BP-05 · ILLUSTRATIVE SCENARIO
Onboarding a retailer's EDI requirements
A distributor wins a retailer account that requires EDI purchase orders, advance ship notices and invoices, with routing-guide labels.
This is an illustrative scenario written by SALES TEC to show our approach. It is not a description of a real client, and it contains no results.
§ 01The problem
Orders are keyed by hand from a portal, ASNs are late or wrong, and mismatched invoices trigger deductions from payment.
§ 02How we would approach it
- 01Choose the connection path with the client: an EDI provider, or direct AS2 or SFTP.
- 02Map the inbound 850 to a sales order, and generate the outbound 855, 856 and 810 from confirmed shipments, tracking 997 acknowledgements.
- 03Print compliant pallet and carton labels (SSCC, GS1-128) from the warehouse.
- 04Compare PO, ASN and invoice before sending, alert on differences, and test with the retailer before go-live.
§ 03How we would measure success
Measures of success
- Orders processed without touch
- Invoices rejected or deducted
- ASNs sent on time
- Days to onboard the next partner
Related services
Industry
Distribution & WholesaleStart here
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