Introducing Automated EDI Updates: How to Set Up and Use Them

Automated EDI Updates streamline the process of sharing load statuses with EDI-activated shippers, reducing manual effort and ensuring timely updates. This guide will help you understand the feature and walk you through the setup process.

What Are Automated EDI Updates?

Automated EDI Updates eliminate the need for manual intervention when sharing load statuses with EDI-activated shippers. The system automatically updates and shares these statuses, ensuring that the shipper receives timely and accurate information. If necessary, users can still manually share any additional status date/time.

Why Are Automated EDI Updates Important?

• Efficiency: This functionality significantly reduces the time users spend on each load, as status updates are shared automatically.
• Improved Scorecards: By ensuring status updates are sent quickly and accurately, the scorecard remains in an optimal state.

How to Set Up Automated EDI Updates

1. Activation and Integration

   • To activate Automated EDI Updates, ensure the integration is enabled. Once activated, status updates will be shared with the shipper automatically, without any manual input.

2. Configure EDI and Visibility Settings

   • Navigate to the newly designated EDI & Visibility configurations tab within the Management page, now located outside the Integrations tab and managed at the tenant level.
   • Here, you can set default configurations for EDI and visibility, including tracking types and status update types that will be automated for the load. This ensures smooth, hands-off operation without needing to manually share updates.

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3. Company Profile Configuration

   • In the Company Profile section, you can configure customer-specific settings that override the global settings found in the management tab. This is essential for tailoring the Automated EDI Updates to meet specific customer needs, ensuring that the correct status updates are shared based on the customer's unique requirements.

   

4. Monitor Real-Time Updates

• Users are able to view updates on the Load Detail Page (LDP) in real time, whether it's an EDI or tracking update, by clicking the "Auto Updates" button.

<aside> 💡 Pause Updates: If necessary, users can pause status updates while the load is in transit.

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<aside> 💡 Manual Updates: Users can also manually add updates if there are any time changes or other events that need to be recorded.

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By setting up and using Automated EDI Updates, you can ensure efficient and timely communication with shippers, saving time and improving your workflow.