Help Guide - Easily EDI Integration

🚀 Getting Started with Easily EDI Integration

What is Easily EDI Integration?

Easily EDI Integration is a solution that automates the integration between your Shopify store and major retailers like LeroyMerlin, El Corte Inglés, and Carrefour. It automatically converts EDI orders into Shopify orders and generates invoices when you complete shipments.

Who is it ideal for?

Suppliers to major retail chains
Distributors with existing B2B partnerships
Companies expanding to retail channels
Businesses looking to automate manual processes

📋 Prerequisites

Before Contacting Us

Make sure you have:

✅ Configured Shopify Store

Active Shopify plan (any plan works)
Cataloged products with complete descriptions
EAN codes on all products (mandatory for matching)
Updated inventory and defined stock policies

✅ Commercial Relationships

Current agreements with at least one compatible retailer
Active supplier codes in retailer systems
Commercial contacts in EDI/systems departments
Commercial documentation (contracts, codes, conditions)

✅ Business Information

Complete tax data (CIF, address, contact)
Current commercial references with retailers
Estimated volume of monthly orders
Expectations for growth and scalability

📞 Pre-Approval Process

Why do I need prior approval?

Easily EDI Integration is not an automatic installation app. Each implementation is unique and requires:

Custom configuration for each retailer
Technical validation of compatibility
Specific EDI connections setup
Custom pricing according to volume and needs

Step 1: Initial Consultation

Contact: info@ediez.online or through the web: https://ediez.online

If you send an email, include:

Subject: Shopify EDI Integration Request

Company: [Your company name]
CIF: [Your tax identification number]
Shopify Store: [domain.myshopify.com]
Current Retailers: [LeroyMerlin, El Corte Inglés, etc.]
Monthly Volume: [approximate orders/month]
Timing: [when you need to be operational]

Step 2: Evaluation (24-48h)

Our team will evaluate:

Technical compatibility with your retailers
Viability of integration with your catalog
Resources needed for implementation
Realistic timeline for go-live

Step 3: Custom Proposal

You will receive:

Detailed analysis of your specific case
Commercial proposal without commitments
Implementation plan with timeline
Specific next steps

Step 4: Approval and Installation

Once agreed:

Unique installation link sent by email
Authorization code specific to your store
Immediate access to custom configuration

🔧 Installation Process

Once approved and with unique link

Step 1: Install the App

Click on link sent by email (unique and personal)
Authorize permissions in Shopify:
- Read and create orders
- Read product information
- Receive fulfillment webhooks
Confirm installation

Step 2: Initial Configuration

Our team handles:

Configure EDI connections with your retailers
Map your product catalog
Establish processing rules
Configure automatic invoice generation

Your participation:

Provide retailer codes and credentials
Validate product mapping
Approve invoice configuration
Joint testing of first order

Step 3: Testing and Validation

Test order sent by retailer
Verification of automatic creation in Shopify
Fulfillment testing and invoice generation
Final adjustments based on results

Step 4: Go-Live

Complete activation of automatic processing
Initial monitoring 24/7 for 72 hours
Dedicated support for first operational days
Documentation of specific processes

📊 Daily App Usage

Automatic Order Reception

How it works:

Retailer sends EDI order → Easily EDI Integration system receives it
Automatic processing → Conversion to Shopify format
Order created → Appears in your Shopify panel
Notification → Email confirming new order

What you'll see in Shopify:

Normal order with all products and quantities
Customer: Retailer information
Notes: EDI references and original order data
Tags: Automatic identification of source retailer
Metadata: Complete EDI information in custom properties

Fulfillment and Invoicing

Standard process:

Process order like any other in Shopify
Prepare products according to specifications
Mark as fulfilled in Shopify ("Fulfill items" button)
Automatic invoice → Generated and sent automatically to retailer

Automatic timeline:

Fulfillment marked: 09:34
Invoice generated: 09:35 (1 minute later)
Invoice sent: 09:36 (automatic EDI)
Confirmation: Confirmation email to your team

Monitoring and Tracking

Alerts and Notifications

Immediate email for new orders
Error alerts if there are processing problems
Critical notifications for issues requiring attention

🛠️ Configuration and Customization

Product Management

Mandatory EAN Codes

Retailers require EAN-13 codes for each product:

Location: "Barcode" field in Shopify
Format: 13 numeric digits
Verification: Automatic checksum algorithm
Matching: Automatic between EDI and Shopify catalog

Product Mapping

Automatic process:

EDI arrives with product EAN code
System searches in your Shopify catalog
Match found → Order is created automatically
No match → Alert for manual review

Variant Management

Simple products: One EAN per product
Variants: One unique EAN per variant
Kits/Bundles: Special configuration available

Customer Configuration

Retailers as Customers

Each retailer appears as a customer in Shopify:

Name: Official retailer name
Email: Commercial contact address
Address: Central offices or warehouse
Metadata: EDI codes and specific configuration

Multiple Addresses

Shipping: Specific delivery addresses per order
Billing: Corporate address of retailer
Commercial: Contact for communications

Prices and Discounts

Price Management

EDI prices: We use prices from EDI document
Shopify price: Ignored, EDI prevails
Currency: Euro (EUR) by default
Decimals: 2-decimal precision

Automatic Discounts

EDI discounts are applied automatically:

Line discounts: Per individual product
Global discounts: On order total
Promotions: According to commercial agreements

🔍 Troubleshooting

Common Problems

Order Not Created

Possible causes:

Product without EAN: Check barcode in Shopify
EAN doesn't match: Review catalog vs. EDI documents
Inactive product: Activate product in Shopify
Format error: Contact support for review

Solution:

Check error email received
Correct identified problem
Contact support if it persists

Invoice Not Sent