Overview
This FAQ covers the EDI Tools page in Broker Platform Console: setting up EDI for customers, managing configurations and contacts, and monitoring EDI transactions.
What is the EDI Tools page?
EDI Tools is where you manage electronic data interchange (EDI) between your brokerage and your customers. From this page you can set up EDI for a customer, manage each customer's EDI configuration and contacts, and monitor every EDI message sent or received.
What is EDI, and which message types are supported?
EDI lets your customers' systems and your Broker Platform exchange shipment information automatically, without email or manual entry. The platform supports the standard freight EDI transaction set:
Message | What it does |
204 - Load Tender | Your customer tenders a load (or sends an update or cancellation), which creates or updates a shipment automatically |
990 - Tender Response | Your acceptance or decline of a tendered load is sent back to the customer |
214 - Shipment Status Update | Tracking, arrival/departure, and appointment updates flow to your customer as the shipment progresses |
210 - Invoice | Invoices are delivered to your customer electronically |
(coming soon) 997 - Acknowledgement | Receiving an acknowledgement from your customer, or sending an acknowledgement to your customer. |
Which EDI providers are supported?
Bitfreighter is the supported EDI provider today. The provider is pre-selected during setup. Additional providers may be supported in the future.
Setting Up EDI for a Customer
How do I set up a new customer for EDI?
From the Customers section of EDI Tools, click Set Up EDI for Customer. Select the customer, then enter the connection details:
Sender ID - the customer's EDI identifier (provided by the customer or their EDI provider)
Receiver ID - your identifier for this connection
Supported EDI Message Types - check which message types (204, 990, 214, 210) this customer will exchange. All are enabled by default.
You can also toggle the whole connection between Enabled and Disabled.
Why is the “Set Up EDI for Customer” button disabled?
Setup requires at least one EDI provider to be connected for your organization. If you see the message “At least one EDI provider should be enabled for your Organization,” contact the “Organization Admin” for your organization to get your provider connection established.
Can I edit a customer's EDI setup after creating it?
Yes. From the Customers list, use the row actions to edit the setup (IDs, message types, enabled/disabled) or open the customer's EDI Profile for the full set of configuration options.
What can I manage on a customer's EDI Profile?
Click a customer in the Customers list to open their EDI Profile. It has two tabs:
Settings - grouped into three cards: General (whether EDI is enabled and how often scheduled tracking updates are sent), Invoice (whether invoices are sent via EDI), and Updates (how status updates behave).
Contacts - the people at your organization or the customer who are associated with this EDI connection.
EDI Transactions
How do I see the EDI messages we've sent and received?
The EDI Transactions section shows every inbound and outbound EDI message, newest first, including the transaction date, message type and direction, provider, customer, carrier, and the linked shipment. Click the shipment ID to jump straight to that shipment.