FasTrax Solutions - Product Documentation
Close Tab and return to FTX lifeline Copyright ©2017 FastraxPOS, LLC.

FasTrax POS Lifeline Documentation

Vendor EDI Setup

The setup for vendor EDI is based on information provided by your vendor for pulling and receiving invoices.

The steps for EDI involve the vendor placing a specifically formatted invoice in a determined area (server, FTP, email or specific directory) which the FasTrax software pulls from when prompted by the user (you). After importing, the vendor invoice is received in the same fashion as any invoice. Invoice editing is available for EDI invoices.

After checking EDI availability with your vendor(s), FasTrax will need to assist you in the setup of EDI for usage due to the necessary formatting and file path designations.

  1. The setup for EDI is found under “Vendors” in the Maintenance module.
  2. After choosing the correct vendor from the vendor list, using the “EDI Setup” button opens a menu for inputting specific vendor information/settings used in retrieving EDI invoices.

    Remember, after checking EDI availability with your vendor(s), FasTrax will need to assist you in the setup of EDI for usage due to the necessary formatting and file path designations.