Create a Guideline

As a Leader, you define and assign the EDI requirements that your Trading Partners must adhere to.
These EDI requirements are known within Orderful as Guidelines.

To create a Guideline:

1. Sign in to your Orderful organization: https://ui.orderful.com/
2. Navigate to the Guidelines page from the navigation menu under the Requirements section.
3. Click on “Create New”.
4. Fill out the required information on the Create Guideline page:
   1. Guideline Name: Choose a descriptive name.
      Example: 810 to Amazonia (Domestic) (Direct to store) (v2.13) (1/22/2025)
   2. EDI account: Choose the EDI account associated with the new guideline
   3. Transaction Type: Choose a transaction type
   4. Version: Choose a JSON, X12 or EDIFact version.
      Tip: Need compatibility with a specific X12 version? Create your guideline in X12 and request Orderful Support to convert it to JSON.
   5. Select the loops and segments you want to use.
      Note: You can update the loop and segment structure of a draft guideline at any time.
   6. If you currently have a source document for your guideline, you can upload it.
5. Click Create Guideline.

Your guideline has been now created as a draft guideline.
You then need to enter your guideline requirements for each segment, loop and element in your guideline.

Note: Alternatively, you can create a new guideline from an existing one by opening it and clicking on “Copy to new Draft”.