Setting Up a Customer to Use A Profile

Setting Up a Customer to Use A Profile
	Configuring xTuple Connect to Send Electronic Invoices

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:

Follow this path: Sales > Customer > List
Open the TTOYS record for editing
Select the "Transmission" tab
Click the ATTACH button, which brings up the following screen
Attaching the new EDI Profile to the Customer
Select "Invoice" for the Document Type
Select "Tremendous Toys Incorporated-IN" from the list of EDI Profiles
Click the ATTACH button

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


EDI Forms		Conclusion

xTuple Connect Guide