Setup Uform for electronic purchase ordering (EDI)

When ordering products with the supplier Uform (UK, NI and ROI), you can configure EQ to send your purchase orders electronically. This provides the most effective way to order with high accuracy placing orders directly into Uform's order system. You will receive the fastest turnaround for Order Confirmation.

(To use the feature your EQ software must have an Internet connection).

Watch the video below or read through the quick steps below:

• Setup Uform in Suppliers List
• Placing a Purchase Order using EDI

Overview Video

Setup Uform in Suppliers List

Before your first electronic purchase order can be sent, you need to setup your account against Uform. This only needs to be performed once on your company data.

1. From EQ's main toolbar click Supplier List
   
   
2. Scroll down the list to Uform (UK, ROI or NI) and click to select it
   
   
3. Click the button on the left: Uform EDI Ordering:
   
   
   
   A new window will open:
   
   
   
   
4. Enter the following details:
   
   

   EDI Key	This is not currently required and can be left empty
   Uform customer code	Enter your account code that you use when ordering with Uform
   Country code	Enter based on your location: GB for United Kingdom IE for Republic of Ireland XI for Northern Ireland
   Success Email 1	Enter an email address to receive the order confirmation response from Uform (e.g. your purchasing department)
   Success Email 2	Optionally enter a second email address to receive the order confirmation response from Uform
   Rejection email	Enter an email address to receive any emails relating to problems with your Uform order (e.g. your purchasing department)

5. Tick the box Send Purchase orders via EDI.
   
   
6. Click Update to save and close this window.
   
   Uform EDI setup is complete, you will now be able to place purchase orders electronically.

Placing a Purchase Order using EDI

When you are ready to order products from Uform follow the usual process for purchase ordering.

See this article on Generating purchase orders.

When you are about to place the order you will see Send Via automatically shows EDI (instead of Print or Email).

You can leave this setting, specify your delivery date and optional Own P/O Ref and then click Place Purchase Order.

You will receive a confirmation message when your order has been sent.