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1. Set up your organization as a Leader

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This section will walk you through the first steps required to set up your Orderful organization, from the initial invitation email to creating the Communication Channel between Orderful and your internal business management software.

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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.

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.

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 organization from https://ui.orderful.com/signin

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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 consult with your Orderful Onboarding Architect if you have any questions.

1.1 Confirm Settings

Click on your icon in the upper right of the Orderful UI landing page, then select Settings.

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.

1.2 Create Communication Channels

A Communication Channel is the connection between Orderful and your internal systems. Each Communication Channel can be Inbound or Outbound. They are managed in your settings on the Communication Channels page.

If a Trading Partner sends a transaction to you, Orderful will forward it to you over an Inbound Communication Channel. Inbound Communication Channels can be one of the following types:

If you would instead like to send a transaction to a Trading Partner, you will have to first send it to Orderful over an Outbound Communication Channel. Outbound Communication Channels can be one of the following types:

1.3 Enter EDI requirements for Guidelines

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

To enter your Guidelines:

  1. Sign in to your Orderful organization: https://ui.orderful.com/
  2. Navigate to the Guidelines page by clicking on Guidelines in the left-hand nav bar, under "Setup".
  3. Click on Create Guideline.
  4. Fill out the required information on the Create Guideline page.
  5. When you are done, click Create Guideline.

1.4 Enter testing requirements for Scenarios

Next you have to define one or more Scenarios that allow you and your Trading Partners to exchange test transactions. These Scenarios should match real-life EDI transaction exchanges.

To enter your Scenarios:

  1. Sign in to your Orderful organization: https://ui.orderful.com/
  2. Navigate to the Scenarios page by clicking on Scenarios in the left-hand nav bar, under "Setup".
  3. Click on Create Scenario.
  4. Fill out the information on the "Add Scenario Details" page.
    1. Select an EDI Account. Your scenario will only be available for this Account.
    2. Give your Scenario a "Name".
    3. Enter in a "Description" for this Scenario.
    4. Check whether this should be the default Scenario for any new Trade Requests from this Account.
    5. Add one or more steps. Each step is a transaction type that will occur between you and your Trading Partner.
    6. Once you have added all necessary steps, you can either click Save to save it as a Draft, or Save & Publish. Draft Scenarios can be edited, while only published Scenarios can be assigned to Trade Requests.

1.5 Invite users to your Orderful organization

  1. Go to your Account settings.
  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.

Notes:

  • 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.

Updated over 1 year ago

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