Retailer EDI Connections for distribution

Retailer EDI Connections is a native CRMconnect module that automates the digital exchange of standardized documents-such as orders, dispatch advice, and invoices-with major retail chains, eliminating manual data entry and ensuring full compliance with each retailer's specific technical requirements. In distribution, orders arrive on three channels at once - field reps, the B2B portal and retail chain EDI - and the margin is lost re-keying the same data. The module runs on top of the ERP you already use, and the field sales, commercial back-office and logistics teams work on the same data, in real time.

Retailer EDI Connections for distribution

Start free, with a real flow from your distribution company, and decide once you see the result.

Echipă de vânzări analizând împreună datele din CRMconnect pe laptop

Why retailer edi connections matters in distribution

In distribution, orders arrive on three channels at once - field reps, the B2B portal and retail chain EDI - and the margin is lost re-keying the same data. Automate orders, dispatch advice, and invoices with major EU retailers via standardized EDI-natively integrated into your CRM operations. The result you are after is not "one more system", it is the time from order to invoice and the number of orders processed per person per day.

  • Orders received via WhatsApp and manually re-entered into the ERP
  • Field agents lacking visibility on real-time stock and credit limits
  • EDI orders from major retailers processed manually via Excel
  • Inconsistent discounting across agents without centralized control

What you actually get

The module capabilities, applied to the commercial flow of a distribution company:

  • **Eliminate manual entry** for high-volume orders received from major retail partners.
  • **Automatic compliance** with EDI formats and standards required by chains like Carrefour, Metro, or Lidl.
  • **Minimize penalties** and chargebacks caused by document errors or delayed notifications.
  • **Scale operations effortlessly** by adding new retail partners without increasing your administrative headcount.

How it works

Orders and documents received from the retailer via EDI channels are automatically ingested, validated against your CRM business rules, and moved directly into the Order Management System (OMS) workflow, requiring zero manual intervention.

On top of the ERP you already have

CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.

What you get beyond an isolated module

The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.

Native module, not a connector

Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.

One master data set

Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.

Coexists with your ERP

CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.

Fiscal documents and e-invoicing

Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.

Roles, rights and audit

Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.

Mobile and Arvis AI

The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.

How the module reaches production, step by step

You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.

  1. 1Free account and structure setup: users, roles, access rights.
  2. 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
  3. 3Workflow configuration: stages, approvals, notifications and owners per step.
  4. 4Connection to your existing ERP so documents flow both ways.
  5. 5Role-based training and a pilot with a small team, in parallel with the current process.
  6. 6Go-live for the whole department, with reports and alerts active from day one.

Frequently asked questions

Is Retailer EDI Connections a good fit for a distribution company?
Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in distribution: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
Do we have to change our ERP to use the module?
No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
Which documents can be exchanged with retail chains via EDI?
The most common documents include Purchase Orders (ORDERS), Despatch Advices (DESADV), Receiving Advice (RECADV), and Electronic Invoices (INVOIC).
Do I need a separate integration for every retailer?
While the initial mapping is specific to each partner's requirements, all connections run through the unified CRMconnect EDI infrastructure, providing a single source of truth.

Questions about the platform and implementation

Do I have to drop my current ERP to use the module?
No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
Are the modules native or integrated third-party apps?
Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
How long until the module is live?
The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
How is the implementation cost calculated?
By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
Where is the data hosted and who can access it?
Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.

See retailer edi connections on your own data

Start free, with a real flow from your distribution company, and decide once you see the result.

Start free Request a quote