Customization – EDI Export-Import for Vtiger

We completed a customization recently for a client in which we helped them do EDI Export and Import for VTiger.  Here are some highlights of that we did:

  • Add a button on the PO screen “Send PO via EDI” that will allow the user to send the EDI file for the PO to the correct Vendor in the correct format
    • The PO is synced to Quickbooks
  • Add a “Upload Invoice button will allow the user to import an EDI file
    • For this client we created a PO (type = Bill) that synced to Quickbooks as a Bill linked to the correct PO.  From there it is a payable just like any other.

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