Creating and Managing Trading Partners

The first step in configuring a new trading partner is to add an account.

Trading Partners need to be added to the system as an account and then they need to be configured with specific information. After initial configuration, you may need to intermittently add or change information as a matter of good management. Relevant articles follow:

Setting Up Trading Partners

Setting up Documents in Configuration Studio

Managing Trading Partners after Initial Configuration

Before You Begin

If you are using First Pass Mapping, please click here.

If you have a customer (or vendor) list to add that exceeds five new trading partners, click here.

How to Add a New Trading Partner Instructions

To watch a video, click here. To add a new trading partner profile by using text, do the following:

Navigate to the Customers (or Vendors) tab from the left-hand side bar.
In the top right corner of your screen, click Add Customer. The Add Customer dialog displays.
Populate fields with the requested information. Fields marked with an asterisk (*) are mandatory.

Field Name	Information to Input
Company Name	Account name: should be unique to the customer/vendor and will show in the portal.
Customer / Vendor Number	Account number or identifier: must be unique to the customer/vendor. This is often the customer number as it appears in your ERP.
Address Fields (Street, City, Province/State, Country, Postal Code)	Primary Billing or Shipping address. Click on Country to select the country from the drop-down menu. Some countries will convert the Province/State field into a dropdown menu. If other required address information is not available, these fields can be filled with N/A. Fill in the other fields. Note: Unless otherwise set by business rules, entering "N/A" under the conditions described above does not impact mapping nor the information sent to the ERP.
Business Division	Optional fields that will allow you to sort the Customer List more effectively, separate reporting in the dashboard or limit user access to trading partners if entered consistently.
Inside Sales Implementer Business Representative	These are the three roles you can assign to this customer. For more information on the differences between these roles, click here. Set these values using the first initial and last name of the user in uppercase. Note: To assign someone to a role, they must first be set up as a contact under the Company Tab.
Currency	Select a currency, such as US Dollar ($) - USD. Unless otherwise set by business rules, this setting relates to reports available in the dashboard.
Time Zone	Select the time zone, such as (UTC-6:00) Central Time (US & Canada). This setting relates to reports available in the dashboard; it does not affect values sent to the ERP.
Client Type	Select Email. (No other option is available at this time).
Processed Document Notifications	This is the email addresses where successfully processed order notifications from Conexiom are sent. For multiple emails, separate each address with a semicolon (;). Recipients do not need to have access to the portal. This field is not mandatory at time of Customer creation, but is mandatory at the time of moving to production.
Suggested Assign Key	For complete instructions on defining assign keys, see Creating Assign Keys.

Click Save.

Click to download the Quick Reference Guide on how to add a trading partner [Part 1]
Click to download the Quick Reference Guide on how to add a trading partner [Part 2]