Audience: Retailers

Retailers may configure the Scorecard settings according to their expectations and compliance program needs using the Scorecard Settings page. Here are some things to consider when configuring the expectations and score weights that your suppliers must meet:

  • Any settings you configure will be applied to all your connections. 
  • You may adjust the settings at any time up until 11:59PM EST on the last day of the month. Settings defined by that date and time will be used to calculate the score for that month.
  • Past months will not be affected by the current settings.

Important: Monthly score calculations cannot be reversed or altered after 11:59PM EST on the last day of the month. Carefully review all settings before this date and time to avoid incorrect monthly scores.

Step 1:  Click the Dashboard icon and select Automation & Reporting > Scorecards.

Step 2: In the Scorecards page, click Scorecard Settings in the top right.

Step 3: The Scorecard Settings page is displayed. From here, you can:

Set your expectations

Enter the percentages manually or use the scroll bars to adjust the percentages for each component. Here are the default percentages recommended for each component:

  • Adjusted Fill Rate - 99.0%
  • Shipped On Time Rate - 95.0%

Note: These are general guidelines and, in some cases, may not be relevant for certain types of products, suppliers, or retail scenarios.
Configure the score calculation

Enter the percentage manually or use the scroll bars to adjust the percentages for each component that contributes to the monthly score. Here are the default percentages recommended for the calculation:

  • Adjusted Fill Rate - 50%
  • Shipped On Time Rate - 50%

Note: Fulfillment of orders and getting the order to the customer within the expected ship window are of key importance to protect a positive customer experience. 50% of the weight is allocated towards providing up-to-date inventory to prevent out of stock cancellations, backorders, and orders on discontinued products. 50% of the weight is allocated towards meeting the expected shipping window communicated to the customer.

Learn more about available metrics.

Step 4: When complete, click Save Changes. The expectations and score weights you set will be applied for all connections and will begin from the current month forward.

Step 5: When the save is successful, click Done to return to the Scorecards page.

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