Portal / EDI -> Orders : Set up Portal/EDI to get orders
A simple design guide for exchanging order, shipment, and billing data securely with partners through a portal or EDI.
Use this guide to replace email attachments with a portal or EDI for exchanging order, shipment, and invoice data with partners.
Key concepts
- Portal: A shared screen where partners log in to view the latest orders and invoices
- EDI: A mechanism for exchanging CSV or fixed-format files in a predefined structure
Recommended approach
- Align on required fields with partners: share the needed fields (PO number, item code, quantity, etc.).
- Decide the integration method: portal only, or portal plus EDI (CSV/API/iPaaS).
- Validate with test data: run a round-trip test using a small set of orders and shipments.
- Set up notifications: alert via email or chat when new data arrives.
What you can do with Sanka
- Set partner-specific access permissions and share only what is needed.
- Support CSV/Excel import and export out of the box.
- Use iPaaS to integrate with existing systems bidirectionally and reduce manual entry.
- Keep status and history to track who reviewed or updated data and when.
