Supplier In-Site (SIS) Reporting

Transcription

1 Supplier In-Site (SIS) Reporting Supplier Portal Reporting Integration October 2018

2 Welcome! We re pleased to announce that Suppliers can now visit UNFI s updated Supplier Portal to find the following: New Item Packet Submission Promotional Form Submission ClearVue Reporting (Fee Included) Supplier In-Site Reporting (Fee Included) This guide will walk you through the Supplier In-Site Reporting section of the portal. 2 Supplier Portal

3 Content What is SIS? Log In / Reset password Home Screens Running a Report Subscription Set Up Notifications Adding Users - Owner/Manager Levels Report List & Examples Retailer Exclusion List Fee Structure 3 Supplier Portal

4 Supplier In-Site The Supplier In-Site program (SIS) is designed for UNFI suppliers as a web based reporting tool that provides visibility to the sku and store level sales data. It is a collection of 22 reports that are updated quarterly with five rolling quarters worth of data available at all times. The quarters are updated by the 15th of the month after the calendar quarter closes. Once new quarter is loaded the last quarter will drop off. Reporting is based on calendar quarters except MCB Chargeback reports which are weekly and you can pull them as early as last week. The majority (50%) of the reports in SIS feature detail from UNFI s Top 500 Independent Retailers. The Top 500 independents represent 70% of Independent Channel Sales. The Top 500 Independent Retailers list is available on the site and is updated annually in January. Stores included in the Top 500 have sales that carry across all categories. These 500 stores make up 10% of all UNFI Independent stores, but 70% of all UNFI Independent business. It s a very top-heavy channel. This reporting service is especially great to grow your independent sales. Available 24 hours/7 days a week with no limit of amount of reports ran. 4

5 Log In Account/Login Enter your address and password then click the Log in button to access the Supplier Portal. Press Forgot your password to yourself a reset link. 5 Supplier Portal

6 Home Page When you log in you will be directed to your Home page. From there, you ll want to click on the Reports link, which can be found on the Navigation Panel on the left hand side of the screen. Link to Supplier In-Site Reporting 6 Supplier Portal

7 Reporting Home Page Below you ll find key functions of the Reporting Home Page: Any previously run reports will populate underneath the Previous Reports section. All reports will remain on the portal for 7 days, before being removed. Remember to save reports to your computer if you wish to keep them! Click on the plus sign for a drop down of available reports 7 Supplier Portal

8 New Report All reports are separated by Reporting Category, which is displayed in the Category drop down. Choose SIS & Report: 1. Choose SIS for Category option 2. Choose report Brand ACV vs. Category Leaders Report East Region Weekly Manufacturer Chargeback Extract Independent ACV Comparison Reports Quarterly Independent Data Mining 1 - Supplier Category Share Summary Independent Data Mining 2 - Supplier Voids Detail Independent Data Mining 2 - Supplier Voids Summary Independent Retailer ACV Comparison Reports Monthly Independent Sales Trend Report Independent Sales Trends by Item Sales by Class of Trade vs. Category Leaders Report Sales by Class of Trade vs. UNFI Average Report Sales by State By DC Report Sales by UPC by DC Speed to Shelf Detail Report Speed to Shelf Summary Report Top Independents Top Items Falling Off Shelf Detail Report UNFI Regional Category Rankings Vendor Sales Customer Details Void Detail Report Void Summary Report West Region Weekly Manufacturer Chargeback Extract 8 Supplier Portal

9 Report Parameters Make selections to run the report parameters* you re looking for. Example below: Choose export format Select category from the drop down, or leave blank to run report for all Select UPCs from the drop down, or leave blank to run report for all UPCs Select if you have multiple brands Choose quarter to report on Option to schedule a report for a specific date or ongoing timeframe. Option to have the report sent directly to your inbox *Parameters differ per report 9 Supplier Portal

10 Report Population After clicking the Run Report icon, the report will populate below in the Previous Reports Section. An arrow icon and Running will appear while your report is loading: Once the report has finished running, a Download icon will appear. Click here to download. Reports will be available for download for 7 days. 10 Supplier Portal

11 Scheduling a Report The option to schedule a report is available via a selection box underneath the report parameters. Select start and end dates, as well as the frequency of the reporting. This can be used for a one time report, or ongoing subscriptions. Click on Users, to create subscriptions for other Users who are assigned to this Supplier. 11 Supplier Portal

12 Notifications Users are alerted of notifications through the bell icon, located on the top right corner The Notification section is used to alert Users of a failed report. UNFI also uses this section to communicate important messages related to the Supplier Portal. Notifications will appear in the drop down 12 Supplier Portal

13 Adding a User Owners and Managers have the ability to add Users under the Supplier, providing colleagues (or broker reps) with the ability to pull reports independently. 1) From the Navigation panel, click on Suppliers 2) Click Edit Details 13 Supplier Portal

14 Adding a User Under the Associated Users section, you can edit existing Users or add a new User 1) Click Associated Users to view all Users currently associated with the Supplier account. Existing Users: You have the ability to edit an existing User s Access Level or Remove Users altogether from this screen. New Users: Add a new contact by clicking here. 14 Supplier Portal

15 Adding a User Edit an existing User to give them reporting access To give existing Users access to reporting, clicking on their name and selecting Reporter under their Permission Group. See next slide for screen shot. 1) Click on their name 2) Scroll to Permission Group 3) Select Reporter 4) Click Save User 15 Supplier Portal

16 Adding a User Edit an existing User to give them reporting access 16 Supplier Portal

17 Adding a User Add a New User by clicking on the Add User button on the right hand side of the screen Select Supplier or Broker under User Class Enter User contact details Contact Type refers to User s company title/department Give permission to access reporting by selecting Reporter Select User access level 17 Supplier Portal

18 Reports included in SIS Brand ACV vs. Category Leaders Report Sales by State By DC Report East Region Weekly Manufacturer Chargeback Extract Sales by UPC by DC Independent ACV Comparison Reports Quarterly Speed to Shelf Detail Report Independent Data Mining 1 - Supplier Category Share Summary Speed to Shelf Summary Report Independent Data Mining 2 - Supplier Voids Detail Top Independents Independent Data Mining 2 - Supplier Voids Summary Top Items Falling Off Shelf Detail Report Independent Retailer ACV Comparison Reports Monthly UNFI Regional Category Rankings Independent Sales Trend Report Vendor Sales Customer Details Independent Sales Trends by Item Void Detail Report Sales by Class of Trade vs. Category Leaders Report Void Summary Report Sales by Class of Trade vs. UNFI Average Report West Region Weekly Manufacturer Chargeback Extract 18

19 Brand ACV vs. Category Leaders Report Bar graph for each category showing average ACV of products by brand as they compare to the top 3 brands by class of trade It is possible that your brand is brand A, B, or C (top 3 brands) Data includes: Foodservice, independents & supermarkets 19

20 Weekly MCB Extract United Natural Foods, Inc. East RegionWeekly Manufacturer Chargeback Extract For Period: 3/29/2015-4/4/2015 For Supplier: NATURE'S ANSWER Remit # Vendor Division Period UNFI_Ded_Invoice MCB Ctgry Chain Customer # Customer Name Address City State Zip Code Prod # UPC Pack Size Description Invoice # WH QTY CHG% CHG$ WS$ BMB SELECT NUTRI 04/04/2015 SE A ISL STORE ADD CITY FL SZ ITEM PHI % $5.22 $ BMB SELECT NUTRI 04/04/2015 SE RIPR A SWN STORE ADD CITY PA SZ ITEM PHI % $11.13 $ BMB SELECT NUTRI 04/04/2015 SE RIPR A SWN STORE ADD CITY ND SZ ITEM PHI % $34.98 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $6.99 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $6.99 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $1.46 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $1.38 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $1.47 $ BMB UNFI EAST 04/04/2015 WE RIPR A 1504 STORE ADD CITY NJ SZ ITEM HVA % $1.38 $27.64 Reports weekly periods of data formatted in an Excel report for East & West, designed for easy sorting and data analysis. 20

21 Independent Retailer ACV Comparison Report Monthly or Quarterly A comparison of ACV of supplier s items between 2 quarters or months Out-of-stock items do not count towards totals Data Includes: Top 500 independent retailers 21

22 Independent Data Mining 1 Supplier Category Share Summary A summary of stores whose purchases of a brand are below a level set within the parameters It will show the store purchased x% of items that make up x% of total category Data includes: Top 500 independent retailers 22

23 Independent Data Mining 2 - Supplier Voids Detail & Summary Summary of stores that are missing a selected number of supplier items from a list of supplierspecified items, within the calendar quarter Data includes: Top 500 independent retailers 23

24 Independent Sales Trend Report Sales trends by item for 3, 6, 9 and 12 month periods Includes a summary for each territory Based off of invoice price Data includes: Top 500 independent retailers 24

25 Independent Sales Trend by Item Sales trend by item for 3, 6, 9 and 12 month periods Data includes: Top 500 independent retailers misc. reports 25

26 Sales by Class of Trade vs. Category Leaders Report XXXX XXXX XXXX Pie graph detailing the percent of sales broken down by category by class of trade. This report compares your brand to the top 3 brands in each category Sales are based on UNFI wholesale (invoice) prices to customers It is possible that your brand is brand A, B, or C (top 3 brands) Data includes: Foodservice, independents & supermarkets 26

27 Sales by Class of Trade vs. UNFI Average Report Percent of the supplier s brand sales by category by class of trade compared to UNFI total sales by category Data includes: Foodservice, independents & supermarkets 27

28 Sales by State by DC Supplier sales broken down by UNFI DC and by state within each DC Same data as reported on the velocity report, only this report is quarterly Data includes: All channels of business 28

29 Sales by UPC by DC Sales by UPC broken out by each UNFI DC in dollars and qty sold Data includes: Independent sales only 29

30 OATMEAL,IRISH STYLE 12/18.5 O OATMEAL,OG,IRISH 12/18.5 OZ Speed to Shelf Detail Report United Natural Foods, Inc. Speed to Shelf Detail Report For Supplier: United Natural Brands For UPCs: , , , For Period 1/1/2015-3/31/2015 A detailed excel summary showing which stores have ordered specified products during the previous period X means ordered by the store This report is SKU-specific but will only run for the previous calendar quarter Data includes: Top 500 independent retailers Territory Rep CustomerID Customer Name Address1 City State Zip Midwest Aaron Customer Name ADDRESS1 SHOREVIEW MN X Midwest Aaron Customer Name ADDRESS1 LAWRENCE KS X Northeast Aaron Customer Name ADDRESS1 NORTHAMPTON MA X Northeast Aaron Customer Name ADDRESS1 PITTSFIELD MA Northeast Aaron Customer Name ADDRESS1 GREAT BARRINGTON MA X X X 30

31 Speed to Shelf Summary Report Bar graph showing number of retailers that have purchased specific UPC s per region Breakdown by territory showing the % of retailers that have ordered specified UPC s during the previous calendar quarter with a focus on retailers purchasing new items Data includes: Top 500 Independent retailers 31

32 Top Independents Top 500 independent retailers (sorted by Zip Code) List is updated annually 32

33 Catg: 33 - OATMEAL,IRISH STYLE Catg: 33 - OATMEAL,OG,IRISH Top Items Falling Off Shelf Detail Report United Natural Foods, Inc. Top Items Falling Off Shelf For: United Natural Brands Reporting Period: Q X = Void (ordered previous period), + = Placement (ordered current period), Blank = (not ordered in either period), $ = For UPC(s): , , Territory Sales Rep Customer Name Address City State Zip Previous Current Both Neither Southeast Aaron Customer Name 1111 Store St. WASHINGTON DC $ Southeast Aaron Customer Name 1112 Store St. WASHINGTON DC $ Southeast Aaron Customer Name 1113 Store St. COLLEGE PARK MD $ Southeast Aaron Customer Name 1114 Store St. JESSUP MD $ Southeast Aaron Customer Name 1115 Store St. OLNEY MD $ $ Southeast Aaron Customer Name 1116 Store St. ROCKVILLE MD $ Southeast Aaron Customer Name 1117 Store St. TAKOMA PARK MD X $ Southeast Aaron Customer Name 1118 Store St. CLARKSVILLE MD $ $ Southeast Aaron Customer Name 1119 Store St. COLUMBIA MD Excel summary of retailers showing which have or have not ordered select sku s in the past two quarters X indicates product ordered in the previous period + indicates product ordered in the current period Blank indicates product not ordered in either period $ indicates product ordered in both periods Data includes: Top 500 independent retailers 33

34 UNFI Regional Category Ranking Divided by UNFI Regions - Denver, East and West Shows how items are doing within category within a specific region Indicates how many products are within that category Ranking based on dollars 34

35 Vendor Sales Customer Detail United Natural Foods, Inc. Vendor Sales Customer Details Sales Period For Supplier: Customer UPC Brand Description UOM STORE PIER 400 LOS ANGELES HI Earliest Sale Date Latest Sale Date Total Quantity Shipped First Time Purchased this Purchased? quarter? BRAND ITEM C 10/16/ /23/ N N BRAND ITEM C 11/06/ /02/ N N BRAND ITEM C 11/13/ /02/ N N BRAND ITEM C 12/11/ /08/ N Y BRAND ITEM C 01/08/ /23/ N N STORE PIER 400 LOS ANGELES HI BRAND ITEM C 12/16/ /29/ N Y BRAND ITEM C 11/17/ /17/ Y Y BRAND ITEM C 11/17/ /08/ Y Y BRAND ITEM C 11/11/ /17/ N Y BRAND ITEM C 11/17/ /08/ Y Y BRAND ITEM C 12/16/ /29/ N Y BRAND ITEM C 12/08/ /08/ Y Y BRAND ITEM C 12/16/ /29/ N Y BRAND ITEM C 11/17/ /17/ Y Y BRAND ITEM C 12/16/ /22/ N Y STORE PIER 400 LOS ANGELES HI BRAND ITEM C 10/14/ /15/ N Y BRAND ITEM C 10/13/ /13/ Y Y BRAND ITEM C 09/08/ /15/ N Y BRAND ITEM C 10/28/ /24/ N Y BRAND ITEM C 09/29/ /29/ N N Provides visibility to which BRAND ITEM retailers C are 10/14/2013 purchasing 10/20/2014 which 1.00products N Y by date BRAND ITEM C 10/28/ /10/ N Y Broken down by each individual store that has purchased from supplier in BRAND ITEM C 12/02/ /01/ N Y past 5 quarters Data includes: All stores except those who have not authorized UNFI to release their information 35

36 Void Detail Report Detailed list of supplier voids and placements for a specified calendar quarter Sorted by Zip Code X means ordered during the reporting period Data includes: Top 500 independent retailers 36

37 Void Summary Report Voids vs Placements bar graph analysis Summary of supplier voids and placements for a specified calendar quarter Retailer slots = total # stores in region x products available to slot - i.e. 500 stores x 1UPC = 500 retailer slots Data includes: Top 500 independent retailers 37

38 Retailer Exclusion List List of Retailers that contractually do not allow us to share their data. Their data will only show in the following reports: MCB Reports Any report that groups sales without breaking out by individual retailer such as Sales by State by DC, Sales by UPC by DC, etc. 38

39 Fee Structure Supplier Size $10 Million $ Million $ Million $ Million $ Million Under $1 Million Annual Fee $22,000 $17,500 $14,000 $11,000 $7,500 $5,000 Additional Notes The fee is based on UNFI s net purchases over the past 12 months. SIS included within ClearVue and Supply Chain by ClearVue. Supplier will sign a mutual non-disclosure agreement. Supplier participation in key UNFI sales and marketing programs will remain at mutually acceptable levels 39

40 Contact Emma Padden, Supplier Program Planning & Education Manager Phone: (401) ext