Connect Profit4 to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Profit4 and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Profit4 EDI
XEDI connects Profit4 with customer EDI so trade orders arrive alongside the counter, telephone and web orders you already take, and despatch confirmations and invoices go back out without re-entry.
One managed platform, no custom code
XEDI maps Profit4 to your trading partners and validates every document, so data flows straight into the systems your teams already use.
Profit4 already takes orders from everywhere, and EDI is the channel that dictates terms
A distributor running Profit4 is typically taking orders across a trade counter, over the phone and online, all landing in the same order processing. Adding another channel is not conceptually difficult; the system is built for it.
What makes EDI different is who sets the rules. A counter customer accepts your process. A large trade customer specifies identifiers, document formats, delivery windows and invoice references, and enforces them. The channel is familiar; the obligations attached to it are not.
Multi-location stock is where commitments get tested
Profit4 tracks stock across locations in real time, which is what lets a distributor promise sensibly. An EDI order arriving from a large customer draws on that same pool as the counter and the phone, and it arrives with a delivery date attached.
So it is worth deciding deliberately how those commitments interact. A trade customer expecting a full delivery on a date is a different kind of promise from a counter sale, and if the stock is quietly consumed elsewhere the shortfall is discovered at despatch rather than when it could be managed.
What your team sees day to day
You get an EDI mailbox and a portal that behaves like an inbox, so trade orders arrive in one place rather than as emailed spreadsheets to sales order processing.
The order becomes the despatch advice from what genuinely went out, with SSCC labels where the customer requires them, and the invoice follows delivery with its arrival confirmed in the dashboard.
Profit4 keeps doing what it does across your other channels. The EDI capability is bolted onto it, since we connect to any platform offering an API or file import and export.
Documents you can exchange
- Customer orders landing in Profit4 order processing
- Order confirmations returned to the customer
- Despatch advice and ASN messages from goods out
- Invoices raised from Profit4
- Stock and price data where a customer requires it
Built for Profit4 teams
Whoever owns Profit4 in your business, XEDI keeps EDI accurate and hands-off.
- Stockists, wholesalers and merchants
- Distributors supplying trade customers
- Sales order processing teams
- Warehouse and despatch staff
- Finance teams handling trade accounts
Profit4 EDI document types
These are the trade flows; your counter, phone and web orders continue as they are.
| Document | What it carries | Direction |
|---|---|---|
| Purchase orders | Trade customer demand landing in Profit4 order processing against the right account and pricing. | Customer to Profit4 |
| Order confirmations | What will be supplied once stock is allocated across your locations, including back orders. | Profit4 to customer |
| Despatch advice | Pallet and carton detail from goods out, with SSCC labels where the customer requires them. | Profit4 to customer |
| Invoices | Raised from Profit4 with the order and delivery references the customer matches against. | Profit4 to customer |
| Credit notes | Issued for shortages or returns, referenced to the invoice being corrected. | Profit4 to customer |
| Stock and price data | Availability and pricing published to customers that order against your catalogue. | Profit4 to customer |
How to connect Profit4 with EDI using XEDI
The aim is EDI behaving as one more order channel, with its obligations handled. The sequence below is what onboarding looks like from your side.
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01
We scope which Profit4 locations and customer accounts carry EDI trading.
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02
We map each customer's documents to your product codes, accounts and pricing.
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03
We configure validation so an order is checked against the customer's terms before it is created.
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04
We prove ordering, goods out and invoicing against each trade customer's terms before anything goes live.
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05
You get EDI as another order channel rather than a separate process.
Ready to connect Profit4?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Profit4 EDI
Common requirements
- Profit4 access and location structure
- Customer account and pricing arrangements
- Product codes and pack data
- Despatch and back order handling
- The trade customers you supply
What we need from you to build it
Only what we cannot hold for you. Customer requirements are ours to hold and keep current.
- Profit4 access
- An integration account with rights to order processing, stock and invoicing, and which locations are involved.
- Customer accounts and pricing
- Which account each trade customer maps to and what pricing applies, since EDI orders must price as agreed.
- Product codes and pack data
- Your codes against each customer's identifiers, at the packaging levels they order in.
- Stock commitment rules
- How a trade commitment sits against counter and phone demand on the same stock.
- The trade customers you supply
- Who you deal with now and next. Their requirements are already held by us.
Why suppliers choose XEDI for Profit4
- Your trade customers are very likely connected already, so EDI becomes a live channel quickly.
- EDI becomes another order channel into Profit4 rather than a separate process beside it.
- Customer terms are enforced before an order is created, so a discrepancy does not surface at invoice.
- Stock commitments to trade customers are visible against your other channels.
- A new trade customer is our build rather than a job for sales order processing.
- If a customer raises a problem, it comes to us rather than to your account team.
Can EDI orders land in Profit4 order processing?
Yes, alongside your counter, phone and web orders. They arrive against the right account and pricing, and despatch and invoicing follow as they do for any other order.
How do we stop trade commitments being undercut by counter sales?
How those commitments interact is agreed during scoping. A trade customer expecting a full delivery on a date is a different promise from a counter sale, and that should be a decision rather than a surprise at despatch.
Does this work across multiple locations?
Yes. Which locations serve which customers is established at the start, so orders allocate where they can actually be fulfilled.
Plan your Profit4 EDI setup
Everything you need to scope, map and go live with Profit4, in one place.