Send purchase order via EDI
  • 16 Jun 2024
  • 1 Minute to read
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Send purchase order via EDI

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Article summary

In order to send a purchase order via EDI, the relevant supplier must exist in RetailLink and be connected to the EDI network. It must also be indicated in RetailVista that the messaging is done via EDI. Refer to the New EDI Supplier Manual and RetailLink website for more information.

When adding a purchase order in RetailVista, the header will display "EDI message" to indicate that this purchase order can be sent via EDI.

Only the quantity and barcode of the product are sent through the EDI message. The desired delivery date is sent from the purchase order header if specified.

In the RetailVista settings, it can be specified whether RetailLink test mode should be active. If test mode is active, the supplier will see that it is a test order and will not process it. Not all suppliers are equally aware when it is a test order, so NedFox advises contacting the supplier in advance to confirm that a test order will be sent and when it will be sent. Once all suppliers are connected and the test purchase orders have been successfully received, the test mode can be unchecked so that it is clear to the supplier that the purchase order should be processed.

On the "General" tab of the purchase order, it is now visible that it is a purchase order via RetailLink.

On the "Advanced" tab, you can see that it is a test order. If this order should not be sent as a test order, this field can be unchecked.

After printing the purchase order, we make the purchase order "Final". Now the purchase order is ready to be sent to RetailLink. Click on "Send purchase orders" on the left side of the screen.

Click on "Send purchase orders".

A green line appears indicating that the purchase order has been sent to RetailLink. The export date now appears on the "General" tab. This is the date on which the purchase order was sent to RetailLink. You can find the EDI message on the "Message" tab.

The message can also be found via -> Start -> EDI -> Outgoing messages.

You can track the data exchange via the RetailLink website.


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