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EDI

  • EDI 846 - Inventory Inquiry/Advice

    Overview The EDI 846 Inventory Inquiry/Advice document is used to send inventory availability information to trading partners who need to know how many items are available for purchase.  SalesPad supp...

  • EDI 870 - Order Status Report

    Overview The EDI 870 Order Status Report document is used to send periodic updates on the status of an order to the customer. Prerequisites Before continuing with EDI 870 setup, make sure EDI is prope...

  • EDI 860 - Purchase Order Change Request

    Overview The EDI 860 Purchase Order Change Request document is used when a customer needs to request changes to an existing order that they previously submitted as an 850 Purchase Order.  This can inc...

  • EDI 945 - Warehouse Shipping Advice

    Overview The EDI 945 Warehouse Shipping Advice transaction confirms a shipment.  A warehouse can use this transaction to notify a trading partner that a shipment has been made. Prerequisites Before co...

  • EDI 940 - Warehouse Shipping Order

    Overview The EDI 940 Warehouse Shipping Order transaction is used to instruct remote warehouses to ship sales orders. It is commonly used by a seller, such as a manufacturer or wholesaler, to authoriz...

  • Intercompany EDI Communications

    Overview Intercompany EDI communications allow two companies to send EDI documents to one another without being processed by a third party intermediary EDI processor like SPSCommerce. A main use case ...

  • EDI Trading Partner Setup Steps

    How to prepare:  Complete at least one round of setup and testing with the Cavallo Professional Services team, and have at least one trading partner submitting transactions in production.  Engage the ...

  • EDI 846 Item Registries Inventory Lookup

    Inventory Report Quantity Logic Overview New functionality has been introduced to control how inventory quantities are sent for EDI 846 (Item Registries) xml files, and for csv/xls/xlsx files. Setup I...

  • EDI Service Setup

    To set up EDI as a service, please follow these steps: Click the EDI Service button located at the top of the screen Click Install As Service Once the Configure Service window appears, click Next On t...

  • Sales Document EDI Packages

    Overview The Sales Document Packages tab is where cartons intended for shipping are created. It is a necessary step in creating shipping labels using SPS’s web service, and it is also required to accu...