Carte Blanche Australia has the ability to send invoices in a format that allows items to be easily imported into Retailer. The steps below will explain the settings and procedures needed to do so.

Setting Up Carte Blanche for EDI Invoices

1. From the main screen of Retailer, click on Stock -> Suppliers & Departments.
2. Click on the Suppliers tab.
3. Click on the magnifying glass at the bottom. If Carte Blanche Australia exists as a supplier, select it and press OK. If not, click HERE to learn about adding a new supplier.
   
4. In the Details tab, for the field When adding stock, the default department for this supplier is select your cards or giftware department.
5. In the Other tab:
   
1. The Tick if Cost price entered on invoice is Inc. GST box must be ticked.
   
2. Ensure that Always Use the Retail Price from the EDI invoice is ticked.
6. In the EDI tab the When arriving EDI invoices this supplier arrives by option must be set to Barcode.
7. Click Save then Close.
   

Importing EDI Invoices

1. Save the attached EDI file (usually in a .ddo or .dd2 format) from your e-mail to somewhere easy to get to such as the Desktop or Downloads folder.
2. From the main screen of Retailer, click on Stock -> Invoice Arrivals.
3. Click on Open Invoice (located on the top right of the screen).
4. Navigate to the invoice file you saved earlier and double-click on it.
5. You may be prompted to select the supplier that this invoice is from. Select Carte Blanche Australia from the list and click OK.
6. The Select Invoices to Import screen will appear.
7. Click on the Carte Blanche Australia invoice, then click OK.
8. The invoice will begin to arrive. If you are prompted to Find a Stock Item which doesn’t exist, click Add and press [F2] on the keyboard.