The Acctivate EDI module includes support for the importing EDI Customer Purchase Orders. These are typically orders from larger customers, such as “big box” retailers, grocery chains and large distributors.
Your EDI Trading Partners may request shipments for any of the following destination types:
- Distribution Center
- Cross Docking via Distribution Center
Sales Order(s) will be imported for a single Customer Ship-to Location (e.g., “Direct”). The end consumer’s address will be included as the Ship-To address in the EDI order. The “Override” box will be checked on the ship-to address for the Acctivate sales order.
Optionally, you can create a Custom Packing List in Crystal Reports to include your Trading Partner’s brand (e.g., Wal-Mart) along with instructions to request a return, etc.
Each Store Location will be set up as a Customer Ship-To Location in Acctivate. The sales orders will include the store number and address in the Ship-To section. Direct-to-Store shipments will bypass any distribution centers.
Customer EDI Purchase Orders may received with Store Destination Quantity (SDQ) segments to specify the quantity for each store. Please contact your EDI Service Provider to ensure they can split consolidated POs into individual orders for Acctivate.
Sales Orders and Invoices can either be linked to a single customer record for the trading partner or a customer record for each store. This is an important decision for managing and billing your EDI clients. Please review our EDI customer article for more information.
This destination method has traditionally been the standard for larger retailers, however many are moving to Cross Docking (see below). Distribution Center (DC) orders are very simple, where a Customer Ship-To Location for each DC is created in Acctivate. Your customer (trading partner) may be re-stocking their distribution center, later processing shipments to individual stores. This is also a common method for online retailers who are shipping direct to consumers from one or more distribution centers.
Typically, all DCs will be ship-to locations under a single customer record for billing, but you can optionally create a separate customer record for each DC.
Cross Docking via Distribution Center
Many retailers are moving to the Cross Docking method of processing vendor orders. You will be expected to ship to a distribution center (DC) with each carton marked for a store. The trading partner will expect that each carton label contains the appropriate Store Number and/or Barcode.
The Acctivate Packaging Manager can consolidate multiple sales orders into a single shipment, as long as the ship-to address is the same. Therefore, one shipment will be created for each DC, including all store orders shipped through that DC. A single Advance Ship Notice (ASN) will be created for the shipment including all sales orders processed through that DC.
Note: Consolidated Invoices are not supported by Acctivate. Therefore, a single invoice will be created for each Acctivate sales order. These invoices can be exported into a single EDI transaction file and often consolidated by your EDI Service Provider. Please talk to your EDI Service Provider to review options for consolidated invoices.