This feature allows users to generate electronic delivery dockets (DD2) for customers and subagents. Retailer will attach DD2 and PDF files created from Invoices/Delivery Dockets to emails sent to chosen customers. The DD2 format used is the EDI industry standard, meaning if your subagent or customer uses Retailer, they will be able to import the EDI files you generate.

Prerequisites

  1. Retailer must be serialised.
  2. Internet connection must be active and working.
  3. Configure POP3 and SMTP settings in Retailer. For more information on this, click HERE.

Enable Customers to Receive EDI Invoices

  1. From the Customer Screen, select the customer or subagent to be set up for EDI.
  2. Click on the Contacts tab. Ensure you have a valid email address for the customer.
    You can enter multiple emails if you separate them using a semicolon ;
  3. Click on the Other tab. Place a tick on Allow EDI for this Customer.
  4. Click on Save and click on Close.

Once the above steps are completed, the system will email the EDI files as attachments automatically as per of your normal process.