Overview
Fintech is an invoicing provider that consolidates invoices from multiple distributors.
In some cases, a single Fintech invoice may include items purchased from multiple vendors.
To correctly retail these items in PDI Essentials, each vendor must be mapped using a Global Vendor Code. This ensures that only the items belonging to the selected vendor are retailed when the invoice is uploaded.
Follow the steps below to correctly upload and process Fintech invoices with multiple vendors.
Step 1: Set Vendor Code (One-Time Setup)
Navigation:
Grocery → Purchases → Vendor
Steps:
Search the vendor
Click on the Pencil icon
Enter Vendor Code (Optional)
Click Update Vendor
Where to find the code:
Open the Fintech invoice → use the Retailer Vendor ID
Example:
Vendor Name: Coca-Cola Southwest Beverages LLC
Retailer Vendor ID: COKE
➡ Enter COKE as the Vendor Code
Why This Step Is Important
When a Fintech invoice contains items from multiple vendors:
Selecting a vendor during invoice creation will only retail items that match the Vendor Code
Items belonging to other vendors will be automatically ignored
Step 2: Upload the Fintech Invoice
Navigation:
Grocery → Purchases → Invoice
Steps:
Click + to Add Invoice
Select the Vendor
Enter invoice details
Click on the Funnel icon
Select Upload EDI File
Upload the Fintech invoice
Expected Result
If a Fintech invoice contains:
100 total items from 3 different vendors
35 items belong to Coca-Cola
When the Coca-Cola vendor is selected:
Only the 35 Coca-Cola items will be retailed
Items from other vendors will be ignored
Repeat the same process for the remaining vendors by:
Updating their Global Vendor Codes
Creating a new invoice
Uploading the same Fintech invoice under the correct vendor
Important
Items with invalid UPCs or quantities will be ignored
Errors during upload usually mean bad invoice data
Contact Fintech for a corrected invoice if needed