EDI Dashboard

EDI Dashboard

Overview

The EDI dashboard is broken into sections including:

Headline numbers

Provides you with a quick overview on what is happening in your EDI space. Essential with automation of messages sent and received.

  • Open Orders - Number of EDI orders where the expect workflow is yet to be completed.

  • New Orders (Last 48 hours) - New EDI orders received in the last 48 hours.

  • Completed Orders (Last 7 days) - Number of EDI orders where you have completed all workflow steps within the last 7 days.

  • Purchase order messages (Last 7 days) - Number of new EDI orders received over the last 7 days.

  • Order Change messages (Last 7 days) - Number of 855 (order changes) received over the last 7 days..

  • ASN Messages (Last 7 days) - Number of 856 (ASN) messages sent over the last 7 days.

  • Invoice Message  (Last 7 days) - Number of 810 (Invoice) messages sent over the last 7 days.

Left navigation filters

Ways to drill down on your EDI orders to make the day to day administration a lot easier.

  • Keyword search - Ability to search by company name, customer PO or Cin7 Omni order reference.

  • Date Range / Created - Ability for you to filter orders by a created date range. This will include open and completed EDI orders.

  • Retailer - Ability to filter EDI orders by retailer.

  • Next Action - Ability to filter EDI orders by the stage of the workflow they are at; great for bulk actioning orders.

Workflow stages

Shows the key workflow stages required to process a particular EDI retailers workflow requirements from start to end, factoring different dispatch options.

  • Purchase order (850) - EDI order downloaded from retailer.

    • Awaiting Acknowledgement - Order downloaded and CONTRL / 997 not sent by Cin7 Omni.

    • Acknowledged - Order downloaded and CONTRL / 997 sent to retailer.

    • Awaiting Order Change - Order response sent with changes, expecting another order from the retail reflecting these changes.

    • Acknowledged - Changes - Order response sent with changes and retailer expects you to send what you can.

    • Order Change Processed - When a change to an order has been processed either buyer or supplier initiated.

  • Order response (855) - Optional stage depending on retailers workflow requirements.

    • Select Action - Requires you to review the order to accept, accept with changes or to fully reject.

    • Awaiting Acknowledgement - Order response sent, awaiting message confirmation from retailer.

    • Acknowledged - Order response message confirmed by retailer.

    • Future Action - Action required in the future, once other events / actions have been completed.

    • Not Applicable - Not required in retailers workflow.

  • Dispatch (pick, pack and dispatch yourself)

    • Dispatch Stock - Requires you to pick, pack and fully dispatch the order.

    • Urgent Action Required - Order has not been fully dispatched and the start delivery window has passed.

    • Done - Order has been fully dispatched.

    • Future Action - Action required in the future, once other events / actions have been completed.

  • Dispatch (by a 3PL)

    • Waiting to be sent to 3PL - Where an order needs to be triggered to send to 3PL.

    • Scheduled to send to 3PL - Order is scheduled to be sent to 3PL and will happen shortly.

    • Awaiting 3PL confirmation - Order has been sent to 3PL and Cin7 Omni is waiting for an order confirmation from the 3PL to be processed.

    • Urgent Action Required - Order has not been sent to 3PL and delivery start window has passed.

    • Action Required - No Confirmation - Order confirmation has not been received from the 3PL and delivery start window has passed.

    • 3PL Confirmed - Confirmation has been received and processed by Cin7 Omni.

    • Future Action - Action required in the future, once other events / actions have been completed.

  • Dispatch (using a shipping aggregator; i.e. ShipStation)

    • Awaiting 3PL confirmation - Order has been sent to the shipping connection and Cin7 Omni is waiting for an order confirmation from to be processed.

    • Urgent Action Required - Order confirmation has not been received from the shipping connection and start window has passed.

    • Done - Order has been fully dispatched

    • Future Action - Action required in the future, once other events / actions have been completed.

  • ASN (856) - Advanced shipping notice sent to retailer to expect delivery.

    • Action Required - Not all validation has been met to send an ASN.

    • Select Action - All validation has been met and ASN can be triggered to be sent.

    • Scheduled - ASN is scheduled to be sent to retailer and will happen shortly.

    • Awaiting Acknowledgment - ASN sent, awaiting message confirmation from retailer.

    • Urgent Action Required - ASN has not been sent to the retailer and start window has passed.

    • Acknowledged - ASN message confirmed by retailer.

    • Future Action - Action required in the future, once other events / actions have been completed.

    • Not Applicable- Not required in retailers workflow.

  • Invoice (810) - Invoice sent to retailer

    • Action Required - Not all validation has been met to send an invoice.

    • Select Action - All validation has been met and Invoice can be triggered to be sent.

    • Scheduled - Invoice is scheduled to be sent to retailer and will happen shortly.

    • Awaiting Acknowledgment - Invoice sent, awaiting message confirmation from retailer.

    • Complete - Order workflow has been completed and invoice message has been confirmed by the retailer.

    • Future Action - Action required in the future, once other events / actions have been completed.

    • Not Applicable - Not required in retailers workflow.

  • Color key

    • Green - Workflow stage completed

    • Orange - Action required, however not urgent.

    • Red - Urgent action required because start window has past for dispatch.

    • Dark Blue - No action required, awaiting 3PL or shipping confirmations.

    • Light Blue - Future action to address once other workflow steps have been completed.

Bulk action

Next action text

This text will always relate to the action required to complete the "Next Action" column and will change as action is taken.

View purchase orders by

  • Next Action - Groups orders selected based on action, making it easier to bulk update orders that require the same action.

  • DC - For retailers where you send store orders to their distribution center. Grouping by DC is important as store orders need to be sent together.

Print all

  • Ability to bulk print SSCC labels and a number of other key documents, including custom packing slips as per a retailers requirement.

Bulk update columns

  • SSCC No - Ability to generate SSCC No if there is one carton per order. If cartonization is required, this is updated within each order.

  • Stage - Order stage, if you require a certain stage change such as for a shipping integrator.

  • Dispatch - Ability to dispatch orders if all stock is available. If stock is not fully available it will show how much is.

  • Carrier - Ability to add a carrier individually or in bulk.

  • Tracking Code -  Ability to add a tracking code individually or in bulk.

  • Invoice date - Ability to select individually or in bulk with the same date.

  • Payment terms - Ability to select individually or in bulk with the same payment terms.

  • Next Action - Ability to update the next action to trigger the same message in bulk.

Color key

  • Green - Workflow stage completed

  • Orange - Action required, however not urgent.

  • Red - Urgent action required because start window has past for dispatch.

  • Dark Blue - No action required, awaiting 3PL or shipping confirmations.

  • Light Blue - Future action to address once other workflow steps have been completed.

Speech bubble icon

A summary of products ordered within an order and details of an order change if relevant.

COG actions

  • Admin - Ability to go to the admin screen to send emails.

  • SSCC - To generate an individual label for the specific order.

  • EDI Files - A timestamped log of all messages in and out for the specific order, with the ability to download the raw message.

  • Reset status - If a message needs to be sent, or a manual acknowledgement is required.

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