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Pre-Built Automation Workflows

With zero customization of your internal systems, our pre-built automation workflows are designed for all your common and uncommon Order, Shipment, Invoice, and Inventory tasks.
  • Whether it be the unique processes defined by your team internally, or the specific requirements of each of your customers, our workflows are built to work with you and for you.
  • From posting orders to using the right fulfillment model - dropshipping, distribution center, or cross-docking - our workflows include industry best practices to remove the guesswork from automation and get your team up and running as quickly as possible.
  • We even have you covered for advanced scenarios like Back Order, Change Order or Pick Order Splitting!
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  • Accelerate Order Processing
  • Ship Accurately, On-Time
  • Streamline A/R, Get Paid Sooner
  • Product Info & Stock Levels

Order Task Workflows

New Orders from Customers
(incl. EDI 850 / 875)

Automatically receive, validate, allocate and post EDI orders to your ERP including options for status flags and committing quantities.

Order Acknowledgements
to Customers (incl. EDI 855)

Automatically send Order Acknowledgements to your Customers with full, partial, change, backordered or rejected item statuses.

Order Acknowledgements
to Customers (incl. EDI 855)

Automatically send Order Acknowledgements to your Customers with full, partial, change, backordered or rejected item statuses.

Order Statuses to Customers
(incl. EDI 870)

Automatically send real-time Order Statuses, no matter where your order process is or what application it comes from.

Order Changes (incl. EDI 860)

Automatically update existing ERP orders all the way to Pick Orders to your Warehouse, if a change comes in while your order cycle has already started.

Order Changes (incl. EDI 860)

Automatically update existing ERP orders all the way to Pick Orders to your Warehouse, if a change comes in while your order cycle has already started.

Shipment Task Workflows

Pick Orders to Warehouse/3PL
(Pick Slip / incl. EDI 940)

Automatically create and send the correct number of Pick Orders to your own Warehouse and/or 3PL, for any customer order based on final ship destination, inventory locations, and more.

Pack & Label Orders
(Own Warehouse Only)

Automatically pack your EDI shipments virtually to generate compliant carton labels, pallet labels, packing slips, BOLs, shipping manifests & more, while tying them to your pending ASNs.

Routing Requests to Customers
(incl. EDI 753)

Automatically send a Routing Request for a packed Pick Order to your Customer.

Routing Instructions from Customers (incl. EDI 754)

Automatically update your packed Pick Order and ERP Order with assigned Carrier and Service Level from your Customer.

Ship Confirmations from Warehouse
(3PL Only, incl. EDI 945)

Automatically receive Ship Confirmations from your 3PL.

Shipment Records to ERP

Automatically update your ERP with an accurate Shipment Record, including freight costs and tracking numbers.

Shipment Notices to Customers (incl. EDI 856)

Automatically generate and send compliant ASNs to your Customers the moment your product is loaded onto trucks.

Invoice Task Workflows

Invoice Records to ERP

Automatically generate accurate Invoices in your ERP

Invoices to Customers
(incl. EDI 810)

Automatically send Invoices to your EDI Customers

Payment Remittances from
Customers (incl. EDI 820)

Automatically receive a record of all payments scheduled to be sent by your Customers

Inventory & Product Catalog Workflows

Inventory Levels to Customers (incl. EDI 846)

Automatically send customer-specific product lists with real-time Inventory Levels to keep your customers up-to-date on stock availability

Product Catalog to Customers (incl. EDI 832)

Automatically send customer-specific Product Catalogs with your latest and greatest product line

Plug-and-Go Integration

Seamlessly connect ANY data source – internal systems or applications, customers, and partners – into our platform for full control of your order lifecycle tasks and end-to-end order visibility across all departments.

Internal Systems
Customers
Partners
ERP
EDI
3PLs
CRM
eCommerce
Carriers
WMS
Marketplaces
TMS
Webstores
POS
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Complete Order Visibility

  • Bring your entire order process to life. See all your orders moving across your systems in real time.
  • From orders to invoices and credit notes, know exactly where your orders came from, where they are, and where they need to go with complete order lifecycle visibility and control.
  • Our Manager View also lets you drill into specific stages in your lifecycle for granular visibility of every order record.
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Total EDI Solution

Communications, Translation, Compliance, and a knowledgeable team to help you every step of the way.
  • Full Communications: AS2, FTPS, SFTP, VAN or any other communication protocol built-in to our automation workflows to comply with any retailer’s communication requirements.
  • X12, EDIFACT, XML and CSV Translator: Handle any trading
    document format for any retailer globally.
  • Partnership & Advisory: Interpreting EDI vendor guidelines, performing EDI certification testing and providing on-the-phone mission-critical support, our team of experts are here to help with any EDI questions you have or assistance you need to always meet your customers’ expectations.
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