What is EDI File and EDI ID?

If you operate or deal with supermarkets, you can, where supported, use an Electronic Data Interchange (EDI) file to invoice customers electronically rather than in PDF format. 

The file will contain a list of outstanding invoices due for payment with customers identified with a unique EDI ID.

Prerequisites

Both the EDI ID and EDI File Type must be assigned to the relevant customers in the Finance Settings tab of their Account‍. 

If the file type you intend to generate is not listed, please contact your local support team.

EDI Type Column

If needed, add a EDI Type field to your Customer Listing using the Add / Remove column function.

See:

📗 Sales Item Invoices 

📗 Create & Manage Customers 

Once you have created a Sales Item Invoice for a customer that uses EDI files, generate the EDI File as follows:

1. Go to Sales > Action > EDI Extract.
   
2. Click New Extract.
   
3. Select the required format, customers, and dates, and then click Search.
4. If needed, click the plus icon to view transaction details. Then select the relevant transactions and click Generate. You will receive confirmation if the file generation was successful
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5. Download the extract for further processing.