1. Set up your organization as a Follower

This section will walk you through the first steps required to set up your Orderful organization.

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EDI Account

Every Orderful organization must have an associated EDI Account, and every EDI Account is identified using an ISA ID and ISA ID Qualifier.

If you know your ISA ID, then we can create the organization with the known information. If you do not have your ISA ID, we can recommend a standardized ISA ID format and then create your organization after you agree.

1.1 Sign In

To sign in to Orderful for the first time, you will first need an invitation email to join an organization. This email is sent by Orderful when someone invites you to join their organization or when a Trading Partner invites you to trade EDI data with them using Orderful. Click the account setup link in this email and you will be redirected to the sign-up page.

After account setup, sign in to your Orderful account:

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All Trading Partners are represented in Orderful, regardless of whether they are our customers. This means that it is possible that your company is already represented by an entity within Orderful, with an "Unclaimed" status. If you are claiming a previously Unclaimed Organization, it is possible that many of the configuration steps have already been completed for you. Please contact Orderful support if you have any questions.

1.2 Confirm Settings

Click on your icon in the upper right of the Orderful UI landing page, then select "Settings" from the drop-down.

On the left hand side, under “User Settings”, click on "Account" and ensure that your "First Name" and "Last Name" are correct.

Under “Organization Settings”, click on "Organization" and check that your "Organization Name" and "Time Zone" are accurate.

1.3 Create Communication Channels

A Communication Channel is the connection between Orderful and your internal system. Each Communication Channel can be Inbound or Outbound.

To create Communication Channels:

1. From the left navigation menu, click on "Communication Channels".
2. To receive transactions from your Trading Partner, click on Create New and select an Inbound Communication Channel type:
   • HTTP
   • Poller
   • AS2
   • FTP/SFTP
   • VAN
3. To send transactions to your Trading Partner, click on Create New and select an Outbound Communication Channel type:
   • HTTP > Added by default
   • AS2 > Added automatically when an Inbound AS2 Communication Channel is created
   • FTP/SFTP
   • VAN

1.4 Invite users to your Orderful organization

1. Click on your icon in the upper right of the Orderful UI landing page, then select "Settings" from the drop-down.
2. Under "Organization Settings" select Users.
3. Click on "Invite Users" in the upper left.
4. From the Invite users pop-up, enter the information of the user you want to invite.
5. After listing all the users you want to invite to your organization, click on Invite Users. A notification will pop up. If you refresh the page the users you invited will now appear in the list.

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• You have to enter a unique email address for each user.
• You can leave the "First Name" and "Last Name" fields empty. The invited user will be asked for their name during sign up.
• If these users already have an Orderful account, their status after you invite them will automatically be "Active". They can now access your organization.
• For users that don’t have an Orderful account yet, their status will be "Invite Sent". If you notice a user is stuck on the "Invite Sent" status for too long, you can always resend them the invitation email.