowing you to perform deeper reviews or share insights with procurement and finance teams.
How To: Use the Supplier Performance Feature
⚠️ Watchouts
Purchase cost information: When you download the “All Orders” report, the generated file includes purchase cost details. Ensure that only authorized users access this information.
Data quality affects visibility: Ensure supplier due dates and purchase-order receipts are recorded accurately in your ERP. Inaccurate or missing data will distort the supplier’s historical reliability and your projected spend.
💡 Tips
Use the Future POs tab for forward planning: Reviewing future order projections helps assess upcoming supplier commitments and potential cash flow impact.
Spot anomalies: Use the Open and Overdue PO views to identify data errors or suppliers needing closer management.
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