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Guidelines

Getting Started

  • Getting started with Orderful
  • About Orderful
  • Orderful terms
  • Getting started as a Follower
    • 1. Set up your organization as a Follower
    • 2. Set up a Trading Partnership as a Follower
    • 3. Test and Go Live as a Follower
  • Getting started as a Leader
    • 1. Set up your organization as a Leader
    • 2. Set up a Trading Partnership as a Leader
    • 3. Test and Go Live as a Leader

Training center

  • EDI 101
    • Introduction to EDI
    • EDI Processing
    • X12 envelopes
    • X12 characters
    • X12 Qualifiers
    • X12 to JSON conversion
    • Communication Channel basics
  • Onboarding Overview
  • Onboarding Trainings
    • Organization Setup
    • Leader Requirements
    • Integration
    • Partnership Setup
    • Partnership Testing and Go Live
  • Common EDI Workflows

Using Orderful

  • Orderful UI visual walkthrough
  • Transactions
    • Acknowledge a Transaction
    • Create a Transaction
    • Copy a Transaction
    • Delete Transactions
    • Download Transactions
    • Fix an Invalid Transaction
    • Listing Transactions
    • Subscribe to Transaction Notifications
    • Transaction statuses
    • Transaction status monitoring
    • Transaction delivery success and failure
    • Unprocessed Transactions
    • Use the Inbound Poller API
  • Workflows
    • Workflow validation
    • Workflow Notifications
  • Rules Engine
    • Use the Rules Engine
    • Add data to a JSON transaction
    • Use Rules for multiple Trading Partners
    • Rule date & time format
  • Relationships
    • Relationship statuses
    • Search Relationships
    • Trade Request statuses
    • Transaction forwarding
  • EDI Accounts
    • Create an EDI Account
    • Understand the Interchange ID and Qualifier
  • AS2
    • AS2 Troubleshooting
    • Orderful AS2 information
    • AS2 software-specific configuration details
  • Scenarios
    • Archive a Scenario
  • Guidelines
    • Create a Guideline
    • Configure Guideline Requirements
    • Configure Conditional Guideline Requirements
  • User Management
    • Manage users
    • Role Permissions
  • Integration Assistance
  • Generate a UCC-128 (GS1-128) Label
  • Communication Channels
    • Inbound HTTP (Webhook)
    • Inbound Poller
    • Inbound AS2
    • Inbound FTP and SFTP
    • Inbound VAN
    • Outbound HTTP (Webhook)
    • Outbound AS2
    • Outbound FTP and SFTP
    • Outbound VAN
    • IP Whitelisting
    • Advanced Delivery Settings
  • Orderful Example Transactions

Orderful For Netsuite

  • Orderful for NetSuite
    • Global Settings
    • Features
      • 855 Purchase Order Acknowledgement
      • 810 Invoice
      • 856 Advanced Shipment Notice
      • 875 Grocery Products Purchase Order
      • 880 Grocery Products Invoice
      • 850 Purchase Order
  • Enabling Customers for EDI
    • Order Management Config
    • Item Lookup
    • Store Mapping
    • Distribution Center Mapping
    • Locations For Customer
    • Orderful Authorized Discount
    • Shipping Lookup
    • Automation
  • Importing Orders
  • Fulfilling Orders
    • Auto Packing
    • Custom Packing Source
    • Manual Packing
  • Shipping Labels
  • Invoicing Orders
  • Inventory Advice
  • Developer Extensibility Guide
    • JSONata FAQs
    • 850 JSONata Example
    • 875 JSONata Example
    • 880 JSONata Example
    • Amazon Dropship 856

Guidelines

Suggest Edits

This section contains information about Guidelines, including how to Create a Guideline, Configure Guideline Requirements and Configure Conditional Guideline Requirements

Updated 3 months ago


What’s Next
  • Create a Guideline