Set up customers and vendors
- 2 min.
For each vendor and customer you want to exchange electronic documents with, you need to specify how you want to exchange the documents and how to identify them in the document exchange network.
You set up this up on the individual customer or vendor card:
- In the Document Sending Profile field, select CONTINIAEDOCUMENTS. This enables the option to send electronic documents via CDN.
- Under the eDocuments FastTab, specify the relevant information according to the following table.
| Field | Description |
|---|---|
| Electronic Format | Select the electronic format that you want to use when sending electronic documents to the vendor or customer. |
| Send From Participation | Select the participation (created when onboarding to the Continia Delivery Network) that you want to use when sending electronic documents to the customer or vendor. |
| Vendor ID Type | Select the type of identifier that you want to use to identify the vendor. |
| Scheme ID | Select the scheme ID that you want to use for this vendor. This is only applicable if you chose Other in the Vendor ID Type field. |
| Vendor ID Value | Enter the vendor's exact ID, unless this has been filled automatically. |
