EDI Export

Turbo Inventory offers the ability to export invoices in the EDI format, which is useful when supplying large customers who use ERP systems that require flat file imports. This guide will walk you through the steps to export sales invoices for EDI.

1. Navigate to Analytics

To start the EDI export process, you’ll need to access the relevant sales data.

1. Go to the Analytics section in Turbo Inventory.

2. In the search bar, type Invoices to find the report titled Sales Ledger Invoices by Product. This report will show sales invoices broken down by product, making it suitable for EDI export.

2. Run the Report

• Once you locate the Sales Ledger Invoices by Product report, click on it to open the data.

• The report will display several columns with detailed information about your sales invoices, including product details and categories.

3. Export the Data

• After the report loads, you can export the data:

  • Click Export to download the data into an Excel file.

  • Depending on the specific requirements of your EDI provider, you may need to edit or save the file as a CSV file for compatibility.

4. Final Adjustments for EDI Provider

• Once exported, check the file format and structure as required by your wholesaler or ERP system. You may need to make additional adjustments or formatting changes before uploading it to the provider’s system.

Conclusion

Performing an EDI export in Turbo Inventory is a straightforward process that allows you to export sales invoices in a format suitable for flat file imports to ERP systems. By following these steps, you can easily provide your wholesalers with the required data in an efficient manner.