Getting Started with EDI on ShippingTree

Welcome to ShippingTree’s EDI platform! This guide will walk you through how to set up your EDI integration, including configuring your connection with an EDI Service Provider like SPS Commerce or TrueCommerce, leveraging Orderful for message exchange, and preparing your retail guidelines for seamless testing and implementation.

Step 1: Setting Up Your EDI Service Provider.

What is a Managed EDI Service provider?

An Managed EDI Service provider connects third party logistics providers, retailers, and merchants like you, facilitating the secure and reliable exchange of EDI documents (e.g., 850, 940). While SPS Commerce is the most commonly used Managed EDI service provider among ShippingTree merchants, other EDI Service Providers like TrueCommerce can also be utilized.

1. Contact Your EDI Service Provider:
   • Ensure that your company’s EDI account is setup with the retailer and that your agreement with the EDI Service Provider includes third party warehouse support.
   • Provide your GS1 Company Prefix and ISA ID to configure your EDI profile in our app.
2. Share Your Retail Guidelines:
   • Collaborate with your EDI provider (e.g., SPS Commerce or TrueCommerce) to ensure your trading partner-specific EDI guidelines are defined.
   • These guidelines include mapping rules, required fields, and transaction workflows for the following EDI messages.
     • 940 Warehouse Shipping Order from EDI Provider to ShippingTree.
     • 945 Warehouse Shipping Advice from ShippingTree to EDI provider.
     • 856 Advanced Ship Notice from EDI provider to Retailer.

Step 2: Setting Up with Orderful

What is Orderful?

Orderful is the API-first EDI platform ShippingTree integrates with to facilitate message exchange. Merchants do not need to create an Orderful account—our team will handle the setup for you.

1. Initiating the Connection:
   • Once your EDI Provider is ready and your guidelines are established, the ShippingTree team will send a trade request through Orderful to connect your business to ShippingTree.

2. Trade Request Form Details:

   When you receive the trade request, fill out the required information:

   • Your Details:
     • Confirm your EDI account and EDI support email (e.g., edi-support@yourcompany.com ).
   • EDI Guidelines:
     • Select whether you will follow the guidelines set by ShippingTree or use custom scenarios.
   • Trading Partner Details:
     • Provide accurate information, including:
       • Company Name: ShippingTree
       • ISA ID Qualifier and ISA ID: Confirm these details with the ShippingTree team.
       • EDI Support Email: Enter support@shippingtree.co .
   • Start Testing:
     • After the trade request is approved, you can begin sending test messages (e.g., 940 and 945 transactions). These will allow ShippingTree to confirm that your transactions align with your EDI guidelines and contain the correct data.

Step 3: Testing and Troubleshooting

Once your connection is established, follow these steps to ensure everything runs smoothly:

1. Send Test Messages:

   Use your EDI Provider (e.g., SPS Commerce or TrueCommerce) to send test transactions. Start with:

   • 940: Warehouse Shipping Order
   • 945: Warehouse Shipping Advice
2. Monitor Transactions in the EDI Interface:
   • Review incoming transactions in the ShippingTree EDI Interface.
   • Gain full visibility into transaction data, including the raw EDI messages.
3. Troubleshoot and Reprocess:
   • If errors occur (e.g., unmapped product variants or incorrect data), ShippingTree will provide detailed feedback in the EDI Interface.
   • Use the Reprocess tool to resolve issues and resubmit corrected transactions.
4. Transition to Production:
   • After all test scenarios are successfully validated, ShippingTree will transition your setup to production, allowing live transactions.

Additional Information

• Transaction Types Supported:
  • Initial support includes 940 and 945 transaction types.
  • Future updates will expand support for additional EDI transaction types.
• Who to Contact for Help:
  • For EDI setup or troubleshooting, email support@shippingtree.co .
  • For questions related to your EDI Provider, contact SPS Commerce, TrueCommerce, or your specific providers support team.

📈 Looking Ahead

ShippingTree is continually enhancing its EDI capabilities. We’re working to expand support for additional transaction types, retailer connections, and options to meet the diverse needs of our merchants.