Manual Product Matching for EDI Order Processing

EDI (Electronic Data Interchange) enables the standardized and automated exchange of business documents between trading partners, thereby eliminating manual data entry and paper-based processes. By implementing EDI, organizations can significantly reduce processing costs and errors; however, every business managing EDI transactions is familiar with the frustration of processing delays due to product identifier mismatch errors. This can be caused by several reasons, including outdated product catalogs between partners, delayed updates when products are added, modified, or discontinued, or even insufficient product setup in the system.

In the long term, the correct approach would be to have your data up-to-date and communicate catalog changes; however, in today’s fast-paced business environment, businesses require a quick and efficient solution to prevent delays. Steerman’s manual product association feature allows customer service teams to:

• Quickly match incoming EDI products to your catalog without technical intervention or support delays
• When encountering an unrecognizable product identifier, simply select the correct product from inventory and keep the order moving
• Maintain your data standards while accommodating diverse trading partner systems, resulting in faster order processing and fewer rejected transactions
• Avoid processing delays that result from catalog desynchronization

Resolving EDI Product Mismatches in Real-Time

When automatic matching fails, navigate to the Lines tab of the event and click on the unmatched product row. These unmatched rows will not have a defined product and will not be tagged as AUTO MATCH

In the popup that appears, search and select the appropriate product for the unmatched line item and click SAVE on the popup to apply the changes.

After mapping all lines, click RETRY on the event to generate the sales order, and Odoo will also mark the event as SUCCESSFULLY PROCESSED.