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  3. Setup EDI Ordering
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  3. Setup EDI Ordering

Setup EDI Ordering

Connected Partners with The Uniform Solution offer Direct EDI ordering. This allows you to send a purchase order electronically to the vendor through the program. To set up EDI-ordering with a Connected Partner,

  • Go to: Lists > Vendors/Mfg
  • Double-click the desired vendor to open the record
  • Select the Purchasing tab
  • On the General sub-tab in the Account section, enter your Account Number in the field
    • contact the vendor if you are unsure of your account number
  • If in a multi-store environment, select the Additional Account Numbers button
    • In the Total Account Numbers Used section, use the up-and-down arrows to enter the total number of accounts (including the one that was entered on the previous screen)
    • Enter the account numbers on the Accts 1-10 tab (including the account number that was entered on the previous screen)
      • Make sure the proper Account No. corresponds properly with the Store listed to the right.
    • Select OK to save the account numbers
    • A screen titled Account Number Changed will appear letting you know that if you wish to keep the changes made to the account numbers that you must select “OK”. Select OK
  • AP Terms, AP Due Days, and Average Days Required for Delivery can be filled in at the owners discretion
  • Select the PO Defaults sub-tab
  • On this tab you’ll enter in the desired Settings for New Purchase Orders by checking/unchecking the desired options and entering in any desired PO Terms
  • Select the Connected Options sub-tab
  • Use the drop-down arrow next to the Company field to select the correct company that matches the vendor
  • Select OK to save all of your changes and complete the EDI setup in the program
  • To complete the process, contact The Uniform Solution Support Team to quickly enable EDI-ordering through the program. Reach us at: 1.800.286.8929 or support@ddsus.net
Note

To see a full list of participating vendors in the EDI program, go to: http://www.theuniformsolution.com/info/vendors

Updated on August 4, 2017

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