Using Vendor Report Card

Features of Vendor Report Card

Vendor Report Card provides Eagle customers with insights to vendor performance.  Most Eagle customers have expanded their product lines over the years.  Many Eagle customers have shifted as much as 25% to 40% of their merchandise purchases to direct-to-vendor versus the more traditional cooperatives such as Ace or True Value.
 
Vendor Report Card seeks to answer the business question:  “how is my independent vendor performing?”

Minimum Eagle and Eagle for Windows PCO Levels

Eagle for Windows Licensing Options

Important:

Advanced Receiving is required for full analysis of freight and other charges. If you don’t have advanced receiving, you will not want to select the checkbox for “freight and adjustments” in the report card configuration screen.

Eagle Options Required

Compass Data-Cubes Required

Inventory Valuation Cube in Compass (IN_SNAP) or Historical Inventory Cube in Compass (IN_SNAPEXT)  

Note: These cubes may need to be derived if they don’t exist in your system already.  Talk to your implementation specialist.

Eagle for Windows Security Bits

Getting Started with Vendor Report Card

 

Adding a Vendor Report Card Definition

 

 
  1. Add a report card definition on the left panel by clicking the green plus sign
  2. Fill definition page as desired

Important: If you do not have Advanced Receiving, do not check the box for “Freight and Adjustments”

  1. Save, or Save and Run Now – this places the results in the Spooled Task pages in Compass

Note: These report cards may also be scheduled in a task.

Vendor Market Basket

The suite of Market Basket Analysis reports are designed to provide you with information about the items or types of items that sell most frequently with a chosen vendor.  Items selected by the filter area show on the right while category information shows in the main area. To see line item details associated with a vendor, double click that row and a new window will show the list of items.
 
 

  

Vendor Viewers

Vendor Viewer and Vendor Report Card Viewer
  1. Viewers allow changes to Eagle data via a grid. Both of these viewers are included in the Vendor Report package.

  2. Security / Option settings for Viewers to work.

MVR Enhancements – UI and Fields

Note: Over 100 new fields in tabs 7, 8, and 9 of MVR

These new fields are also tied to a Compass Viewer called “Vendor Report Card Viewer” which is accessible from the Compass Menu.
 

  

 

 Report Card Output

  1. Report Definition Tab
  2. Report Card Definition – Name given to the Report Card  

  3. As of Date – Point in time that determines the “last possible date” for sales, inventory valuation, orders, and adjustments

  4. Remaining fields are self-explanatory

  1. Sales Tab  
  2. These metrics use “current” department, class, fineline, and manufacturer – “historical” vendor, or vendor at time of transaction is used for vendor.

 

  

  1. Inventory Tab

Things Vendor Report Card checks for:

These metrics use “current” department, class, fineline, and manufacturer – “historical” vendor, or vendor at time of snapshot is used for vendor.

  1. Inventory Value – This is an average value – adds up all entries it finds for desired time period and divides by the number of entries found.  For most recent 12 months, it adds the current value to the total, and adds one to the denominator.

  1. Order Point $, % of Order Point, Overstock –

  1. Sales – Net Sales from Sales Detail for desired time period

  2. Cost – Cost from Sales Detail for desired time period

  3. GM% – GM% from Sales Detail for desired time period

  4. Units Sold – Net Sales Units from Sales Detail for desired time period

  5. Avg QOH – Add the QOH for every record in either INsnap or INsnap_ext divided by number of entries found

  6. Turns – COGS / Average Inventory Value – both factors are for the same time period

  7. GMROI – Turns * GM%

  8. Days of Supply – 365 / Turns

  9. Sell Thru % Units – Units Sold / (QOH + Units Sold)

  10. Sell Thru % Dollars – Dollars Sold / (Current On Hand Value + Dollars Sold)

 

  

 
 
     
  1. Orders Tab

Things Vendor Report Card checks for:

Field Definitions

  1. # Orders – count of all purchase orders that have their first event (“date of record”) as a 201, 202, or 602.

  2. # Order Lines – count of distinct Store/SKU on the purchase orders above – if a PO has both a 201 and a 602 for example, we only count the Store/SKU for the first event

  3. # Shipments – count of distinct dates for each PO for each store that was received on any of the POs above.

  4. # SKUs Received – counting distinct PO / Store / Item on the shipments

  5. # Orders Not Received – List of POs in “# Orders” that aren’t received, or still in MPO

  6. # Claims – count of type C and D POs

  7. Claims % of Orders – calculation (# Claim Orders / (# Claim Orders + # Orders)

  

 
  1. Freight Tab

  

 
  1. Program Tab
  2. Various fields from MVR

  3. New fields from new tabs in MVR

  4. Other standard fields in MVR

  5. If fields are different for each store, and multiple stores are selected in the report card, then each unique field value will be displayed

  6. If multiple vendors are included in the report card, then a column for each vendor will be reported