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3.3. Setting Up a Customer to Use A Profile

Now that we have an EDI Profile to send Invoice PDF files to the Customer TTOYS, we have to instruct xTuple Connect to use this EDI Profile:

  1. Follow this path: Sales > Customer > List

  2. Open the TTOYS record for editing

  3. Select the "Transmission" tab

  4. Click the ATTACH button, which brings up the following screen

    Attaching the new EDI Profile to the Customer

  5. Select "Invoice" for the Document Type

  6. Select "Tremendous Toys Incorporated-IN" from the list of EDI Profiles

  7. Click the ATTACH button

You should now see the "Tremendous Toys Incorporated-IN" profile listed on the Transmission tab in the Customer window.