We’re excited to announce that Orderful Web EDI customers can now manage their billing directly within their account settings. No more back-and-forth emails or manual processes—everything you need is just a few clicks away! 🚀

Here’s what you can do with the new billing management feature:

Review Your Plan: Easily view details about your current subscription plan.
Update Payment Information: Change your payment method or update your account email and name directly in from settings.
Access Invoices: View your billing history and download invoices whenever you need them.
Manage Subscriptions: Seamlessly cancel or reactivate your subscription based on your business needs.
This update gives you greater control and transparency over your billing experience, making it faster and easier to manage your account.

🛠 To get started, log into your account and navigate to the round icon in the top right corner of the interface, then click Settings > Billing.

If you have any questions or need assistance, our support team is always here to help!

What’s New?

Users can now download transactions directly from the Orderful transaction list, choosing either a filtered or unfiltered view.

To use it:

• Log into Orderful
• Navigate to the transaction list
• Click on the download button at the top right of the list
• Click "Transactions"
• A checkbox will appear beside every transaction in the list for you to select all or a subset of transactions
• Click "Confirm download x transactions"

What you can expect:

• A .zip folder containing the .json file of each transaction you selected and a new .csv file that aggregates all (850 Purchase Orders) that were selected and listed by PO number.

Give it a try today!

Orderful is introducing more granular user roles, allowing you to tailor access based on the specific actions your team members need to perform in Orderful. This update provides improved security and more precise control over who can access and manage your organization’s resources.

Roles Overview:

• Admin (existing): Full control over the organization, including managing organization settings,and user management. Owners can now also remove users from the organization.
• Manager: Handles a wide range of operational tasks, such as setting up partnerships and guiding them through to go live, but without managing user access.
• Integrator: Oversees the validation, delivery, and acknowledgment of transactions, especially during testing, while managing integration connections.
• Analyst: Initiates and configures new partnerships, with a focus on business operations, without requiring technical expertise.
• Support: Primarily responsible for troubleshooting EDI issues and managing transactions, including the creation of live web EDI transactions.
• Viewer (existing): Read-only access to organization resources, with no ability to make changes.

For a detailed breakdown of the permissions for each role, view the full list here.

You can now personalize your organization’s experience by activating and configuring a custom theme in Orderful.
On the Organization page, you have the option to set a primary and secondary color that will control the color scheme across all Orderful pages within your organization. Additionally, your company logo will now be more prominently displayed in the navigation menu.

This feature helps you align Orderful’s appearance with your company’s branding, creating a more cohesive and branded user experience.

Please note: The custom theme applies only to Orderful pages within your organization and does not affect the login page.

We've been working hard to improve billing accuracy and transparency and have some improvements coming to your account in the coming weeks.

Here’s what you can expect:

Increased Billing Accuracy: Billing is now automated based on network activity and contract terms. We’ve implemented more robust tracking to ensure that you're only billed for the services and usage relevant to your organization.

Improved Transparency: Invoices are now clearer and more detailed, breaking down charges related to trade partnerships, network transactions, and add-ons such as managed testing or integration support.

Internal Training: Our internal support and success teams are trained to deep dive you invoice with you and help you identify how you can audit and reconcile your invoice with your account activity.

Pro-rated Billing: If you expand mid-billing period, you’ll now see pro-rated charges to ensure fairness and precision in your invoicing.

We will be migrating users to this new system over the next two weeks. During this time, you may notice updates to your invoices reflecting these new features. Rest assured, our team is here to assist with any questions or support you may need.

You can now configure a custom naming convention for files delivered via Orderful-hosted SFTP communication channels. When a transaction is delivered to your SFTP folder, Orderful will automatically generate the file name according to your configured convention.

How It Works
You can configure a naming convention using hard-coded text and/or available placeholders:

• <DELIVERY_ID>
• <RESOURCE_ID>
• <RESOURCE_CREATED_AT>
• <TRANSACTION_TYPE>
• <SENDER_ISA_ID>
• <RECEIVER_ISA_ID>

Important:
The <DELIVERY_ID> placeholder is mandatory in your naming convention, as it enables Orderful to track and manage the transaction delivery status.

This new functionality gives you greater flexibility in organizing and identifying your transaction files, making it easier to manage your data flow within the SFTP environment.

The Orderful product is undergoing a brand color refresh to align with our new branding on orderful.com. As part of this brand update, you will notice a range of new colors. Our primary blue color will be replaced with black, and all other blue colors will also transition to various shades of black. In addition, other colors such as errors and success will receive minor updates. We are enthusiastic about this change and we hope you are too.

Planning for the future: These changes will lay the groundwork for exciting new tools in the future. This color update will also improve engineering efficiencies and comply with web content accessibility standards for better readability and text contrast.

You now have access to advanced delivery settings for Communication Channels on your inbound Relationships.

As a user receiving transactions, you’ll be able to:

• Deliver transactions to up to five Communication Channels.
• Deliver transactions conditionally based on transaction values.
• Control how transaction messages are delivered. For example, before or after Rules have been applied.

Users can access these advanced settings via their Relationship settings. There’s no behavior change for existing users.

Advanced delivery settings supports the following use cases:

• Migrate from an X12 integration to a JSON integration
• Trade EDI through Orderful while migrating your ERP/SOR
• Send a copy of a transaction to a third party partner

For more information see Advanced Delivery Settings.

Orderful has added AI Rule Suggestion to our Rules Editor. The AI can detect and offer Rules for the following problems:

• Filter Unwanted Segment or Loop Instances: Easily remove unnecessary data segments or loop instances from the EDI message to ensure that only relevant information is processed.
• Reorder Product ID/Qualifier Pairs: Automatically reorder product ID and qualifier pairs to match the required format, ensuring compliance with trading partner guidelines.
• Convert Product ID Qualifier to Interchangeable Value: Seamlessly convert product ID qualifiers to their interchangeable values. For example, convert "SK" (Stock Keeping Unit) to "BP" (Buyer Part Number) when the guidelines do not accept "SK".
• Date/Time Format Conversion: Convert date and time formats to meet specific requirements, such as changing "YY/MM/DD" to "YYMMDD".
• Currency Correction: Automatically correct currency codes, such as changing "US" to "USD," to ensure accurate financial data exchange.
• Country Code Correction: Adjust country codes to the correct format, such as converting "USA" to "US".
  Other Qualifiers Correction: Correct various qualifiers, including date/time qualifiers, to align with required standards.
• General String Format: Apply Rules to format strings properly, such as trimming text that exceeds its maximum length to ensure compliance with field length restrictions.

We are excited to announce the launch of our new Product List feature, designed to enhance your document creation process in Orderful. This powerful tool automates the entry of repetitive product details, significantly improving the speed and accuracy of creating outbound documents such as the 855 (Purchase Order Acknowledgment), 856 (Advance Ship Notice), and 810 (Invoice).

Key Highlights:

Auto-Fill Product Details: Automatically populates product information in your documents, reducing manual data entry and minimizing errors.
Bulk Upload and Edit: Easily manage your product list by uploading and editing products in bulk using CSV files.
Improved Efficiency: Streamline your workflow and ensure consistent product details across all your EDI documents.

To start using the Product List feature, simply navigate to the Products navigation item in your Orderful dashboard. For a detailed guide on how to leverage this new tool, please refer to our documentation.

We are committed to continuously improving your experience with Orderful and look forward to your feedback on this new feature. For any questions or assistance, please contact our support team at [email protected].