Released: Oct 16, 2025 Type: New feature

TL;DR

See all partnerships in a single view and always know “what’s my next task?”

• Clarity: progress simplified to Setup → Testing → Go Live → Live
• Granularity: tasks appear at Partnership and Relationship (transaction type) levels
• Transparency: standardized Waiting reasons show who and what is pausing progress
• Performance: list loads target under 1 second

What’s new

• Unified Partnerships list - Partner and task context in one row with a single, system-selected Next Task to cut noise.

• Progress at a glance - The Progress column shows simplified steps and time-in-step.
• Relationship drill-down - Click a partnership to see each document type (e.g., 850, 855), its progress, next task, and any Waiting flags.

• Standardized Waiting (manual) - mark tasks as Waiting with reasons like Integration, Test files, Testing, or Other. Waiting is informational and does not block other evaluations.

• Live beacon details - In Live, hover the “Live Transactions” beacon to see which documents are live vs. still pending.

Why it matters

• Focus - One clear action to move the partnership forward.
• Speed - Faster list loads; less time hunting, more time executing.
• Predictability - Standard phases and reasons make cross-team communication straightforward.

Get started

1. Open Partnerships and review the Next Task for each row.
2. Click a row to drill into Relationships for transaction-type details.
3. Use ⋮ → Mark as Waiting to set who’s waiting and why; it will auto-clear when we detect progress.

Errors vs. Waiting

• Waiting - You’re waiting on a customer or external dependency (informational only).
• Error - A resolvable issue detected by evaluation (for example, a validation error). Fix the root cause and the task moves out of Error on the next evaluation.

FAQs

• Why only one next task? Multiple items can be pending; we surface the most relevant one to keep execution focused.
• Can I close a task manually? No - completion is event-driven to maintain integrity.
• A task looks stale - what should I do? Drill into the relationship for context. If it still looks off, ask an onboarding teammate to trigger a re-evaluation.

Read all about partnerships here

Web EDI Order Fulfillment now includes significant enhancements to how sales orders are generated, tracked, and updated. These updates improve support for complex retail workflows involving multiple stores, PO changes, and changes in what has been acknowledged, shipped or invoiced.

What’s New?

Sales orders now serve as the central source of truth for outbound transactions such as:

• Purchase Order Acknowledgments (855)
• Advance Ship Notices (856)
• Invoices (810)

Instead of relying solely on the latest 850 PO, we consolidate the buyer’s intent across:

• The original PO (850)
• Subsequent POs
• Purchase Order Changes (860) — including item updates, replacements, and cancellations

Each sales order continuously updates to reflect any confirmed changes via PO acknowledgments or new POs, ensuring transactional consistency and accuracy.

Additionally, return transactions are now auto-populated based on tracked quantities in the sales order, closing the loop for end-to-end visibility and management.

How It Works

Each retail order progresses through a series of transactions, each one informing the next. Sales orders now map and track each key phase of the buyer-seller workflow by store. This allows for support of single-store and multi-store (SDQ) scenarios.

Example Workflow:
Buyer sends a PO (850)

Seller responds with a PO Acknowledgment (855)

Seller creates a Ship Notice (856)

Seller issues an Invoice (810)

System populates a Return transaction (RMA or RTV) based on discrepancies or returns

Every transaction updates the sales order’s view of what was ordered, acknowledged, packed, shipped, and invoiced — per store.

How It Affects You

Warnings for Out-of-Sync Transactions

The UI now includes warning banners to prevent you from sending outdated information. If a transaction (like an ASN or Invoice) hasn’t been sent yet and its item details are no longer in sync with the latest Sales Order:

• You’ll see a banner warning
• You’ll be prompted to recreate the transaction to ensure accuracy before sending

This helps avoid errors and ensures customers receive exactly what they expect.

To read more about how Sales Order and Workflow mapping work read on.

We're excited to announce that our enhanced packing features for the 856 Advance Ship Notice (ASN) are now available to all users. These features are designed to streamline your shipping processes, offering greater flexibility and efficiency in packing shipments.

Key Features:

• Auto-Pack for Homogeneous Cartons: Automatically pack single-product cartons by setting the "Units per Carton" value for each product. The system calculates and creates full cartons accordingly, leaving any remaining units for manual packing.
• Bulk-Pack for Mixed Product Cartons: Select multiple products to pack together into mixed cartons. Define the number of units per product and the number of cartons, and the system will handle the packing process.
• Unpacked Items Table: Keep track of items that have yet to be packed, ensuring accuracy and completeness in your shipments.

These features are accessible through the Orderful Web EDI interface, providing an intuitive and user-friendly experience. Please refer to our Packing a Shipment (856) guide for detailed instructions on using these packing methods.

Leveraging these tools can enhance your shipping operations, reduce manual errors, and ensure compliance with trading partner requirements.

To learn more about this feature and how to use it, read more.

Copy-Paste All Rules + Rule Expression Editor

• Save time with quick actions for Copy or Paste all Rules within a Relationship instantly
• Easily transfer rules between relationships to quickly resolve Guideline validation errors
• Navigate and fix multiple rule expressions efficiently with our improved editor that highlights and cycles through errors

Default Rules on New Relationships:

• When creating new Relationships in the testing phase (before receiving your first test transaction), Orderful now automatically adds starter rules to streamline your setup
• You can easily remove or edit them from the Rules Editor tab within a specific Transaction Details page

Default Rules are added when the following paths are matched:

• *.partyIdentification.*.entityIdentifierCode
• *.referenceIdentificationQualifier
• *.dateTimeReference.*.dateTimeQualifier

What is the 846 Inventory Advice?
The 846 Inventory Advice is a standalone EDI transaction used to communicate real-time inventory levels to buyers, outside of the traditional Order to Cash workflow. It’s typically sent on a scheduled basis (hourly, daily, or weekly) and helps your partners:

• Know what’s in stock
• Understand product availability into the future
• Plan and manage replenishment more effectively

What’s New?
With the 846 Inventory Advice transaction, you are now compliant with buyers who require a period inventory count for your products available for sale.

The feature allows you to auto-populate your product and inventory data based on a product catalog and send the inventory counts in a specified format.

📚 Full guide here: Inventory Advice (846) Guide

Orderful is now allowing you to resend EDI acknowledgments.

You can now:

• Resend acknowledgments for X12 transactions you've created to your Communication Channel.
• Resend acknowledgments for X12 transactions you've received to your partner’s Communication Channel — even if your partner is part of the Orderful network but doesn’t have an Orderful account.

We’ve improved the Orderful Validation Engine to support Conditional Sets in your guidelines. This improvement gives you more control over how business rules are applied, ensuring better accuracy in EDI transactions.

What’s New with Condition Sets?

With condition sets, you can now:

• Control Loop, Segment, or Element Usage: Specify when loops, segments, or elements should be included based on the existence or value of another path.
• Restrict Allowed Values Dynamically: Define allowed values for an element based on the existence or value of another path.

Notes: Condition sets will be displayed on the Integration Assistance and when validation errors are due to a condition set.

Business Use Cases for Conditional Sets

Here are some common scenarios where Conditional Sets make a difference:

• On a Purchase Order Acknowledgment (855): Suppliers must enter a price when indicating a price change, or a quantity when indicating a quantity change.
• On a Response to a Load Tender (990): Carriers must provide a reason when declining a load tender.
• On a Ship Notice/Manifest or Advanced Ship Notice (856 - ASN): Suppliers must provide specific HL loops depending on the selected packing method. Each HL loop needs child different structure.
• On a Shipment Status Message (214): Carriers must send specific information—or filter out unnecessary details—depending on whether they’re performing an LTL (Less Than Truckload) or TL (Truckload) shipment.

Why is it important to you?

For Leaders:

You can now update your existing guidelines with Conditional Sets to better control loop, segment, and element behavior. Apply these updated guidelines to both new and existing trading partner relationships to ensure higher compliance.

Check out our articles to learn how to Create a Guideline, Configure Guideline Requirements and Configure Conditional Guideline Requirements.

For Followers:

The Orderful Network team will certify leader guidelines with Conditional Sets, improving validation on your trading partner relationships. This enhancement simplifies testing, reduces errors, and strengthens your EDI integrations.

You can now edit and update saved party details directly within Web EDI transactions. This means you no longer need to create new party records when changes occur—simply update existing ones for a faster, more accurate workflow.

How It Works

• Save detailed party information (e.g., Ship From addresses, Invoice Remittance details) for re-use across transactions and partners.
• Need to make changes? Edit any saved party and update details instantly—no duplication required.
• Your updated party details will automatically apply to future transactions, keeping your data accurate and consistent.

Learn more about how to re-use party information here.

PDF Format Support: Our API now supports PDF file format responses. This provides greater flexibility, especially for systems that prefer or require PDF labels.

Batch Label Generation: You can now request multiple labels in a single API call, improving efficiency and reducing the number of requests needed for large shipments.

Performance Highlights:

In our benchmark tests, generating 1000 labels in a single request yielded impressive results:

PDF Response: Took 4.21s, file size: 1.98MB and 2.1MB on disk

These improvements enhance the experience of requesting labels across all our connectors, including NetSuite, and benefit SaaS platforms that leverage our API to generate UCC-128 labels.

For more information and to get started with these new features, please refer to our updated documentation.

We are committed to continuously improving our services to meet your needs and look forward to your feedback on these enhancements.

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!