Re-using party information

Reusing Party and Address information across Web EDI

When using Web EDI, entering and re-entering contact details about you and the parties you trade with can be time-consuming and repetitive. While Orderful does a great job of reusing what we can from other transactions in the workflow, sometimes you'll need to enter these details yourself.

You can save parties and addresses for reuse across Orderful Web EDI.

Creating a saved party

  1. When creating a new party on any Web EDI transaction, click the Parties and Addresses link at the top of the section.
  2. Choose an existing party or create a new one.
  3. When creating a new party, enter all the details you know about them and click Save and Add.
  4. The party will now be saved, and the transaction party details will be auto-filled for you.
  5. You can re-use the same data next time you send a similar transaction.

Editing a saved party

  1. Click on the location pin icon at the top of a party block in a Web EDI transaction.
  2. Search for the party name you want to edit.
  3. Hover over the party name and click on the "Edit Icon" that appears on hover.
  4. Edit the party details as required and click "Save and Add"