Welcome to TRADESHIFT’s Tradeshift Network (2024)

Table of Contents
How do I add a HSN/SAC number to my invoice and select the GST tax rate accordingly? (India Based Suppliers) Results from the Tradeshift documentation How to create an invoice from the Create Launcher Results from the Tradeshift documentation How to create an invoice Results from the Tradeshift documentation How to create an invoice from the Network App Results from the Tradeshift documentation How to add despatch locations to invoices from the Company Profile Results from the Tradeshift documentation How to create an invoice using an already existing invoice Results from the Tradeshift documentation How to remove a user from your Tradeshift company account Results from the Tradeshift documentation How to create and send an invoice Results from the Tradeshift documentation How will the transition from the free plan to the premium plan be handled, and will there be any disruptions to our current invoicing processes during this transition? Results from the Tradeshift documentation How do I add a payment method to my invoice? Results from the Tradeshift documentation How to convert a purchase order (PO) into an invoice Results from the Tradeshift documentation How to invoice against a Purchase Order (PO flip) Results from the Tradeshift documentation Can I still access the IBX portal? Results from the Tradeshift documentation I’ve successfully created my Tradeshift account but can’t find the IBX portal app. How can I resolve this? Results from the Tradeshift documentation How do I code an invoice? Results from the Tradeshift documentation How to manage queues Results from the Tradeshift documentation How to access the Support Chat Results from the Tradeshift documentation How to respond to a questionnaire Results from the Tradeshift documentation How to add more users to your Tradeshift company account Results from the Tradeshift documentation What is Tradeshift from a technical perspective? Results from the Tradeshift documentation How do I manually upload documents from my accounting or ERP system? Results from the Tradeshift documentation Is Tradeshift connected to other e-invoicing networks? Results from the Tradeshift documentation How to integrate with Belk? Results from the Tradeshift documentation How to Integrate with 3M? Results from the Tradeshift documentation Invoice Results from the Tradeshift documentation Accessing elements from other environments. Results from the Tradeshift documentation How do I address a document to a specific Legal Entity? Results from the Tradeshift documentation How to contact Tradeshift Support Results from the Tradeshift documentation How to use filters in Document Manager Results from the Tradeshift documentation What is Tradeshift e-invoicing? Results from the Tradeshift documentation How to Integrate with DSV? Results from the Tradeshift documentation How to activate your Tradeshift account Results from the Tradeshift documentation How to Integrate with Ace Hardware? Results from the Tradeshift documentation How to Integrate with CTSI? Results from the Tradeshift documentation API Credentials - India Clearance Solution Results from the Tradeshift documentation How to add collaboration (conversation) participants Results from the Tradeshift documentation How to check your old support tickets Results from the Tradeshift documentation How to accept a connection request Results from the Tradeshift documentation How to add a connection to your Network Results from the Tradeshift documentation How to switch company branches Results from the Tradeshift documentation How to reassign tasks Results from the Tradeshift documentation How do I create documents? Results from the Tradeshift documentation How to sign up on Tradeshift Results from the Tradeshift documentation How to Integrate with Amazon? Results from the Tradeshift documentation Editing routings from channels section Results from the Tradeshift documentation How to Integrate with Dayton Freight? Results from the Tradeshift documentation How to access your messages Results from the Tradeshift documentation Tradeshift E-Invoicing Compliance Partners Results from the Tradeshift documentation How to view documents prior to using Tradeshift Results from the Tradeshift documentation I have sent an invoice, but realized that I made a mistake. How do I correct this? Results from the Tradeshift documentation How to send a questionnaire to Sellers Results from the Tradeshift documentation How to add team members to your account Results from the Tradeshift documentation How to use Proforma Plans for recurring invoices Results from the Tradeshift documentation How to modify or delete an email connection Results from the Tradeshift documentation How to find the Tradeshift domains that need to be whitelisted Results from the Tradeshift documentation Pro forma invoice Results from the Tradeshift documentation How to Integrate with Celadon Trucking? Results from the Tradeshift documentation How to view your documents (Document Manager app) Results from the Tradeshift documentation How to manage table columns in Document manager Results from the Tradeshift documentation How to access your user and notification settings Results from the Tradeshift documentation How to activate an app Results from the Tradeshift documentation How to Integrate with Saks? Results from the Tradeshift documentation Automatic Population of Lookup table from CSV Results from the Tradeshift documentation How to handle a tax review task Results from the Tradeshift documentation How to Integrate with MercuryGate? Results from the Tradeshift documentation How to Integrate with Walmart? Results from the Tradeshift documentation How much does it cost to use Tradeshift? Results from the Tradeshift documentation How to Integrate with Traffic Tech? Results from the Tradeshift documentation How to Integrate with Expeditors? Results from the Tradeshift documentation Prepayment invoice Results from the Tradeshift documentation How to Integrate with Wayfair? Results from the Tradeshift documentation How to Integrate with Rockfarm? Results from the Tradeshift documentation How to Integrate with Würth? Results from the Tradeshift documentation The Invoice Viewer Results from the Tradeshift documentation How to Integrate with XPO? Results from the Tradeshift documentation How to raise a support ticket Results from the Tradeshift documentation How to handle the exchange rate during document creation Results from the Tradeshift documentation How to Integrate with Transplace? Results from the Tradeshift documentation How to approve an app activation request Results from the Tradeshift documentation How to Integrate with Swift Transportation? Results from the Tradeshift documentation How to Integrate with Rite Aid? Results from the Tradeshift documentation How to Integrate with Smith Transport? Results from the Tradeshift documentation How to create a Product Change Request Results from the Tradeshift documentation How to Integrate with Trax Tech? Results from the Tradeshift documentation How to Integrate with ODW Logistics? Results from the Tradeshift documentation How to customise collaboration notifications Results from the Tradeshift documentation How to use the Company Collaboration feature Results from the Tradeshift documentation How to Integrate with Oak Harbor? Results from the Tradeshift documentation How to Integrate with Pitt Ohio? Results from the Tradeshift documentation How to Integrate with Office Depot? Results from the Tradeshift documentation How to Integrate with Riverside Transport? Results from the Tradeshift documentation How to view a Buyer`s invoicing requirements Results from the Tradeshift documentation How to Integrate with USA Truck? Results from the Tradeshift documentation How to Integrate with US Xpress? Results from the Tradeshift documentation How to Integrate with PAM Transport? Results from the Tradeshift documentation Who can I speak to about the Seller e-Invoicing Subscriptions with Tradeshift if I have questions? Results from the Tradeshift documentation How to use the Branch Management functionality Results from the Tradeshift documentation How to Integrate with Knight Transportation? Results from the Tradeshift documentation How to Integrate with Canadian Freightways? Results from the Tradeshift documentation How to put tasks "on hold" Results from the Tradeshift documentation India - Clearance Solution Results from the Tradeshift documentation

How do I add a HSN/SAC number to my invoice and select the GST tax rate accordingly? (India Based Suppliers)

HSN (Harmonized System Nomenclature) is part of an international system nomenclature used for classifying goods. HSN is a six-digit code that classifies more than 5000 products, and is widely used for taxation purposes in order to identify the right type or rate of tax that is applicable to a specif...

5417 0 Created on 2021-06-11 07:24:34; Last updated on 2023-09-29 11:02:09

How to create an invoice from the Create Launcher

This is step-by-step guide to creating an invoice from the Create Launcher. The Create Launcher allows you to create any of the standard document types available on Tradeshift.To create an invoice from the Create launcher, follow the bellow steps: Click on the Create app in the sidebar ...

4105 17 Created on 2022-06-09 12:26:59; Last updated on 2022-07-01 13:01:40

How to create an invoice

This guide will detail the different ways in which you can create an invoice on Tradeshift’s web portal.Before submitting your invoice: You should be connected to your customer. To ensure that, check your existing connections in the Network app. Click here to learn how to connect to your cust...

42930 277 Created on 2016-10-11 20:36:25; Last updated on 2022-07-01 13:00:45

How to create an invoice from the Network App

This is a step-by-step guide to creating an invoice towards a specific contact from the Network app.To create an invoice from the Network app follow the steps below: Click on the Network app in the sidebar. If the Network app is not in the sidebar, click on All apps and search for Network....

3084 2 Created on 2022-06-09 13:54:30; Last updated on 2022-07-01 13:01:40

How to add despatch locations to invoices from the Company Profile

The despatch location is a piece of information about the place where your goods are shipped from. It contains details like the country, tax ID, and company name. This feature is useful when you are sending goods from a different location than your branch address. These locations are usually called...

1838 0 Created on 2022-09-22 08:45:51; Last updated on 2023-08-03 13:01:50

How to create an invoice using an already existing invoice

This is a step-by-step guide to creating an invoice using an already existing invoice as draft. To create such an invoice, follow the steps below: Access the Document Manager app via the sidebar. If the Document Manager app is not in the sidebar, click on All apps and search for Document Mana...

2649 6 Created on 2022-06-21 09:38:25; Last updated on 2023-08-03 13:01:49

How to remove a user from your Tradeshift company account

This is a step-by-step guide to removing a user from your Tradeshift company account. Please bear in mind that only Company Admins can remove users from the company account. Before removing a user from your company account, please make sure to also remove them from your teams in the Users app. Pleas...

3628 2 Created on 2022-12-07 11:44:15; Last updated on 2022-12-07 13:19:11

How to create and send an invoice

The below video will take you through the process of creating an invoice on Tradeshift. Please note that some suppliers require Purchase Orders (POs) in order to invoice their Buyers.As such, some suppliers may receive an error message when trying to create...

2559 7 Created on 2020-10-21 13:03:26; Last updated on 2022-07-12 10:12:33

How will the transition from the free plan to the premium plan be handled, and will there be any disruptions to our current invoicing processes during this transition?

Transitioning to a paid subscription is done with no disruption. Tradeshift only take action if a subscription is not paid....

2175 0 Created on 2023-10-16 09:37:02; Last updated on 2023-10-16 09:37:02

How do I add a payment method to my invoice?

When you create an invoice you can add a payment method or several payment methods to it by choosing the desired option from the drop-down menu that is visible in the bottom-left corner of the invoice.Related Resources: How to create an invoice What are the most common invoice errors?...

8043 52 Created on 2016-10-11 20:36:28; Last updated on 2023-11-15 11:08:09

How to convert a purchase order (PO) into an invoice

This is step-by-step guide to creating an invoice from a purchase order. A purchase order (PO) conversion (flip) enables you to instantly convert a purchase order into an invoice within Tradeshift. This feature is the fastest, most accurate method for vendors to convert a purchase order into an invo...

21939 37 Created on 2020-11-19 10:27:20; Last updated on 2023-11-15 11:08:06

How to invoice against a Purchase Order (PO flip)

The below video will demonstrate how you can invoice your Buyer against a Purchase Order, a process also known asPO flip. Oh no! It looks like your browser does not support the video tag. ...

12942 8 Created on 2020-10-21 13:05:04; Last updated on 2022-07-07 15:17:15

Can I still access the IBX portal?

Yes. In order to access the IBX Portal, go to Apps on the left-hand side menu, and find the “IBX Portal” app. Click the app to access the IBX portal, and you can use it as you previously did! Upon first use of the app, you will be prompted to enter your IBX login credentials, but that is the only ti...

2 0 Created on 2017-10-13 13:20:34; Last updated on 2022-07-01 13:00:48

I’ve successfully created my Tradeshift account but can’t find the IBX portal app. How can I resolve this?

If you cannot find the IBX app on your Tradeshift account, you can add it from the App store! Go to the “Apps” menu item in the sidebar on the left of the screen, and look for the “IBX Portal” app. Click “Activate”, and the app will be on your account!...

1 0 Created on 2017-10-13 13:21:02; Last updated on 2022-07-01 13:00:49

How do I code an invoice?

Invoice coding tasks that are assigned to you are visible from your Task Manager list. Select the one that is assigned to you to open it. Note that the padlock icon displays when someone is currently working on the document, so that only the task assignee can edit it. You can easily see in ...

10 3 Created on 2019-01-25 15:30:26; Last updated on 2022-07-01 13:00:50

How to manage queues

Queue management is a feature is available if you are a queue manager. What is a queue?A queue is a set of rules created to enable you to assign relevant tasks to the appropriate shared service centers of specialists, for more effective processing. In other words, by creating queues, y...

17 0 Created on 2020-06-01 15:30:01; Last updated on 2022-07-01 13:01:12

How to access the Support Chat

Tradeshift offers the possibility to access Support Chat for suppliers via the Create app, under the Create Invoice option. Chat is the best channel to use for low complexity issues such as understanding different error messages on documents or inquiring about a specific document. We suggest you con...

2524 10 Created on 2022-08-30 09:07:52; Last updated on 2022-10-05 12:18:35

How to respond to a questionnaire

With the questionnaire functionality, your customers (Buyers) will be able to send you short questionnaires to gather the information that they need about your company and set you up in their system. If you receive a questionnaire and you’re not sure how to proceed, keep reading to learn ho...

1097 0 Created on 2020-08-13 09:10:16; Last updated on 2022-07-06 11:35:21

How to add more users to your Tradeshift company account

Once logged in to your account, click the Profile icon in the sidebar, which will take you to your company’s profile page. Click the “Invite team member” button from the Complete your profilesection to start adding new team members to your company account.Please complete some details about your...

15033 181 Created on 2017-01-25 12:13:15; Last updated on 2023-11-15 11:08:09

What is Tradeshift from a technical perspective?

Tradeshift, Inc. (Tradeshift) provides a highly scalable and secure Software-as-a-Service (SaaS) platform, proprietary and third-party integrated applications, and professional and financial services capable of delivering digitization of procurement, finance, and supply chain data for frictionless e...

1565 2 Created on 2016-10-11 21:04:21; Last updated on 2023-02-03 08:55:38

How do I manually upload documents from my accounting or ERP system?

If you have a small business accounting package, which is able to export invoices in one of our supported formats, you will be able to upload it through our web interface, using the Documents Uploader app.Activate the app using the steps described here.To use the Documents uploader app:...

2283 25 Created on 2016-10-11 21:04:47; Last updated on 2022-07-01 13:00:46

Is Tradeshift connected to other e-invoicing networks?

Yes! Currently, Tradeshift has integration points with the following e-invoicing networks: Nemhandel, also called EasyTrade (Danish Public sector network) TIEKE (Finland's national network) PEPPOL (EU cross border public procurement network) ELMA (Norway) INTTRA ...

4320 74 Created on 2016-10-11 20:37:16; Last updated on 2022-07-01 13:00:45

How to integrate with Belk?

This "How to" should provide you with the necessary steps to implement a working integration withBelkfrom scratch using Babelway.Preferred Protocols and Message Formats.As a Belk supplier, you will be expected to send X12 (version 4030) messages through a value added network (VAN).Contact...

956 0 Created on 2020-10-12 11:40:07; Last updated on 2022-07-01 13:01:14

How to Integrate with 3M?

3M Global Specifications3M is a huge company with both customers and suppliers throughout the world and across various industries. This implies a vast amount of interactions and document exchanges which they endeavor to automate as much as possible using EDI. Depending on the nature of your trading...

939 0 Created on 2020-10-09 10:44:36; Last updated on 2022-07-01 13:01:14

Invoice

An invoice is a document issued by a Seller to a Buyer that indicates the quantities and costs of products or services provided. Read this article to find out how you create and send an invoiceon the Tradeshift platform....

1956 52 Created on 2022-05-10 12:44:40; Last updated on 2022-07-01 13:01:40

Accessing elements from other environments.

You can also access and reuse elements from other environments you are allowed to access.These elements are not returned by default by the pertinence algorithm. To use them, you will always have to use the advanced search (click onReuse and save time thenMore).Use element from another env - C...

1399 0 Created on 2021-01-26 12:12:15; Last updated on 2022-07-01 13:01:37

How do I address a document to a specific Legal Entity?

When creating an invoice in the Create app, type the name of the customer you want to send the document to and select the name from the suggestions that appear. If the customer you are trying to invoice does not appear, make sure that you are connected in the Network app.You will then be able to s...

3639 3 Created on 2017-08-15 13:12:45; Last updated on 2023-09-29 11:02:07

How to contact Tradeshift Support

If you are experiencing any technical issues while using Tradeshift, here is how you can contact us and keep track of your support request.Any user (logged-out or logged-in) can request assistance by completing this form. Alternatively, you can also access the form from your customer’s support Lan...

13005 44 Created on 2019-07-24 16:58:35; Last updated on 2024-03-21 13:47:45

How to use filters in Document Manager

In the Document Manager, on the left side of the document list, you can find several filters. Use these filters to refine your search and get specific results. The set of available filters allows you to filter by status, document type issue date and more. The filters you select show up as tags on to...

2728 4 Created on 2019-12-02 13:52:58; Last updated on 2023-09-06 13:27:53

What is Tradeshift e-invoicing?

E-invoicing, or electronic invoicing, moves the traditional use of invoices from paper to a digital format. For small businesses, Tradeshift provides a professional e-invoicing solution that works immediately with all buyers, whether they’re on the system or not. And for the enterprises who work wit...

4672 126 Created on 2016-10-11 21:04:20; Last updated on 2022-07-01 13:00:45

How to Integrate with DSV?

This "How to" should provide you with the necessary steps to implement a working integration withDSVfrom scratch using Babelway.Setting up your connectionDSV supports EDI through AS2. Setting it up, your basic channel construction should look like this:Once you have indicated to DSV that y...

1598 0 Created on 2020-10-13 07:44:57; Last updated on 2022-07-01 13:01:14

How to activate your Tradeshift account

This video demonstrates how you can activate your Tradeshift account from the invitation email sent by your Buyer.If you are not the correct person from your company to receive this link, you can do the following: Forward the link to the correct contact from your company Use the exis...

3597 8 Created on 2020-10-21 13:02:39; Last updated on 2022-07-05 10:48:27

How to Integrate with Ace Hardware?

This "How to" should provide you with the necessary steps to implement a working integration withAce Hardwarefrom scratch using Babelway.Preferred Protocols and Message Formats.As an Ace Hardware supplier, you will be expected to send X12 (version 4010) messages through an AS2 connection....

1626 0 Created on 2020-10-09 11:31:18; Last updated on 2022-07-01 13:01:14

How to Integrate with CTSI?

This "How to" should provide you with the necessary steps to implement a working integration withCTSI Globalfrom scratch using Babelway.Setting up your connectionOur live connections with CTSI involve exchanges of X12 documents through FTP. This implies building channels such as this one:You wil...

1145 0 Created on 2020-10-12 15:55:30; Last updated on 2022-07-01 13:01:14

API Credentials - India Clearance Solution

The Indian GST Council has announced amendments to the existing GST legislation framework. Starting the 1st of October 2020, the Indian government will enforce an invoice reporting mandate for businesses with an annual turnover above INR 500 Crores (Approx.$67M), for all their B2B, B2G and Export tr...

1005 2 Created on 2020-10-02 11:50:03; Last updated on 2023-02-03 08:55:38

How to add collaboration (conversation) participants

You can add one or multiple users to participate in conversations initiated by clicking on the "Open Collaboration" text found on the bottom left of pages like the Task Manager or in the Shop (read this article to find out more about how you can access the Collaboration feature). To add new particip...

24 0 Created on 2020-06-24 14:32:10; Last updated on 2022-07-01 13:01:12

How to check your old support tickets

This article is about how you can check your older or existing requests to Tradeshift Support.Any user (logged-out or logged-in) can contact us to request assistance. However, only logged-in users are able to see and keep track of their previous requests. If you do not have a Tradeshift account ye...

1702 3 Created on 2022-07-26 12:06:54; Last updated on 2023-06-28 09:01:41

How to accept a connection request

If you have notifications enabled on your account, you will receive an email from Tradeshift every time another company sends you a connection request.Simply accept the connection request by:1. Clicking on the green Acceptbutton2. Logging into your existing Tradeshift account (Note: If you have...

4025 13 Created on 2019-05-21 07:44:54; Last updated on 2022-07-06 11:35:20

How to add a connection to your Network

A contact in your network can be either a Tradeshift connection, or an email contact (manual connection). If your contact is on Tradeshift, then you can create a Tradeshift connection with them, which will allow you to invoice them electronically, as well as communicate with them using our platf...

11662 121 Created on 2016-10-11 20:37:17; Last updated on 2022-09-12 14:12:16

How to switch company branches

This article explains how to switch between the branches of your company that you have access to. To learn more about branches and legal entities on Tradeshift, please read this guide. To switch between branches, access the Branch Selector app and select the desired branch from the list.You ...

1199 1 Created on 2020-06-26 08:28:33; Last updated on 2022-11-07 12:13:50

How to reassign tasks

If you are not available or able to solve certain tasks, you have the possibility to reassign them to a different user or team. Here are a few examples of scenarios in which you can use this feature: Another user/team is better suited to handle a specific task; You go on vacation; ...

17 3 Created on 2020-06-03 09:57:19; Last updated on 2022-07-01 13:01:12

How do I create documents?

In the Tradeshift web portal, document creation can now be done using the 'Create' app: Open the 'Create' app and choose the desired document type from the following types we have available: Invoice Pre-payment invoice Goods re...

957 1 Created on 2018-04-12 12:57:25; Last updated on 2022-07-01 13:00:49

How to sign up on Tradeshift

The process of signing up on Tradeshift is slightly different, depending if your customer has invited you to join Tradeshift or you are creating an account on your own. If your customer has contacted you about using Tradeshift, then you need to wait for their invitation to activate your accoun...

4261 6 Created on 2016-10-11 21:05:11; Last updated on 2022-07-01 13:00:46

How to Integrate with Amazon?

This "How to" should provide you with the necessary steps to implement a working integration with Amazon from scratch using Babelway.Amazon suppliers are split in two categories: sellers and vendors. Amazon vendors are considered direct Amazon suppliers while sellers are third parties which use the ...

1583 0 Created on 2020-10-09 12:38:46; Last updated on 2022-07-01 13:01:14

Editing routings from channels section

It is also possible to edit the routing rules directly from thechannel detail screen.The edition is done exactly like in therouting detail screen. There are only a few differences, that will be explained here.Edit routing in channel detailThe main difference is that this screen is channel-cent...

928 0 Created on 2021-01-26 09:41:06; Last updated on 2022-07-01 13:01:37

How to Integrate with Dayton Freight?

This "How to" should provide you with the necessary steps to implement a working integration withDayton Freightfrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Dayton Freight, you will be expected to send X12 (version 4010 or above) messages throug...

1272 0 Created on 2020-10-13 06:28:08; Last updated on 2022-07-01 13:01:14

How to access your messages

This article provides useful details about how you access your in-platform messages from your customers or teammates.The Messages app is Tradeshift's cross-product communication app, which helps you collaborate on documents and tasks, both internally (with colleagues from your organis...

931 1 Created on 2020-06-26 08:08:40; Last updated on 2022-07-01 13:01:12

Tradeshift E-Invoicing Compliance Partners

In order to more thoroughly approach compliance regulations and requirements in some countries, Tradeshift engages the services of expert consulting partners.Receipt of electronic invoicingin certain countries requires additional fees to address local third party services required by that jurisdic...

1697 0 Created on 2019-10-03 11:45:41; Last updated on 2023-02-03 08:55:39

How to view documents prior to using Tradeshift

If you are a Seller using Tradeshift, watch the below video to learn how you can view your documents on Tradeshift: Oh no! It looks like your browser does not support the video tag. ...

1009 0 Created on 2020-10-21 13:07:45; Last updated on 2022-07-07 15:39:52

I have sent an invoice, but realized that I made a mistake. How do I correct this?

An already sent invoice cannot be directly modified due to the VAT certification. Nevertheless, if you made a mistake or wish to change something on an invoice, then you can do so by creating a credit note related to that invoice. Essentially, a credit note will invoice the same amount in negative, ...

22255 501 Created on 2016-10-11 20:36:26; Last updated on 2023-11-15 11:08:07

How to send a questionnaire to Sellers

To send a questionnaire to your Sellers individually, open the Network app and go to the My Network tab. Use the checkboxes on the left side to select the respective Sellers. Click on "Send Questionnaire"at the bottom of the page, after which you will be prompted to choose from your available quest...

1014 0 Created on 2020-08-13 09:09:09; Last updated on 2022-07-06 11:35:21

How to add team members to your account

If you have been listed as an email contact for your account, but are not responsible for doing business with your Buyer, then you can easily add the team members that are. Click here to learn how you can add more users to your accountor watch the video below: Oh no! ...

2307 1 Created on 2021-02-17 12:31:51; Last updated on 2022-07-07 16:02:37

How to use Proforma Plans for recurring invoices

Proforma Plans can help you automate the payment of recurring invoices and credit notes for spend types where you can predict the amount, content, and frequency. Examples of recurring invoices include phone bills, utilities, leasing agreements, licenses, rent, etc. This type of invoicing is often re...

1701 0 Created on 2022-09-29 12:14:17; Last updated on 2023-08-03 13:01:50

How to modify or delete an email connection

An email contact (also referred to as "manual connection") is a connection that you have created yourself for another company that is not on the Tradeshift network by adding their email address to your network. You can exchange documents with an email contact, but other functionalities of Tradeshift...

2438 6 Created on 2016-10-11 20:37:17; Last updated on 2022-07-06 11:35:36

How to find the Tradeshift domains that need to be whitelisted

A whitelist is a list of domains approved for authorized access to data. At Tradeshift, in order to get the full list of Tradeshift domains, you can inspect the TLS certificate of your browser, available when accessing the Tradeshift platform.Whitelisting domains can ensure that all Tradeshift app...

1048 0 Created on 2020-11-24 12:25:12; Last updated on 2023-02-03 08:55:38

Pro forma invoice

A Pro forma invoice is an abridged or estimated invoice sent by a Seller to a Buyer in advance of a shipment or delivery of goods. It includes details like the type of product, quantity of goods, their value, and other important information such as weight and transportation charges. Pro forma invoi...

2173 4 Created on 2017-11-01 11:14:18; Last updated on 2022-07-01 13:00:49

How to Integrate with Celadon Trucking?

This "How to" should provide you with the necessary steps to implement a working integration withCeladonTruckingfrom scratch using Babelway.Preferred Protocols and Message Formats.Celadon works with Cleo VLTracker which covers their EDI needs. They support various connection technologies. You w...

1169 0 Created on 2020-10-12 14:45:47; Last updated on 2022-07-01 13:01:14

How to view your documents (Document Manager app)

The Document Manager app is a powerful tool that gathers all of your documents in one place. Learn how to use it to view your documents from the below video: Oh no! It looks like your browser does not support the video tag. ...

1840 1 Created on 2020-10-21 13:05:47; Last updated on 2022-07-07 15:20:23

How to manage table columns in Document manager

Want to customize a table in Document Manager? You can choose which columns are visible in the table. Additionally, you can sort the rows based on a particular column’s values in ascending or descending order. How to sort table rows Open the Document Manager page.Click on the column’s heading such ...

1271 2 Created on 2019-12-02 12:47:13; Last updated on 2023-09-06 13:27:53

How to access your user and notification settings

Your user settings, such as your email address and platform language, can be accessed by clicking on the icon with your initials at the bottom of the navigation bar.You can also access and customize your user notifications from the same page. These relate to the kind of email updates you recei...

1338 4 Created on 2020-11-06 15:02:39; Last updated on 2022-11-07 11:35:45

How to activate an app

Only admin users have the right to activate apps in the App Store. If you are a non-admin user, you need to contact your company administrator, request the app activation and await for the reply. You can do this entire process in the App Store.Here is how you do it:Log in to the Tradeshift pl...

1522 14 Created on 2019-11-20 08:26:09; Last updated on 2022-07-01 13:01:11

How to Integrate with Saks?

This "How to" should provide you with the necessary steps to implement a working integration withSaks Fifth Avenuefrom scratch using Babelway. Preferred Protocols and Message Formats.As a Saks Fifth Avenue supplier, you will be expected to send X12 (version 4010 o...

984 0 Created on 2021-01-26 15:27:59; Last updated on 2022-07-01 13:01:37

Automatic Population of Lookup table from CSV

Automatic Population of Lookup table allows you to import the lookup table data directly from a CSV file without the need to create a channel to do so.After creation of a lookup table you can import data from a CSV file by clicking onImport from CSVaction button under theContenttab as illustrate...

1337 0 Created on 2021-01-19 10:15:36; Last updated on 2022-07-01 13:01:37

How to handle a tax review task

When a tax review assignment is created, and you are the assigned user, a tax review task will pop up into your Task Manager and you’ll receive an email notification.When you receive a task to review an invoice tax, there are a few actions that you can take.To view the task, go into your Task Mana...

7 3 Created on 2020-12-04 12:48:39; Last updated on 2022-07-01 13:01:36

How to Integrate with MercuryGate?

This "How to" should provide you with the necessary steps to implement a working integration withMercuryGatefrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with MercuryGate, you will be expected to send X12 (version 4010) messages through FTP.Setting up yo...

910 0 Created on 2021-01-26 14:54:00; Last updated on 2022-07-01 13:01:37

How to Integrate with Walmart?

This "How to" should provide you with the necessary steps to implement a working integration with Walmart from scratch using Babelway.This is applicable forSam's Clubs,Supercenters,Neighborhood Markets,and Distribution Centersin theUS, UK, Canada, Puerto Rico, Brazil, Argentina, JapanandCh...

1136 0 Created on 2021-01-26 15:44:16; Last updated on 2022-07-01 13:01:37

How much does it cost to use Tradeshift?

Tradeshift is designed to cater to the diverse needs of suppliers looking to streamline their invoicing processes. Sellers have access to using Tradeshift on a subscription base, and your account includes access to all the e-invoicing capabilities, as well as a selection of Tradeshift Apps. These in...

1499 33 Created on 2016-10-11 21:04:20; Last updated on 2022-07-01 13:00:45

How to Integrate with Traffic Tech?

This "How to" should provide you with the necessary steps to implement a working integration withTraffic Techfrom scratch using Babelway.Preferred Protocols and Message Formats.Traffic Tech works with Kleinschmidt for their EDI needs. They support sending and receiving X12 messages through a v...

764 0 Created on 2021-01-26 15:33:50; Last updated on 2022-07-01 13:01:37

How to Integrate with Expeditors?

This "How to" should provide you with the necessary steps to implement a working integration withExpeditorsfrom scratch using Babelway.Setting up your connectionWe have live connections using AS2 with Expeditors but we know they can also work with FTP. If you opt for AS2, your basic channel co...

853 0 Created on 2021-01-26 14:50:11; Last updated on 2022-07-01 13:01:37

Prepayment invoice

A Prepayment invoice is used for requesting a prepayment from a Buyer, serving as a deposit or partial payment, on the Tradeshift platform.You can create Prepayment invoices infrom the Create launcher foundon the left side panel....

1210 8 Created on 2017-11-01 12:39:19; Last updated on 2022-07-01 13:00:49

How to Integrate with Wayfair?

This "How to" should provide you with the necessary steps to implement a working integration with Wayfair from scratch using Babelway.Preferred Protocols and Message Formats.As a Wayfair supplier, you will be expected to send X12 messages either through FTP or AS2. Both connections have been suc...

1024 0 Created on 2021-01-26 15:45:07; Last updated on 2022-07-01 13:01:37

How to Integrate with Rockfarm?

This "How to" should provide you with the necessary steps to implement a working integration withRockfarmfrom scratch using Babelway. Rockfarm is a partner of MercuryGate and integrating with Rockfarm involves integrating with MercuryGate systems.Preferred Protocols and Message Formats.When in...

902 0 Created on 2021-01-26 15:05:07; Last updated on 2022-07-01 13:01:37

How to Integrate with Würth?

This "How to" should provide you with the necessary steps to implement a working integration withWürthfrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Würth, you will be expected to send EDIFACT (version varies depending on message type), VDA, XML, SAP/...

902 0 Created on 2021-01-26 15:45:48; Last updated on 2022-07-01 13:01:37

The Invoice Viewer

The Invoice Viewer is a collaborative, transparent and mobile-friendly document app that makes it easy for users to efficiently carry out document codingand approval tasks. Users with the appropriate properties can work directly in the document and collaborate with others on coding and the...

1280 0 Created on 2019-08-19 11:28:15; Last updated on 2022-07-01 13:01:10

How to Integrate with XPO?

This "How to" should provide you with the necessary steps to implement a working integration withXPOfrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with XPO, you will be expected to send X12 (version 4010) messages through FTP, AS2, SMTP, or VAN (additional...

939 0 Created on 2021-01-26 15:46:32; Last updated on 2022-07-01 13:01:37

How to raise a support ticket

If you have anyissues with using the platform after reading the information available on your customer's Landing Page and the Knowledge Base, you can contact Tradeshift Support. Here is how you can open a support ticket:Please note that you should contact your customer directly for any business o...

3172 15 Created on 2020-10-21 13:06:58; Last updated on 2022-12-14 16:11:09

How to handle the exchange rate during document creation

Exchange rates in Tradeshift depend on the Business Firewall that your customer may have set up, as well as your own country's tax requirements. This information will be required during document creation, and will display on the top right side of the creation page.To add the exchange rate, please ...

1532 0 Created on 2023-03-22 08:58:47; Last updated on 2023-03-22 08:58:47

How to Integrate with Transplace?

This "How to" should provide you with the necessary steps to implement a working integration withTransplacefrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Transplace, you will be expected to send X12 (version 4010) messages through FTP.Setting up your...

1013 0 Created on 2021-01-26 15:39:58; Last updated on 2022-07-01 13:01:37

How to approve an app activation request

If you are a companyadministrator user, you receive app activation requests from the non-admin users from your company. When a non-admin user sends a request for app activation, you receive a notification in your Messages app, as well as an email notification. Open the Messages app and find th...

887 3 Created on 2019-11-20 12:32:16; Last updated on 2022-07-01 13:01:11

How to Integrate with Swift Transportation?

This "How to" should provide you with the necessary steps to implement a working integration withSwift Transportationfrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Swift Transportation, you will be expected to send X12 messages through FTP, AS2, or VA...

875 0 Created on 2021-01-26 15:31:55; Last updated on 2022-07-01 13:01:37

How to Integrate with Rite Aid?

This "How to" should provide you with the necessary steps to implement a working integration with Rite Aid from scratch using Babelway.Getting startedRite aid has extensively documented their EDI compliance flow through their public edi website:www.riteaidediservices.com.If you read through it y...

846 0 Created on 2021-01-26 15:02:05; Last updated on 2022-07-01 13:01:37

How to Integrate with Smith Transport?

This "How to" should provide you with the necessary steps to implement a working integration withSmith Transportfrom scratch using Babelway.Smith Transport works with Kleinschmidt to fulfill their EDI needs. This allows them to support multiple protocols and formats. Liaise with them for a full...

1132 0 Created on 2021-01-26 15:29:12; Last updated on 2022-07-01 13:01:37

How to create a Product Change Request

Customers can request feature changes for the current product offering through the Tradeshift Platform. Requests can include new features or enhancements to existing product functionality. Customer-requested product changes are logged in Tradeshift's product management tool and regularly reviewed by...

1168 1 Created on 2022-06-08 11:45:46; Last updated on 2022-11-09 11:49:19

How to Integrate with Trax Tech?

This "How to" should provide you with the necessary steps to implement a working integration withTrax Techfrom scratch using Babelway.Setting up your connectionIn our exchanges with trax we didn't check for multiple connection possibilities because we directly opted for an AS2 connection. You...

1435 0 Created on 2021-01-26 15:41:41; Last updated on 2022-07-01 13:01:37

How to Integrate with ODW Logistics?

This "How to" should provide you with the necessary steps to implement a working integration withODW Logisticsfrom scratch using Babelway.ODW works exclusively with X12 message types and supports the automated transfer of the following documents:940 – WH Shipping Order945 – WH Shipping Advice...

971 0 Created on 2021-01-26 14:59:53; Last updated on 2022-07-01 13:01:37

How to customise collaboration notifications

One of the elements enabling the cross-platform collaboration process is the notifications system designed to help you stay informed on your conversations at all times. This article provides details on the notification features and functionalities to support your collaboration activities.Ema...

27 0 Created on 2020-06-24 15:33:21; Last updated on 2022-07-01 13:01:12

How to use the Company Collaboration feature

Collaboration usually happens on a document, either internally or externally, providing a common context for all participants involved.When the topic that drives the discussion is not a document or a product, users can use another channel -Company Collaboration- which helps drive general types of ...

13 0 Created on 2021-02-25 13:08:56; Last updated on 2022-07-01 13:01:37

How to Integrate with Oak Harbor?

This "How to" should provide you with the necessary steps to implement a working integration withOak Harborfrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Oak Harbor, you will be expected to send X12 messages through FTP, AS2 or VAN.Contact and Resource...

795 0 Created on 2021-01-26 14:55:20; Last updated on 2022-07-01 13:01:37

How to Integrate with Pitt Ohio?

This "How to" should provide you with the necessary steps to implement a working integration withPitt Ohiofrom scratch using Babelway.Preferred Protocols and Message Formats.When integrating with Pitt Ohio, you will be expected to send X12 (version 4010) messages through FTP (client or server)...

806 0 Created on 2021-01-26 15:01:25; Last updated on 2022-07-01 13:01:37

How to Integrate with Office Depot?

This "How to" should provide you with the necessary steps to implement a working integration withOffice Depotfrom scratch using Babelway.Preferred Protocols and Message Formats.As an Office Depot supplier, you will be expected to send X12 (version 4010) messages using AS2.Contact and Resource ...

1084 0 Created on 2021-01-26 14:56:39; Last updated on 2022-07-01 13:01:37

How to Integrate with Riverside Transport?

This "How to" should provide you with the necessary steps to implement a working integration withRiverside Transportfrom scratch using Babelway.Preferred Protocols and Message Formats.Riverside uses a third party called Intelek Technologies for their EDI. This allows them to support AS2, sFTP ...

932 0 Created on 2021-01-26 15:02:55; Last updated on 2022-07-01 13:01:37

How to view a Buyer`s invoicing requirements

Your Buyer has certain invoicing requirements that ensure your documents will get through to them. These are called validation rules or Business Firewall Rules (BFR). You can find all of this information, and many more, on your Buyer's dedicated Landing Page and Knowledge Base. Here is how ...

1752 3 Created on 2020-10-21 13:04:16; Last updated on 2022-07-07 15:15:27

How to Integrate with USA Truck?

This "How to" should provide you with the necessary steps to implement a working integration withUSA Truckfrom scratch using Babelway.Preferred Protocols and Message Formats.USA Truck uses CLEO for all their EDI. They support X12 messages sent through FTP, AS2, or VAN.Contact and Resource info...

803 0 Created on 2021-01-26 15:42:43; Last updated on 2022-07-01 13:01:37

How to Integrate with US Xpress?

This "How to" should provide you with the necessary steps to implement a working integration withUS Xpressfrom scratch using Babelway.Preferred Protocols and Message Formats.US Xpress uses IBM Sterling for all their EDI. We only have experience integrating with US Xpress using AS2 and X12 but k...

761 0 Created on 2021-01-26 15:43:27; Last updated on 2022-07-01 13:01:37

How to Integrate with PAM Transport?

This "How to" should provide you with the necessary steps to implement a working integration withPAM Transportfrom scratch using Babelway.Preferred Protocols and Message Formats.PAM Transport supports receiving X12 messages through FTP, AS2, or VAN. They prefer FTP Server. They use GXS/Inovis f...

876 0 Created on 2021-01-26 15:00:42; Last updated on 2022-07-01 13:01:37

Who can I speak to about the Seller e-Invoicing Subscriptions with Tradeshift if I have questions?

If you have quesions regarding the Seller e-Invoicing Subscriptions with Tradeshift, please contact us via email, at subscription@tradeshift.com.If you’ve already signed up, contact the Tradeshift Support Team by completing this form....

1877 1 Created on 2023-10-16 09:21:32; Last updated on 2023-10-16 09:21:32

How to use the Branch Management functionality

On the Tradeshift platform, accounts can only have one address and one master branch, which means that accounts can only have one country. This master branch account is used only as an overview tool, and not for invoicing purposes. If your company operates in more than one country, you can crea...

1316 8 Created on 2016-10-11 21:05:11; Last updated on 2022-07-01 13:00:46

How to Integrate with Knight Transportation?

This "How to" should provide you with the necessary steps to implement a working integration with Knight Transportation from scratch using Babelway.Preferred Protocols and Message Formats.Knight transportation support multiple formats and protocols and are easy to integrate with. We recommend set...

820 0 Created on 2021-01-26 14:52:49; Last updated on 2022-07-01 13:01:37

How to Integrate with Canadian Freightways?

This "How to" should provide you with the necessary steps to implement a working integration withCanadian Freightwaysfrom scratch using Babelway.Preferred Protocols and Message Formats.Our integrations with Canadian Freightways use X12 messages over FTP (server). Thus, Canadian Freightway...

960 0 Created on 2020-10-12 13:42:19; Last updated on 2022-07-01 13:01:14

How to put tasks "on hold"

When you process a task andyou do not have sufficient information to close it, you have the option to put the task on hold. To do so, in the Tasks tab of the Task Manager, select the hand icon at the beginning of the task row. Note:Marking tasks on hold does not add any change to...

7 0 Created on 2020-06-01 15:25:12; Last updated on 2022-07-01 13:01:12

India - Clearance Solution

The Indian GST Council has announced amendments to the existing GST legislation framework. Starting the 1st of October 2020, the Indian government will enforce an invoice reporting mandate for businesses with an annual turnover above INR 500 Crores (Approx.$67M), for all their B2B, B2G and Export tr...

218 3 Created on 2020-09-07 11:13:36; Last updated on 2023-11-15 11:08:09

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