TPSynergy EDI Orders Processing

Accepting or Back ordering multiple lines can be easily done by downloading all order lines into an Excel file and then uploading back the same file with back order details

This is not a mandatory step. Shipments can be created from the order itself. In case if you have many orders to be shipped and the packages are to be created in a specific order, then Excel upload may be a better option. For example, if you want to create multiple packages for each order line and each packages having different quantity. Then it is easier to create the shipments through Excel upload

Some customers may use 3rd party Logistics providers. TPSynergy can send EDI shipping notice to these 3rd parties and once the shipment is shipped by them, update the tracking number back. When shipment is in Planned status, shipping advice will be sent to 3rd party shippers.

A shipment in Planned status can be canceled. Sometime when the number of packages not calculated correctly, it may be easier to cancel the shipment and create a new one.

TPSynergy can directly create Fedex/UPS labels when shipments are shipped. If the order is Collect shipment , TPSynergy will use Customer's account to create the labels. If it is pre paid, it will use supplier's Fedex/UPS account to create the labels. Contact TPSynergy customer support to setup the shipping accounts.

If the carrier is not a small parcel carrier and is an LTL carrier, system will generate a Bill of Lading instead of Fedex/UPS Labels

Sales Invoices are generated automatically when orders are shipped. For EDI customers, Invoices are sent automatically. You can view and print a copy of the invoice for records