Introduction

Importing an EDI invoice saves time and reduces errors by pulling invoice details directly from your supplier into XSite. This guide shows you how to upload an EDI file and review the purchase order for accuracy.

In XSiteIO

1. Go to ‘Price Book’ in the side menu, then select ‘Inventory’, and click on ‘Purchase Orders’.
2. Use the ‘Site(s)’ dropdown to choose your store location.
3. Use the ‘Supplier’ dropdown to pick the supplier you got the EDI file from.
4. Click ‘New PO’ and choose the type of EDI invoice you want to import.
5. Upload the EDI file by either clicking the dotted box to find the file or dragging the file into the box.
   1. Do not open or change the file before uploading.
6. Click the order number in the ‘Number’ column to open and review it.
7. Add any missing items if needed.
8. Under ‘Financial’, enter any discounts or taxes.
9. Under ‘General’, enter the Expected/Received date.
10. In ‘Details’, choose the payment method.
11. Add shipping info in ‘Ship Via’, Freight on Board, and Terms fields if needed.
12. Enter the Buyer’s name and fill in the Freight details.
13. Review items under ‘New Products’ to check for duplicates or new items.
14. Click the ‘Save’ button at the top to complete the import.

In XSite Classic

1. Go to ‘Inventory’ in the side menu, then click on ‘Purchase Orders’.
2. Use the ‘Site’ dropdown to choose the store location.
3. Use the ‘Supplier’ dropdown to pick the correct supplier.
4. Click ‘Create/Import’, then choose the type of EDI invoice.
   1. For Coremark, select “Import EDI.”
5. Upload the EDI file by clicking the grey box or dragging the file into it.
   1. Use the file exactly as provided—do not modify it.
6. Click the order number under the ‘Number’ column to open and review.
7. Add items manually if needed.
8. Under ‘Financial’, add any discounts and taxes.
9. Under ‘General’, enter the Expected/Received date.
10. In ‘Details’, select the payment method.
11. Enter shipping info under ‘Ship Via’, Freight on Board, and Terms.
12. Fill in the Buyer name and any extra notes in the Freight section.
13. Review any flagged ‘New Products’ to decide if they need to be added to the Price Book.
14. Click the ‘Save’ button at the top to finish the import.