This article shows you how to import an EDI invoice file into XSite (XSiteIO or XSite Classic) and review/edit the generated purchase order details so you can reduce manual entry and errors while ensuring supplier invoices, inventory, and purchase order data are accurate and ready for posting.

Before you begin

• You must have an EDI invoice file provided by your supplier.
• Do not open or modify the EDI file before uploading.
• The supplier must already exist in XSite.

Steps

Import an EDI invoice in XSiteIO

1. Go to [Price Book] > [Inventory] > [Purchase Orders].
2. Select your store from the [Site(s)] dropdown.
3. Select the supplier from the [Supplier] dropdown.
4. Click [New PO] and choose the EDI invoice type.
5. Upload the EDI file using the upload box.
6. Click the order number in the [Number] column.
7. Add any missing items if required.
8. Enter discounts or taxes under [Financial].
9. Enter the Expected/Received date under [General].
10. Select the payment method under [Details].
11. Enter shipping details under [Ship Via], [Freight on Board], and [Terms].
12. Enter the buyer name and freight details.
13. Review items listed under [New Products].
14. Click [Save] to complete the import.

Import an EDI invoice in XSite Classic

1. Go to [Inventory] > [Purchase Orders].
2. Select your store from the [Site] dropdown.
3. Select the supplier from the [Supplier] dropdown.
4. Click [Create/Import] and choose the EDI invoice type.
5. Select Import EDI if the supplier is Coremark.
6. Upload the EDI file using the upload box.
7. Click the order number in the [Number] column.
8. Add items manually if needed.
9. Enter discounts and taxes under [Financial].
10. Enter the Expected/Received date under [General].
11. Select the payment method under [Details].
12. Enter shipping details under [Ship Via], [Freight on Board], and [Terms].
13. Enter the buyer name and freight notes.
14. Review any items listed under [New Products].
15. Click [Save] to finish the import.

Tips & Warnings

• Do not open or edit the EDI file before uploading.
• Always review New Products to avoid duplicate items.
• Confirm dates, taxes, and discounts before saving.
• If a supplier does not appear, it must be added before importing.
• Imported orders are not posted automatically.