EDI Modes for Digital Invoices

Two Modes - You Choose 

When requesting to receive Digital Invoices from your vendor, we will ask you how you want this data to flow through MarginEdge. In other words, which EDI mode would you like to use?

The main difference between the two modes centers on how you want to handle your credits -

• Do you want us to always prioritize your handwritten adjustments and ignore the credits that come from the vendor? (You trust your managers!)
• OR do you want us to ignore your handwritten adjustments and accept all credits from the vendor? (You'd rather trust your vendors!)

You can choose a different mode for each vendor, we know you may have different relationships with different vendors! They are unique to each vendor and can be changed at any time, but if you manage multiple locations, the mode is locked to the vendor across all locations. 

(1) Trust your Manager

You aren't sure your vendor catches all the adjustments your team sends back, and you'd rather trust your manager to get these details right. We've got your manager's back and will get those credits recorded! 

1. Your team continues to upload the invoice images, documenting any handwritten adjustments - we will not process the digital invoice without an image (or manual approval) from you! 
   
   
2. ALL credits are derived from your handwritten adjustments. If the vendor sends an electronic credit, it will be ignored so as to avoid creating any duplicate credits. 
   
   
3. Your Weekly Snapshot email will alert you to any missing invoice images! This helps you know you have every invoice in [me] that your vendor has sent you. 

Here’s the nitty gritty details of how this mode works: 

• Your vendor sends us electronic versions of your invoices (EDI invoices), and they are marked as "Image Pending" while they wait - your reminder to upload that invoice! 
• Managers continue to upload the invoice images, documenting any handwritten adjustments
• MarginEdge automatically matches the uploaded image with the EDI invoice that is waiting
• If no invoice image is received, EDI invoices will be flagged in your Weekly Snapshot email. You can follow the link there to manually approve the invoice or attach an image.
• If no image is uploaded or no approval is given by someone on your team, we will assume that digital invoice is not needed and it will auto-delete after 28 days.
• Your Handwritten Vendor Credit Process can be either Separate or Combined.

(2) Trust your Vendor

You have worked with this vendor long enough and they do a great job recording the credits you deserve. We will trust the vendor and process all invoices and digital credits without an image present. If you upload one, we will match it but will ignore the handwritten adjustments in order to avoid any potential duplicates. 

1. Your vendor sends us all invoice and credit data and it is processed immediately. These invoices tend to close quite quickly in our system! 
   
   
2. ALL credits come directly from the data the vendor sends. These typically come a few days later and will be separate from the invoice itself. 
   
   
3. You have the option to upload an invoice image, but it's not required. No handwritten adjustments will be included in the invoice total so as to avoid creating any duplicate credits. 

Here’s the nitty gritty details of how this mode works: 

• MarginEdge receives EDI data from the vendor and can process your invoices immediately (no waiting for an invoice image from your team)
• Digital credits from the vendor will be automatically processed. 
• Any invoice image that is uploaded will be automatically matched and stored for record-keeping, but handwritten adjustments on invoice images will be ignored.
• Your Handwritten Vendor Credit Process will automatically be locked to Skipped.

Changing your Settings

To change your EDI settings for a particular vendor, you must edit the Vendor itself.

In the Navigation Bar, select Vendors > Vendors, then click on the particular Vendor you want to edit.

Click the “Edit Vendor” Button:

Now scroll all the way down to the bottom to the Invoice Configuration Section. From here you have the four options in the drop down box. Choose one and click Save!

1 – Process Images, with EDI Backup (Trust your Manager)

2 - Process EDI, No Handwritten Adjustments (Trust your Vendor)

Are there other options for how EDI is handled?

If you feel that these two options will not meet your teams needs, please send an email to help@marginedge.com and we will schedule a call with you to discuss!