Add, Upload, Retail Fintech's EDI Invoices
Step 1: Access your EDI file sent by FIntech. Ensure the following fields are available:
Retail Vendor ID
Note: If some of this information is missing contact Fintech's support team.
Step 2: Login to your CStorePro account
Note: Make sure you disable the Pop-up blocker from Google Chrome when prompted
Step 3: Add the vendors prior to uploading the invoice or check f the vendor has been added. Go to Price Book > Purchase > Vendors
If you need to add a vendor, click on the + button on the top right and enter the following:
Enter Vendor Name (i.e. known as Vendor Name in EDI invoice)
Select Retailing Type: (In this case by item)
Select Electronic File Format: (In this case Fintech)
Enter Vendor Code: (i.e. known as Retail Vendor ID in EDI invoice)
Click on Add Vendor when finished
Or search for the vendor in the "Manage Vendors" page to look up Vendor and to confirm if its present before adding.
Note: You can also add the Vendor when adding a new "invoice". Click on the + next to "Vendor" field in the "Add New non-cash grocery purchase screen"
Step 4: Add your invoice to CStorePro. Go to Pricebook > Purchase > invoices. Click on + button on the top right and start adding as followed:
Select the date (i.e. known as Invoice Date in EDI invoice)
Select the vendor from existing list or click + to add a new one
Select the payment method to be EFT
Select the Bank Account where EFT took place
Enter the amount of the invoice (i.e. known as Invoice Amount in EDI invoice)
Click on "Add Invoice" when done or click on "Create Another" if you wish to add another Invoice.
Step 5: It's time to retail your invoice. Click on the funnel icon to retail invoice and upload invoice:
Find the location of your EDI invoice and drag the EDI file to the "Retail Purchase Window"
Once EDI invoice file is dragged and dropped, select the file type to be "Electronic Invoice"
On the "Add New Items" window, you will be able to view the new items in the file
Select the department name for each item, the price and you will automatically get the margin
Ensure the box next to the margin field is checked marked after entering details
When done click on retail item.